Getting your video in your CRM is easy!

Watch the video below or follow the steps to find out how.

Click here to view your video from Covideo Support

Click the image or view your video here


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


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.

Step by Step: How to Check Your Video Settings

Before you use the Quickshare or CRM Code, make sure you have the right 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"

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.

For more assistance, please contact support@covideo.com or call us at 1.800.306.1445.

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