Send video emails within Salesforce (using chrome extension)

Requirements:

• Hippo Video chrome extension.  Click here to install

• Hippo Video account

• Salesforce account

Here's a brief walkthrough video on how to send video emails from Salesforce,

To send 1:1 video emails from Salesforce:

1. Login to Salesforce.com, click on the App Launcher icon on the top left corner, and select 'Sales' from the pop-up.

2. 1:1 video emails can be sent from the Leads tab & Contacts tab within Salesforce. Navigate to any one of these tabs.

3. Select a lead from the list. You’ll find the Hippo Video icon at the bottom left of your email compose window.

4. Click on the Hippo Video icon. Select the option from the pop-up.

5. Now, the world of videos is open to you. Create a new video, Import a video from the Hippo Video library, or Record your screen and share it.

6. Once you’ve completed your videos, it is ready to be shared.

7. Click on Insert Video to finish up.

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

9. Now, click on Send. You have successfully sent a video email to your prospect from Salesforce.

Note: To learn how to track the shared videos, click here.

To check out other topics related to this integration.