To improve your sales workflow productivity, you must be up-to-date with every possible data about your leads. Now, instantly connect Hippo Video with the CRM apps you use every day. Hippo Video integrates with Zapier to make your sales journey much more simple.
With Hippo Video’s integration with Zapier, you needn’t use multiple apps to get your things done. This integration helps you automate your sales process, and you’ll never miss out on any of your lead’s information and their activity.
This is how it works:
Whenever a new lead submits their details on any of your platforms and enters your CRM, the same data will be added to Hippo Video instantly. This way you needn’t swap between apps to gather your leads. And you will be able to create a systematic sales workflow within Hippo Video.
Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Zapier account.
To integrate Zapier with Hippo Video:
To sync your leads information from CRM to Hippo Video, click here to first accept the invite.
Login to Zapier account using existing credentials.
Click on available at the top-right corner and search for your CRM in the search bar.
Now, select a trigger to push information from CRM to Hippo Video whenever a new lead is generated.
Once you’ve selected the trigger, click Save + Continue, and connect your CRM account with Zapier.
Then, pick up a sample lead to set up the zap you’ve created.
Now you’re almost there, click on Add a Step, and select Action/Search to add Hippo Video in action.
Search for Hippo Video and connect your account with the email you’ve used to sign up with Hippo Video.
To get the API key, go to the Integrations tab inside Hippo Video.
Click on appearing with the Zapier integration and copy your API key.
Navigate back to your Zapier account and paste your API key in the field provided.
Then map the fields according to your preferences and finish the process by naming your Zap.
Once you’ve integrated, all your leads will be synced to Hippo Video automatically and will create a match on your CRM as each lead falls in.
Here’s a video guide that shows how to integrate Hippo Video with Zapier,
To check out other topics related to this integration.
