integrationsSalesforce

video reviews, straight from Salesforce.

When an opportunity is Closed Won in Salesforce, or reaches the stage you pick, your customer gets a request to record a short video review. The finished review is logged on their contact and the opportunity.

Start free, no card See pricing
Pro and Agency2-minute setupNo code
Automations in the videoreview dashboard
The record page on a customer’s phone
A deal is won in SalesforceRequest sent to Mark, 2:04 PM

how it works

1

a deal is won

An opportunity is Closed Won, or moves to the stage you pick.

2

they get asked

A text to the mobile number in Salesforce, or an email from your own address. Right away or after the wait you set, with reminders until they record.

3

the review comes back

The moment they send it, a note with their words and a link to the video is added to that contact and the opportunity in Salesforce.

you’re in control

Set it once in Requests, Automations. Change any of it whenever you like.

what sends itOpportunity Closed Won, or moved to any stage.
when it goesRight away, 1 or 2 hours later, the next morning, or 1 or 3 days later. Only 9 AM to 7 PM if you like.
how it goesSMS, email, or both. SMS uses the mobile number in Salesforce.
remindersUp to 3, as many days apart as you pick. They stop the moment they record.
Google tooAfter their video, they’re asked to post it on Google in one tap, already written from what they said.

set up in 2 minutes

Settings, Integrations in the videoreview dashboard
1 press Connect

In videoreview, open Settings, then Integrations, and press Connect next to Salesforce.

2 sign in and allow

Sign in to Salesforce and press Allow. You’re back in videoreview, connected.

3 pick the moment

Go to Requests, then Automations, and choose Closed Won or a stage.

4 turn it on

Switch it on. The next won opportunity sends the first request.

what it can see and change

readsYour opportunity stages, opportunities, and each contact’s name, email and mobile number.
writesOne completed task on the contact and the opportunity for each review that comes in. Nothing else.
neverChanges opportunities, accounts or contact details, and never deletes anything.

Disconnect any time, from videoreview or from Salesforce. It stops right away.

Salesforce questions

How fast does the request go out?

We check Salesforce every 5 minutes. Then the wait you picked applies, and it goes out.

Will a customer be asked twice?

No. Anyone asked in the last 30 days, or who already left a review, is skipped.

What if they have no mobile number?

If the automation sends SMS and email, it goes by email. If it sends SMS only, they aren’t asked.

Which plan do I need?

Pro or Agency. Agencies connect each client’s own Salesforce.

What if the connection breaks?

You get an email, and the automation shows a red “needs you” box until you reconnect.

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