Integrating MailVideo with HubSpot allows you to send personalized video messages directly from your CRM, track video engagement, and automatically log activities to your contacts and deals.
Prerequisites
Before you begin, make sure you have:
- An active MailVideo account
- A HubSpot account with appropriate permissions
- Admin access to both platforms (or work with your admin)
Step 1: Install the MailVideo Integration
- Access HubSpot Marketplace: Log into your HubSpot account and navigate to the App Marketplace
- Search for MailVideo: Use the search function to find the MailVideo integration
- Install the App: Click “Install app” and follow the prompts
- Grant Permissions: Authorize the necessary permissions for MailVideo to access your HubSpot data
Step 2: Connect Your MailVideo Account
- Open Integration Settings: In HubSpot, go to Settings > Integrations > Connected Apps
- Find MailVideo: Locate MailVideo in your connected apps list
- Configure Connection: Click “Configure” and enter your MailVideo credentials
- Test Connection: Verify the connection is working properly
Step 3: Configure Integration Settings
Automatic Activity Logging
- Enable Auto-logging: Turn on automatic logging of video activities to HubSpot
- Choose Activity Types: Select which activities to log (video sent, video viewed, etc.)
- Set Default Properties: Configure default properties for logged activities
Contact Synchronization
- Sync Preferences: Choose how contact information syncs between platforms
- Field Mapping: Map MailVideo fields to corresponding HubSpot properties
- Update Frequency: Set how often data should sync
Step 4: Using MailVideo in HubSpot
Recording Videos from HubSpot
- Navigate to Contact/Deal: Open any contact or deal record in HubSpot
- Find MailVideo Widget: Look for the MailVideo integration panel
- Record Video: Click “Record Video” to start recording directly from HubSpot
- Send Video: Complete your video and send it to the contact
Tracking Video Engagement
- View Analytics: See video view data directly in the contact timeline
- Engagement Scores: Track which contacts are most engaged with your videos
- Follow-up Triggers: Set up workflows based on video engagement
Step 5: Advanced Features
Workflow Integration
- Create Workflows: Use HubSpot workflows to automate video sending
- Trigger Conditions: Set up triggers based on contact behavior or properties
- Personalization: Use HubSpot contact data to personalize video messages
Reporting and Analytics
- Video Performance: Track video performance across your HubSpot pipeline
- Contact Engagement: Monitor which contacts engage most with video content
- ROI Tracking: Measure the impact of video on your sales process
Best Practices
Organization
- Naming Conventions: Use consistent naming for your videos
- Folder Structure: Organize videos by campaign, product, or sales stage
- Template Creation: Create video templates for common use cases
Personalization
- Use Contact Data: Leverage HubSpot contact properties in video messages
- Company Information: Reference the contact’s company and industry
- Previous Interactions: Mention previous conversations or meetings
Follow-up Strategy
- Automated Sequences: Set up automated follow-up sequences
- Engagement Triggers: Create tasks based on video engagement
- Multi-touch Campaigns: Combine video with other outreach methods
Troubleshooting Common Issues
Connection Problems
- Check Permissions: Ensure you have admin access to both platforms
- Re-authenticate: Try disconnecting and reconnecting the integration
- Browser Issues: Clear cache and cookies, try a different browser
Video Not Logging
- Verify Settings: Check that auto-logging is enabled
- Permission Check: Ensure MailVideo has permission to write to HubSpot
- Contact Existence: Verify the contact exists in both systems
Sync Delays
- Wait Time: Allow up to 15 minutes for data to sync
- Manual Sync: Try manually triggering a sync if available
- Check Status: Look for any sync error messages
Getting Support
If you encounter issues with the HubSpot integration:
- Check Settings: Review all integration settings first
- Documentation: Consult both MailVideo and HubSpot documentation
- Contact Support: Reach out to MailVideo support with specific error messages
- HubSpot Support: For HubSpot-specific issues, contact their support team
Security and Privacy
Data Protection
- Encryption: All data transmitted between platforms is encrypted
- Access Control: Only authorized users can access integration settings
- Audit Logs: Track all integration activities for security purposes
Compliance
- GDPR Compliance: The integration respects GDPR data handling requirements
- Data Retention: Configure data retention policies according to your needs
- Privacy Settings: Respect contact privacy preferences
The MailVideo-HubSpot integration streamlines your video messaging workflow and provides valuable insights into your video engagement. Take advantage of the automation features to scale your personalized outreach while maintaining the personal touch that makes video so effective.