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How do I set up the Salesforce sync integration?

Learn how to sync the data from your Covideo account with your Salesforce account.

Emily Graham avatar
Written by Emily Graham
Updated over 2 years ago

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

  1. Log into your Covideo account at https://www.covideo.com/login/

  2. Click "Integrations>Salesforce"

  3. Click on the Salesforce option

  4. Click "Connect" 

  5. Log into your Salesforce account

  6. 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. 

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