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Send video emails to lead/contact from Zoho CRM

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 + Zoho CRM integration. Click on this link to learn how to integrate.

To send video emails to lead/contact from Zoho CRM:

  1. Log-in to Zoho CRM using your credentials.

  2. Click Leads/Contacts from the top bar > select respective lead/contact > click the Send Email button at the top.
    Leads menu

Contacts menu

  1. In the compose window, click on the Hippo Video icon.

  1. Select the option from the pop-up.

  1. Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. To learn how to enable it, click here.

  2. You can create a new video or import a video from the Hippo Video library or record your screen and share.

    1. To learn how to create a new video, click here

    2. To learn how to import a video from the Hippo Video library, click here.

    3. To learn how to record your screen, click here.

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

  4. If you wish to send out your video via a sales page, click the Sales Page tab on the top right corner to select a sales page template to embed and then, click on the Thumbnail tab on the top right corner to choose a thumbnail for the video. To learn how to set sales page and thumbnail, click here.   

  5. The email id of the selected lead/contact will be populated automatically. Click on Copy to Clipboard to finish up.

  6. Press Ctrl+V and 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 Zoho CRM.


To check out other topics related to this integration, click here.



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