Velocify integration + automation

Velocify integrations couldn’t be easier with the Tray Platform’s robust Velocify connector, which connects any services without the need for separate integration tools.

Velocify

Velocify integrations made easy

Boost your organization’s sales performance with custom Velocify integrations using the low-code Tray Platform. With our platform, any business user can rapidly stand up Velocify API integrations without the need for IT support.

Looking for a Velocify connector to improve sales productivity and win more deals? We give you the power to bi-directionally sync prospect data across any application within your tech stack. Using our visual, drag-and-drop builder, you can sync Velocify and any data source, including FTP, email, webhooks, flat files (such as CSVs), and any other cloud app, even using data within custom fields.

Beyond integrations, you can also build customized Velocify automation with the Tray Platform. Take full control of your sales processes with low-code automation that flawlessly executes your most critical sales processes at scale. We make it easy to stand up automated workflows that improve your prospecting, boost conversions, and win more deals.

Powerful Velocify automation

Create customized Velocify automation to speed up your sales processes and bring home more closed-won deals. Now, you can expedite your most important sales processes when you connect Velocify with your CRM, marketing automation platform, customer data platform, data warehouse, internal chat tool, web chat tool, project management platform, and any other cloud tools.

Business users across sales, marketing, revenue operations, and other teams across the organization use the Tray Platform to stand up customized Velocify automation in minutes. We also offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design the automated workflows you need for your exact specifications.

With Velocify and the Tray Platform you can book more meetings and win more deals by expediting key sales processes as you sync account, contact, and lead data across your sales stack. Now you can book more meetings by using automation to bulk-upload leads into Velocify for faster follow-up. You can also expedite important approval processes by automating multi-step approvals with key deal stakeholders via email or chat.

Heavy-duty Velocify use cases

Any business user can create custom integrations with our platform. Power users also rely on us to push heavy-duty data projects that process billions of records daily. We built the Tray Platform on elastic, serverless architecture, so every workflow you build will scale, even as your data usage evolves.

It’s time to supercharge your sales processes with sophisticated Velocify automation. Use our platform to win more deals by connecting lead scoring with your account database in Velocify to instantly route the hottest leads to sales. You can also deliver faster time to value by accelerating the sales-to-support handoff with a full sync between Velocify and project management tools to execute every onboarding task on time. Now, you can stand up customized automation for any use case with any application, including Salesforce, Constant Contact, Zoom, Pardot, WordPress, Vidyard, and more.

Enterprise-grade security is a top priority for us. That’s why the Tray Platform is SOC 2 Type 2-certified, and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Velocify integrations

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Velocify and Monday

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