integrationsZoho CRM

video reviews, straight from Zoho CRM.

When a deal reaches Closed Won in Zoho CRM, your customer gets a request to record a short video review. The finished review is saved as a note on their contact. Every Zoho data center works.

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Pro and Agency2-minute setupNo code
Automations in the videoreview dashboard
The record page on a customer’s phone
A deal is won in Zoho CRMRequest sent to Mark, 2:04 PM

how it works

1

a deal is won

A deal reaches Closed Won, or the stage you pick.

2

they get asked

A text to the mobile number in Zoho CRM, 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 in Zoho CRM.

you’re in control

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

what sends itA deal reaching Closed Won, or the stage you pick.
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 Zoho CRM.
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 Zoho CRM.

2 sign in and allow

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

3 pick the moment

Go to Requests, then Automations, and choose the stage.

4 turn it on

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

what it can see and change

readsYour deal stages, deals, and each contact’s name, email and mobile number.
writesOne note on the contact for each review that comes in. Nothing else.
neverChanges deals or contact details, and never deletes anything.

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

Zoho CRM questions

How fast does the request go out?

We check Zoho CRM 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 Zoho CRM.

What if the connection breaks?

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

other integrations

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