You have the ability to sync the data from your Covideo account with your Salesforce account, all in just a few easy steps.
Step by Step: How to set up Covideo Salesforce intergration
- Log into your Covideo account at https://www.covideo.com/login/
- Click "Integrations>Salesforce"
- Click on the Salesforce option
- Click "Connect"
- Log into your Salesforce account
- Select the data you wish to share with Salesforce or choose "All Data"
Congratulations! Any of the covideo data you shared with Salesforce such as emails sent, emails opened, CTA(call-to-action) clicks, or video views will now be tracked within your Salesforce account.
For more assistance, please contact firstname.lastname@example.org or give us a call at 1.800.306.1445,