CRM integration

Sendspark Salesforce integration for personalized video

Sendspark lets Salesforce users record videos from the Salesforce email composer, send personalized videos in list emails, and track video page visits in Salesforce reports and dashboards. It's an advanced integration for sales teams on Growth and above. Sendspark is an AI personalized video platform for B2B sales and marketing teams.

Get Started Now

Sendspark and Salesforce at a glance

Integration type
Instant integration, import source, CRM tracking and share links
How data moves
Prospects can be imported from Salesforce; Sendspark video page visits are sent to Salesforce for reports and dashboards (CRM tracking), and webhooks can push video events into Salesforce records matched by email.
Plan
Growth and above
What you need
The Sendspark Chrome extension for the composer button, your Salesforce Business Unit Account ID for tracking, and a Salesforce webhook URL (Apex or a no-code webhook app) if you want event data on records.
On Salesforce's side
About Salesforce
The problem today

Your CRM can't tell you which emails got watched

Reps send links and attachments from the CRM, but there's no record of who opened the video or how far they got, so pipeline reviews run on opinion. And personal videos stay rare because each one means recording from scratch for a single contact.

How it works

How to use Sendspark with Salesforce

  1. 1

    Connect Salesforce tracking

    In Sendspark, go to Settings, Integrations, click Connect next to Salesforce, enter your Salesforce Business Unit Account ID and save. The row then shows Enabled and its button changes to Edit.

    Salesforce row in Sendspark integrations with a Salesforce Business Unit Account ID field and Save button
  2. 2

    Record from the Salesforce composer

    With the Chrome extension installed, a Sendspark icon appears at the bottom of every Salesforce compose email. Record a new video (camera-only works best for outreach), add your last recording or pick one from your library, then click Insert Video.

    Sendspark menu in the Salesforce composer with Record New Video, Request Video, Add Last Recording and Video Library
  3. 3

    Personalize the video page

    Open the video's edit section and, under Customize, use the personalize dropdown in the header, message or call-to-action to add first name, company name or job title. Set fallback text for each one.

    Sendspark dynamic video editor with first name and company variables, a cloned voice and a website background
  4. 4

    Add the Salesforce share shortcuts

    Click Share Video, then Edit/Add under the shortcuts, find Salesforce and enable the Image URL and Video URL options. Save changes so both appear as shortcuts.

    Sendspark share modal with Salesforce selected under Share with Personalization and a Copy snippet button
  5. 5

    Send it as a Salesforce list email

    Open the contact, click Send List Email, then the image icon, Web Image, and paste the Image URL. Select the image, click the chain link icon and paste the Salesforce Video URL. Use a real email, not a template.

  6. 6

    Send video events to Salesforce with webhooks

    In Sendspark, open Settings, Webhooks, add a name and your Salesforce webhook URL, keep it global and tick the events you want, such as Video Played, Video Watched to the End and Video CTA Clicked.

    Sendspark webhooks list with a global Salesforce webhook turned on and six video events checked
Workflows

What teams do with Sendspark and Salesforce

Send dynamic videos to a Salesforce list

In your dynamic video campaign, click Share Campaign and type Salesforce. Insert the thumbnail link as a Web Image in a Send List Email, then link it to the Salesforce Video link. Previews show the original background, but each recipient gets their own version.

Read the guide

Log video engagement on Salesforce records

Create an inbound webhook in Salesforce with Apex or the Declarative Webhooks app, set the request body to JSON and map Sendspark's payload to the object you choose. Use it to update records or trigger Flows when someone watches or clicks.

Read the guide

Fix a missing Company merge field

If Salesforce doesn't expose Company on the contact, create a custom Company text field under Setup, Edit Object, Fields & Relationships, add it to the Contact layout, then swap its merge code into the company part of your Sendspark video link.

Read the guide
Personalization

What Salesforce data personalizes each video

  • Three variables: first name, company name and job title, in the video page header, message and call-to-action, each with fallback text such as 'Hey there'.
  • The Salesforce Title field maps to Sendspark's job title variable, so fill it in on the contact.
  • Company may need a custom Company text field on the Contact layout before it can be merged.
  • Dynamic videos pick each contact's background from their Salesforce record data; test emails show the original background.
  • Instant-integration videos are inserted as an animated GIF; landing page text and CTA come from your template, logo and colors from your workspace settings.
Analytics

Where you see who watched from Salesforce

Sendspark analytics show who viewed, how much they watched, CTA clicks and likes, and Team Insights is on every plan. In Salesforce, the tracking integration records Sendspark video page visits against leads, contacts and user records for reports and dashboards, and webhooks can write events such as Video Viewed and Video CTA Clicked to the object you map, matched by the viewer's email.

Explore Video Analytics

Sendspark and Salesforce: frequently asked questions

Does Sendspark integrate with Salesforce?

Yes. You can record and insert videos from the Salesforce composer with the Chrome extension, send personalized videos in Send List Email using Sendspark's Salesforce Image URL and Video URL, track video page visits in Salesforce, and push video events to records with webhooks.

Which plan do I need for Salesforce?

Salesforce is an advanced integration on Growth and above. Webhooks and the API are also Growth and above.

Can I see who watched my video in Salesforce?

Yes. Connect tracking with your Business Unit Account ID to see video page visits in reports and dashboards. For event-level data on records, send Sendspark webhooks to Salesforce; matching relies on the viewer's email being known.

Why is the Company variable missing in Salesforce?

Some orgs don't expose a Company field on a single contact. Create a custom Company text field, add it to the Contact page layout, fill it in, and use its merge code in your video link.

Can I paste the Sendspark links into a Salesforce email template?

No. Apply the Image URL and Video URL to an actual email, not a template.

Updated

Make your next outreach personal.

Record one video and let Sendspark do the rest.