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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 own platform is easy!

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


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Step by Step: How to copy your video

1. Click on the "Copy Video" icon to the right of 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

The CRM Code gives you the option copy your video, but also adjust your video landing page, calls-to-action, and thumbnail without having to change your default design options.

1. Click on the "SEND & SHARE" icon to the right of the video you want to copy

2. Click on the "Share" tab at the top of the page.

3. Make your design selections at the right.

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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