Flows are beneficial when you want to structure your communication with customers! It allows you to scale up the number of conversations you have without sacrificing the quality of those conversations.
Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Hippo Video Chrome extension.
Hippo Video + Groove integration. Click on this link to check out the steps for integration.
Here’s how you can create a flow!
Log in to Groove using your credentials.
Click on the icon from the left-side panel and select Create Flow button at the top right.
Name your flow, enter the subject, and select other appropriate options.
Now, click on Save and Next button at the bottom-right corner.
To add a step, input your desired time interval, select a template, and enter the subject.
The Merge fields in Groove allow you to pull in virtually any field from Salesforce that is specific to the person you're reaching out to.
Click on the {!...} icon to see available fields from Salesforce. This includes first name, title, company name, and much more.
By selecting the appropriate merge fields, you’ll be able to track the performance accordingly.
Click on the Hippo Video icon at the top right of your compose window.
Now, the world of videos is open to you. You can now create a new video, import a video from the Hippo Video library, or record your screen and share it.
Once you’ve completed your recording, you must select the user type as Leads/Contacts to whom the video will be shared. This lets you track the performance with ease.
Note: Based on the user type (leads/contacts) selection in Hippo Video, we’ll map the respective merge fields in Groove. For example, if you select First Name in the merge field, for Leads is {!Lead.FirstName} and Contacts is {!Contact.FirstName}.
Now your video is ready to be shared.
Click the Copy to Clipboard button.
Paste it inside the Compose window as a thumbnail and click the Save and Next button.
Click the Add People button to add new people, then click the Save and Next button.
You’ll be redirected to the Summary page, where you’ll be able to see the flow preview. Click the Preview Flow button.
Finally, you have successfully created a flow from Groove.
Note: You can add multiple steps to your flow by clicking on the New Step button (as marked in the above screenshot).
To check out other topics related to this integration.
