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Configure Hippo Video widget inside Salesforce

Requirements:

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

  • Salesforce account.

To add Hippo Video widget in leads & contacts inside Salesforce:

  1. Log-in to Salesforce.com using your existing credentials.

  2. Click on the App Launcher icon from the top left and then click on Sales

  3. 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.

  2. Scroll down to find Hippo Video on the bottom left of the page, under Custom - Managed.

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

  1. Click on Save followed by Back to return to the leads page.

  2. You will now notice that Hippo Video widget has been added to the page.



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

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