Getting your video in your CRM is easy! Watch the video below or follow the steps to find out how.
Click the image or view your video here
For a one click easy integration:
1. Click on the "QuickShare" icon on the video you would like to copy.
2. Paste into your CRM or Email Platform.
That's it! This will copy and paste your video with your default video landing page, calls-to-action links, and thumbnail.
Want to be sure that you have the right video landing page, calls-to-action and thumbnail or switch them up from your defaults? Follow the steps below:
- 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."
4. Click "Copy CRM Code"
5. Paste into your CRM or email platform.