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Transform outreach with video email in Salesforce

Record, send and track video emails directly within Salesforce. This integration puts your two most powerful sales tools in one place.

video email
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How to use video in Salesforce emails

Learn how to record and send a video within your Salesforce email campaigns for sales, marketing, customer service and more.

What is Covideo?

Covideo is the easiest way to record, send, and track video emails. Cut through the noise with the simple solution built for smarter outreach.


People want to do business with people, not technology. Skip impersonal interactions by incorporating personalized video emails into your outreach for prospecting, follow-ups, referrals and more.

receiving a video email
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Breakthrough the noise of a busy inbox by delivering eye-catching video email campaigns that engage your audience and drive action. Promote your next event, showcase your newest product, or share the people and stories behind your brand.

Customer Service

Delight customers with personalized experiences that keep them coming back and telling others. Reduce the risk of miscommunication and misunderstanding by providing a visual demonstration with a detailed explanation in video format.

recording a webcam and screen video

Transform your outreach with video.

Try today and see.


Start a free trial

Send Video Email in Salesforce

Sending video emails in Salesforce has never been an easy task, but we have a new integration that’s going to elevate your outreach for sales, marketing, customer service – you name it. Whether you currently use video or not, it’s now easier than ever to record, send and track video messages within Salesforce email. In this article, we’ll cover everything you need to know about the new integration, including:

  • The value & benefits of using video in Salesforce email
  • What you can do with a video integration in Salesforce
  • How to embed video in Salesforce email
    • How to embed video in email – Outlook
    • Embed video in email – Gmail
  • How to create an email template in Salesforce
  • The future of video email + Salesforce


Using video in Salesforce email

You may be thinking, what is video email? It’s the process of sending a video within an email. While the concept seems simple, the logistics have always made it a headache.

Before video email platforms existed, it was a lengthy process to record and send a video email. Typically, email providers like Gmail and Outlook place size limits on the files you send and receive. As a result, if you wanted to send a video you’d have to find some sort of workaround – like uploading it to video hosting site and sending a link. This process tends to be both inefficient and ineffective, especially when sending videos for business. Why? Recipients are always hesitant to click on links from unknown senders, and more often than not, your video message would get caught in spam filters.

However, video email platforms like Covideo have changed the way businesses record and send video emails. With Covideo, you can easily record, send, and track video messages. You have the ability to record your webcam, screen, or both, making it a frequently used tool amongst sales, marketing, customer service, and recruiting teams. With Covideo, you don’t need to worry about any of the heavy lifting – after you record your video, you can grab your video link and paste it into your email or text message. Covideo automatically embeds a video thumbnail in the body of the email – encouraging your recipients to click on and watch the video. When they do, they are redirected to a branded video landing page where your video is hosted.

Now, with our new integration with Salesforce, you can send email messages in seconds. Let’s dive in and see the value and benefits behind a Salesforce video email.


The value of Salesforce video email

There are many use cases for sending video in email. Video email marketing is becoming one of the most effective ways to engage your audience, but it’s also gaining traction in the sales and customer service industries. Sales teams use video for prospecting, follow ups, and thanks you messages, while customer service teams can send instructional videos or respond to customers that reach out. Video email adds a touch of personalization to your outreach and delivers your message as if you were in person. It’s the best of both worlds: you get the power of video with the convenience and flexibility of an email.

Covideo’s new integration will elevate not only your Salesforce email marketing, but all other forms of your communication and outreach. You can use Salesforce email tracking and Covideo analytics within the same platform. After sending a video, Covideo will automatically log emails in Salesforce. Learn more about the power of using Covideo in Salesforce email:

  • Covideo’s new Salesforce integration allows your team to record, send and track videos directly within the platform, keeping them focused and efficient.
  • Streamline your workflow by eliminating the need to switch back and forth between tools
  • Salesforce automatically tracks all of your Covideo activity so your efforts never go unnoticed.
  • Include Covideo views in lead scoring to help determine your most engaged prospects and target them with follow up campaigns.
  • Quantify your efforts with Salesforce reports where you can better understand the impact of your videos and watch your bottomline grow.
  • Track your ROI by attaching videos to dollars with no guessing.


What you can do with a video email Salesforce integration

Wondering what else you can do other than embed video in email in the marketing cloud? Our video email integration for Salesforce goes above and beyond – and comes with tons of new features. For example, have you ever wondered how to create email alerts in Salesforce so you know when someone’s opened and read your email? When you send a video email, you’ll receive instant notifications that let you know when someone has opened your video email, as well as who clicked on your video, how much of it was watched, and how many times. This data provides insight to better understand your audience and improve your video strategy.

Take a look at some of the features of video email in Salesforce:

  • Record and send new videos directly within Salesforce under contacts and leads.
  • Access your Covideo library and navigate between folders to add existing videos to emails in Salesforce.
  • Control and assign landing pages, calls-to-action and thumbnails before sending.
  • Covideos sent and viewed are automatically tracked as events under the activity tab.


How to embed video in Salesforce email

If you simply want to know how to send a mass email in Salesforce, then use the guide below to learn about Covideo’s Salesforce integration.

It’s important to note that ONLY admins of a Salesforce account can install the Covideo Salesforce integration. If you need more information about this, please contact for assistance. Let’s dive into how to install Covideo and how to embed a video in Salesforce email campaigns.


Step 1. Go to “integrations”

In your Covideo account, you will see a tab title “integrations” at the top of your video library.

Click on the button that is titled “Salesforce.”


Step 2. Connect your Covideo account to Salesforce

Once you press the connect button you will need to sign into your Salesforce account.


Step 3. Recording, adding, and sending a video

In your Salesforce account, open the lead or contact that you’d like to send a video to. Then switch to the “Covideo” tab and login into your account if needed. Here, you can add a video to an email or record a new one.

When you email a Covideo it will be added to your activity log, like the listed emails in Salesforce, you will see if any Covideos are sent to a specific lead.

So, can you embed a video in an email within Salesforce? Yes! Through the Covideo’s Salesforce integration you will be able to seamlessly record and share videos. You no longer have to research if you can embed youtube video in email for Salesforce, Covideo’s got you covered.


Create an email template in Salesforce

Email templates are a great way to save your time and standardize the emails you and your team send to others. Templates you create in Salesforce are automatically private, but you can make them available for use by others!

Designing emails templates is simple in Salesforce. Click “New Email Template” and enter the new template’s name. Note that a template can be chosen only when the email you are composing has a corresponding “Related To” record. Click on this link to learn more about a new email template in Salesforce.

In the HTML Value field, you can design the email template that you’d like you and your team to use. The best part is you can add images and embed video in the Salesforce email template. Use the “Insert Images” icon or copy and paste your Covideo with the CRM code. Click the Merge icon and use the merge picker to insert merge fields. Click the Source icon to add HTML code. Add any attachments you want in the template. Once a template is saved, any content document links (Salesforce file links) are converted to content asset links. Don’t forget to click “Save.”

The best email templates have videos to help the sender stand out in the recipient’s crowded inbox. You can get more ideas for your Salesforce email templates by looking up email templates for Outlook and Gmail.


Send videos in Salesforce Email today

Video is the most searched for content on the Internet. Using Covideo’s Salesforce integration will compliment you and your team’s business communication by allowing you to stand out in the inbox.

Covideo is the first video email service in Salesforce, and with a Start a free trial account you can experiment without video email programming in Salesforce today.

Contact our video experts today or get your 7 day free trial.


Record your first video in minutes.

Try today and see.


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