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How do I get my video into my CRM or email platform?
How do I get my video into my CRM or email platform?

A step by step guide on integrating Covideo with your current CRM.

Emily Graham avatar
Written by Emily Graham
Updated over a week ago

Getting your video in your CRM is easy!

Watch the video below or follow the steps to learn how to add a video to your CRM or email platform.



Step by Step: How to Send a Video Through the CRM Code

How to use Quickshare

1. Click on the "QuickShare" icon on the video you would like to copy.

2. Right-click and Paste into your CRM or Email Platform.

Right-click and paste the video into the body or the CRM. This will add your video with your default video landing page, calls-to-action links, and thumbnail.


Step by Step: How to Use the CRM Code

Like Quickshare, the CRM Code gives you the option to adjust your video landing page, calls-to-action, and thumbnail.

1. Click on the gray "SEND & SHARE" paper plane icon on the video you want to copy

2. Click on the "CRM" button

3. Make your selections at the right under "Send and Share Setup"

Adjust your settings like the video's landing page, CTAs, and video thumbnail.

4. Click "Copy CRM Code"

5. Paste into your CRM or email platform

Right-click and select "paste" or use control "v" to paste your hyperlinked video thumbnail.

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