CRM & Sales · Integration

Velocify

Add Velocify to your product for your customers, and give your AI agents governed access to it.

Velocify is lead management with an opinion: a lead should reach a person within minutes, in a defined order, and the system should keep prompting until somebody responds. Distribution rules decide who receives a lead, an action plan decides what happens next and when, and the status history records whether anybody did it. That opinion is exactly why the integration matters. Your product is usually the thing that captured the lead, and the moment it hands one over, timing stops being your concern and becomes the rules the customer configured. Velocify was bought by Ellie Mae in 2017 and is sold today within ICE Mortgage Technology, which is why you will find no vendor link on this page. fastn holds the per-instance credentials and keeps the connector current.

Start freeBook a demo

In your product

Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.

Let each customer connect their own Velocify instance so a lead your product captures is distributed by their rules rather than parked in an inbox.

Push a lead with its source and campaign detail intact, since attribution decides which rules apply to it.

Read status and activity history back so your product can show whether anybody has actually made contact.

Map each customer's own statuses and custom fields, because lead stages differ by lender and by line of business.

For your AI agents

Governed, audited access for the agents you build, through the MCP server.

An agent reports which leads have had no contact attempt since they arrived, and who they sit with.

An agent updates a lead status or logs an activity within scoped permissions, with the write recorded.

An agent explains how a lead was routed by reading the distribution outcome rather than guessing at the rule.

Example prompt

Which leads came in yesterday with no contact attempt logged, and which owner is each assigned to?

Set up Velocify in 4 steps

  1. 01Enable the Velocify connector in your fastn dashboard.
  2. 02Have each customer supply credentials for their own Velocify instance so leads land in their account.
  3. 03Map the lead, status, owner and activity fields your product uses, and agree which side owns the status once a lead is handed over.
  4. 04Call it from your product and expose the same connection to your agents through the MCP gateway.

Why teams use the Velocify integration

What you get by embedding it with fastn instead of building it yourself.

  • Ship a Velocify integration without building it. Your customers connect their own Velocify account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
  • Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Velocify update is not your on-call problem.
  • One integration serves your product and your agents. The same governed Velocify connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.

Used by these teams

SalesMarketingCustomer Support

Compare with

SalesforceHubSpotOutreach

Often used alongside

Tools the same teams tend to run next to Velocify, across other categories.

SlackMailchimpMarketoGoogle Ads

Velocify integration FAQ

How do I add a Velocify integration to my product?

Enable the Velocify connector in your fastn dashboard, then let each customer authenticate their own Velocify account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Velocify client code in your app and no per-customer branch in your codebase. Setup is 4 steps.

Do my customers each connect their own Velocify account?

Yes. Every connection is scoped to the individual customer, so each authorises their own Velocify account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.

Can AI agents use this Velocify integration?

Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reports which leads have had no contact attempt since they arrived, and who they sit with.

Who maintains the Velocify integration?

fastn does. When Velocify changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.

Does the Velocify integration support custom fields and custom objects?

Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Velocify schema does not require a deploy on your side.

Can records sync both ways?

Yes. You can read from Velocify, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Velocify do not drift apart.

What can I build with the Velocify integration?

A common starting point: let each customer connect their own Velocify instance so a lead your product captures is distributed by their rules rather than parked in an inbox. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.

How much does the Velocify integration cost?

It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Velocify does not change your per-connector cost. You can start free with 3 connected accounts.

Add Velocify to your product

Start free with 3 connected accounts. No sales call required, and no per-customer integration code.

Start freeRead the docs
← All integrations