CRM and other apps
Log video views in HubSpot or Salesforce, send videos to Stella, and use Vidler in Gmail, Outlook, Asana, Trello, Zendesk and other apps with a link.
Vidler can tell your CRM when a known person watches your video, and it works in many other apps with nothing more than a link.
HubSpot and Salesforce
When someone whose email Vidler knows starts or finishes one of your videos, Vidler adds it to their record:
- HubSpot: a note on the contact.
- Salesforce: a completed task on the contact or lead.
Vidler knows a viewer's email when they're signed in or gave it at the email gate.
HubSpot and Salesforce are available when your workspace admin connects them. If a row says Not set up on this server, the Setup guide lists what whoever runs your Vidler server needs to add first.
Connect a CRM
- In Settings → Integrations, click Connect on HubSpot or Salesforce and approve Vidler.
- Click Manage and choose what gets logged:
- When someone starts watching and When someone watches to the end.
- Whether to create a contact (or lead) when none matches. Off skips people who aren't in your CRM.
- Skip people in this workspace, so teammates' views stay out.
- Defaults for groups: CRM tracking and the email gate for new videos by people in a group.
Turn tracking off for one video
Each video has its own tracking switch. Open the video, go to its Settings tab and, under Integrations, turn off HubSpot tracking or Salesforce tracking. Your workspace can also set it in video defaults.
Stella
Stella turns a video into a help-centre draft, or replies on a support ticket with a video.
To send a video, open it, click Share → Apps, and choose Stella: draft a help-centre article or Stella: reply on a ticket.
Apps that work with a link
Gmail, Outlook, Notion embeds, Confluence, Asana, Trello, Zendesk, Intercom, Front, Zapier and Make need no connection. Click How it works on any of them in Settings → Integrations for tips.
- Open a video and click Share, then the Apps tab.
- Under Copy for apps, click Copy next to the right format: Email for Gmail, Outlook, Zendesk and Front, Link for Asana, Trello and Intercom, Notion or Confluence for docs.
- Paste it into the other app.
The email format pastes an animated preview that links to the video.