Velocify Data Integration | Improvado

Sync Velocify lead data to your warehouse. AI agent answers questions about conversion rates, lead velocity, and sales performance—no SQL required.

SOC 2 Type II 1,000+ data sources Any warehouse or BI tool

Improvado Agent

Connected to Velocify

Show me lead conversion rate by source for Velocify campaigns in Q1, broken down by week.

Q1 lead conversion rate averaged 12.4% across all sources. Paid Search converted at 18.2%, Organic at 14.1%, and Paid Social at 9.7%. Week of March 15 saw the highest conversion at 15.8%.

Which Velocify campaigns had the fastest lead response time in March?

Campaign "Spring Promo - Northeast" had an average response time of 4.2 minutes, followed by "Webinar Follow-Up" at 6.8 minutes. Both outperformed the account average of 11.3 minutes.

Trusted by data-driven teams

1,000+

Integrations

200+

Velocify Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

Key Takeaways

How the Velocify integration works

Improvado connects to Velocify via API to extract lead activity, conversion events, campaign performance, and sales pipeline data. The platform normalizes metrics like lead status, source attribution, contact attempts, and close rates using the Marketing Common Data Model. Data refreshes automatically on your schedule—hourly, daily, or custom intervals—with full historical backfill available. No engineering required to maintain the pipeline.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Velocify API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor Velocify through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

Velocify API v2016 · API key · hourly sync · incremental

Schema Overview

Data objects and fields Improvado extracts from Velocify

Object	Fields
Campaign	spend leads cost_per_lead status budget lead_source
Lead	lead_status lead_score created_date modified_date agent_id
Agent	leads_assigned leads_contacted conversion_rate active_status
Call	call_duration call_outcome call_type timestamp recording_url

How it works

From connection to autonomous action in three steps

Connect

Connect Velocify to Improvado using OAuth or an API token—no disruption to your existing workflows. The integration is read-only by default, so your lead management and sales processes continue uninterrupted. Setup takes under 10 minutes with no code required.

Ask

Ask the AI agent questions like "Which lead sources have the highest conversion rate this quarter?" or "Show me average response time by sales rep" or "What's the lead-to-close time for campaigns tagged 'enterprise'?" The agent queries your normalized Velocify data and returns answers in seconds.

Act

The agent builds custom reports, sets up threshold alerts for metrics like lead velocity or conversion drop-offs, and exports data to Slack, email, or your BI dashboards. It monitors for anomalies—like sudden spikes in unqualified leads or slow response times—and notifies your team automatically.

Use Cases

What teams ask their AI agent about Velocify

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

Combine Velocify lead data with ad spend from Google and Meta to calculate true cost-per-lead.

Your AI agent analyzes Velocify data and delivers actionable insights — automatically, in seconds.

6 hrs → 10 min

Improvado Agent Cross-channel

Track lead velocity and conversion rates by source to reallocate budget to top-performing channels.

Your AI agent analyzes Velocify data and delivers actionable insights — automatically, in seconds.

5 hrs → 12 min

Improvado Agent Reporting

Build executive dashboards showing pipeline value, lead-to-close time, and rep performance.

Your AI agent analyzes Velocify data and delivers actionable insights — automatically, in seconds.

8 hrs → 20 min

AI Agent Access

AI agent that reads Velocify data and takes action

Read

Improvado reads lead records, contact attempts, lead status transitions, campaign assignments, source attribution, conversion events, sales pipeline stages, rep activity logs, close rates, lead response time, contact-to-conversion rate, lead velocity, average deal size, lead scoring data, and campaign performance metrics from Velocify. All metrics are normalized to the Marketing Common Data Model for cross-platform analysis.

Write

The AI agent writes custom exports to Google Sheets, CSV, or your BI tool, and can trigger enrichment workflows that append Velocify lead data with firmographic or intent signals from other connectors. While Velocify's API has limited write-back capabilities, Improvado supports exporting scored or segmented leads to downstream systems for follow-up automation.

Monitor

Set thresholds on lead response time, conversion rate, lead volume by source, or pipeline velocity—the agent monitors these metrics and sends alerts when values exceed or fall below your targets. Schedule daily or weekly digests summarizing lead performance, campaign ROI, and rep activity, delivered to Slack, email, or your dashboard.

The Improvado AI agent queries your Velocify data in natural language and surfaces lead conversion trends, campaign attribution, and pipeline bottlenecks. It writes custom exports, monitors thresholds like lead response time or drop-off rates, and sends alerts to Slack or email when metrics drift. No need to write SQL or build dashboards manually.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · Velocify

You

Show top 5 Velocify campaigns by lead volume and conversion rate last month

Top Velocify Campaigns - Last 30 Days

Campaign	Leads	Conversions
Spring Promo - West	1,847	312
Webinar Follow-Up	1,203	189
Retargeting - Q1	982	127
Organic - Blog	756	98
Partner Referral	614	103

Total: 5,402 leads, 829 conversions (15.3% avg conv. rate)

You

Alert me if any campaign's conversion rate drops below 10% or response time exceeds 15 minutes

Report exported

5 items · sent to Slack

Destinations

Send Velocify data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →

SOC 2 Type II: Certified Security

HIPAA: Health Data Privacy

GDPR: EU Data Protection

CCPA: CA Privacy Standard

Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Velocify as one of 1,000+ integrated sources.

Feature	Improvado	Supermetrics	Funnel.io	Fivetran
Data fields extracted	200+	~90	~120	~80
Total integrations	1,000+	~150	~500	~300
Cross-channel normalization (CDM)	✓ Built-in	✗ Manual	Basic mapping	✗ Raw only
AI Agent access (MCP)	✓ Read, Write, Monitor	✗	✗	✗
Data warehouse destinations	✓ 16+ warehouses & BI tools	Sheets, Looker, BigQuery	BigQuery, Snowflake, Redshift	✓ Broad warehouse support
Refresh frequency	Every 15 min	Scheduled triggers	Daily / 6hr	Every 15 min (premium)
SOC 2 Type II & HIPAA	✓	✗ SOC 2 only	✓ SOC 2	✓
Best for	Teams that want an AI agent, not a pipeline	Small teams, spreadsheets	Mid-market, data teams	Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What is Velocify data integration?

Velocify data integration is the automated process of extracting lead management, sales activity, and campaign performance data from Velocify and loading it into your data warehouse or BI tool. Improvado handles the API connection, data normalization, and scheduled refreshes so you can analyze lead conversion, source attribution, and sales velocity alongside data from other marketing platforms.

What data can I extract from Velocify?

Improvado extracts lead records, contact attempts, lead status changes, campaign assignments, source attribution, conversion events, sales pipeline stages, rep activity, and close rates from Velocify. You can pull metrics like lead response time, contact-to-conversion rate, average deal size, and lead velocity by source or campaign. All data is normalized and ready for cross-platform analysis.

Can I combine Velocify data with other marketing platforms?

Yes. Improvado connects to 1000+ marketing, sales, and advertising platforms, so you can join Velocify lead data with ad spend from Google Ads, Meta, LinkedIn, and CRM data from Salesforce or HubSpot. The Marketing Common Data Model automatically aligns metrics like campaign name, source, and conversion across all connectors, eliminating manual mapping.

Where can I send Velocify data?

Improvado loads Velocify data into warehouses like BigQuery, Snowflake, Redshift, Azure Synapse, Databricks, and PostgreSQL. You can also send data directly to BI tools like Tableau, Power BI, Looker, Sigma, and Domo. The platform supports both push and pull delivery methods.

How often does Velocify data refresh?

You control the refresh schedule—hourly, daily, or custom intervals based on your reporting needs. Improvado supports historical backfill to pull past lead activity and campaign performance when you first connect. Incremental updates ensure only new or changed records are synced, keeping data fresh without overloading your systems.

Is Velocify data integration secure and compliant?

Yes. Improvado is SOC 2 Type II certified, HIPAA compliant, and GDPR ready. All API credentials are stored in an encrypted vault, and data is transmitted over TLS. Role-based access controls let you restrict who can view or modify Velocify data pipelines.

Customer stories

See all customer stories →

“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”

Jeff LeeHead of Social, Media Buy, Influencer & Marketing Data, ASUS

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“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”

Marc CerniglioInsights & Automation Manager, Chacka Marketing

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Put an AI agent on your Velocify today

Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.

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