Requirements:

  • Hippo Video Account. Sign-up here if you are a new user. 

  • Hippo Video Chrome extension. Click on this link to install.

  • Hippo Video + Freshsales/Freshworks CRM integration. Click on this link on how to integrate.

To send 1:1 video emails from Freshsales/Freshworks CRM:

  1. Log-in to Freshsales/Freshworks CRM using your credentials.

  2. Click on the Contacts/Leads from the quick navigation bar on the left and then click the respective contact.

  3. Click on the top.

  4. In the compose mailbox, click on the Hippo Video icon at the bottom left.

  1. Click on Start Recording to record your message.

  2. Once the recording is complete, click on Finish Recording.

  3. Select the text New Recording above the video to change the default video name to a name of your choice.

  4. Click on Edit Video, to modify the video, if required. 

  5. Once you have completed editing, your video is now ready to be shared.

  6. If you wish to send out your video via a landing page, click the Sales Page tab on the top right corner to select a landing page template to embed.         

  7. Thenclick on the Thumbnail tab on the top right corner to choose a thumbnail for the video.    

  8. Once you’re done, click on the Insert Video

  9. You will notice the video gets pasted as a thumbnail inside the compose mailbox.

  1. Enter the prospect’s email and choose the template or enter the message below. 

  2. Now, click on the Send. You have successfully sent a video email to your prospect from Freshsales/Freshworks CRM.