Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Hippo Video Chrome extension. Click on this link to install.
Installing Hippo Video chrome extension for Zoho CRM integration:
Go to Chrome Web Store.
Search for Hippo Video in the search bar on the left.
You will see Hippo Video: Video and Screen recorder listed on the right. Click on Hippo Video card.
Click on Add to Chrome and then click on Add extension from the pop-up.
Once the installation is complete, you will notice the Hippo Video icon added to your browser.
Click on the Hippo Video icon on top and click sign-up to create a new account.
Or, you can log-in to Hippo Video using your existing credentials in a new tab if you are an existing user.
Click on More icon from the left navbar > Settings > Integrations.
Or click on the Settings icon from the left navbar and select the Sales tab.
Scroll down to find Zoho CRM: Quick Record Widget, and switch the toggle state to ON and complete the integration.
To ensure completion of the integration, log-in to your Zoho CRM account in a new tab and look for the Hippo Video icon at the top left of your email window.
To check out other topics related to this integration, click here.