Velocify to HubSpot
Mortgage-focused lead management and sales acceleration suite (LeadManager, Dial-IQ dialer, Pulse automation) for high-volume lead-driven sales floors.
Velocify data can move into HubSpot, landing mainly in Sales Hub. 0 of 5 mapped objects move directly; 4 items need manual work and 2 do not move. Plan roughly 4-8 weeks for a small move and 16-30 weeks for a large one.
Migration checklist for Velocify
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 6 doneAfter
0 of 6 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<50k leads
Contacts and basic activity history, simple routing.
Mid migration
50k-500k leads
Multiple lead sources, workflows rebuilt, Encompass sync.
Large migration
>500k leads
Call-center scale, full activity history, dialer replacement.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Velocify: what you need to get in, what lands in HubSpot, and what will not.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Lead posting URLs exist for inbound leads, but no bulk export method was confirmed in sources
- Encompass Connector pushes leads to Encompass to create loan files; this is not a HubSpot path
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 16-30 weeks, usually phased.
Talk to a partnerWhere each object lands
In Velocify
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads (LeadManager) | Contacts | partial | Analyst assumption: leads map to Contacts, but the export method and fields are unverified. |
| Lead activities (calls, emails, texts, follow-up attempts) | Calls, Emails, Notes, Tasks | manual | Velocify tracks every follow-up attempt, but export coverage is unverified and must be audited. |
| Users / lead owners | Contacts (owner property) | manual | Map users to HubSpot users and owner IDs manually. |
| Loan / opportunity data | Deals | manual | Loan files live in Encompass, not Velocify. Decide whether Deals come from Encompass or from lead status. |
| Companies / referral partners | Companies | manual | Partner or company records are not confirmed as a Velocify object. |
What to expect
These are platform logic that must be rebuilt as HubSpot workflows, lead rotation and calling.
HubSpot has no direct equivalent.
Distribution is a core Velocify strength.
Velocify has its own forms and templates.
Not portable.
Leads currently post to Velocify URLs.
Run an export coverage audit early and request a vendor or ICE bulk export if needed.
Plan an alternative Encompass sync to HubSpot before cutover.
Inventory all lead source IDs and posting URLs and switch them in one controlled window.
Confirm export rights and notice terms with the ICE account team.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product, ownership and Encompass integration are sourced from third-party pages only. I found no vendor or HubSpot docs on Velocify's API, auth, rate limits, export formats or object model. Those fields are null, and the object mapping is analyst category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Velocify to HubSpot?
1. Inventory lead sources, lead source IDs and posting URLs. 2. Ask ICE/Velocify support which bulk export and API options your contract includes. 3. Audit export coverage for activities, notes and statuses. 4. Document distribution rules, Pulse automations, templates and reports.
What does not move from Velocify to HubSpot?
Lead distribution rules, Pulse automations and Dial-IQ dialer configuration and Rewardification and gamification features. Plan to rebuild or retire these.
How long does a Velocify to HubSpot migration take?
Small (<50k leads): 4-8 weeks. Mid (50k-500k leads): 8-16 weeks. Large (>500k leads): 16-30 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving Velocify data?
Check: Financial/lending data and Possible government ID or income data if application data flows in from Encompass Consumer Connect. Agree consent, retention and access rules before exporting.
Moving Velocify into HubSpot?
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