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Send video emails in Pipedrive (using Chrome Extension)

Requirements:  


Here's brief walkthrough video on how to send video emails from Pipedrive,


To send video emails from Pipedrive: 

  1. Log-in to your Pipedrive account. 

  2. Click on the Contacts tab on the left and then click on People

  3. Click on an existing contact and click on the Email tab on the right inside the contacts page.

  4. You can also add a new contact by clicking on the + Person button on the top left. 

  5. You’ll find the Hippo Video icon at the bottom of your email compose window.

  1. Click on the Hippo Video icon. Select the option from the pop-up.

  2. 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.

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

  4. If you wish to add a virtual background, click the Virtual Background icon below the video preview and select the preferred one. To learn more about the virtual background, click here.

  5. To edit or personalize your video, click the Edit & Personalize button below the video preview and select Quick Edit or Personalize Video.   

  6. If you wish to send out your video via a sales page, click the Sales Page tab on the right side of the video preview and select from the existing template or create a new to embed. Clicon the Thumbnail tab in the top right corner to choose a thumbnail for the video.

  7. Fill in the details and then click on Insert Video to finish up.

  8. You will notice the video gets pasted as a thumbnail inside the compose mailbox. 

  1. Now, click on the Send. You have successfully sent a video email to your prospect from Pipedrive.

Note: To learn how to track the shared videos, click here.


To check out other topics related to this integration. 



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