So you have now figured out that videos are the best way to put yourself across to people. But you are stuck between using umpteen number of tools, presets, and other editing plug-ins you don’t quite make sense of, just to put up a serviceable video. That’s exactly why we want you to check out this totally efficient and seamless process of Hippo Video SalesForce Integration. 


Integration Setup


  1. Log on to Salesforce.com and click on the Visit AppExchange inside the App Launcher.

  1. Under AppExchange, search for “Hippo Video” and click it.

  1. The next screen, lets you provide/restrict access to this integration for users. Choose the appropriate option and click on “Upgrade”.


  1. Click on “Approve 3rd Party Access” option in the permissions pop-up. 

  1. Scroll down through the “Installed Packages” and double click on “Hippo Video” to install the app.


  1. Once the “Hippo Video” app is installed within Salesforce, Hippo Video widget needs to be configured.

Go back to “App Launcher”, select Sales and click on any of your prospects listed under the “Leads” tab.


  1. Click on the gear icon on the top right corner of the page and select “Edit Page” from the drop-down menu.

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  1. On the top right corner of the page, click on Settings and select Edit Page


  1. Scroll down to find Hippo Video on the bottom left of the page. 


  1. You can now click and drag the Hippo Video widget anywhere on the screen according to your convenience.

         

You can now start sending personalised videos to your prospects.