Best Practices for Integrating Vidyard with Your CRM

Best Practices for Integrating Vidyard with Your CRM

In today’s digital age, companies are embracing video as a vital part of their marketing strategy. Vidyard is one tool that businesses are using to incorporate video into their sales and marketing efforts. But Vidyard becomes even more powerful when it’s integrated with your customer relationship management (CRM) system.

In this article, we’ll discuss the best practices for integrating Vidyard with your CRM. We’ll cover everything from understanding the benefits of integration to step-by-step instructions on how to do it.

The Benefits of Integrating Vidyard with Your CRM

Integrating Vidyard with your CRM system provides several benefits. For starters, you can track video engagement and use that data to tailor your sales pitch. By tracking which videos your leads and customers are watching, you gain insights into what’s driving engagement and what’s not.

You can also use Vidyard’s video heat maps to identify which parts of your video are getting the most attention. This information can help you adjust your marketing strategy and optimize your videos for better engagement.

Furthermore, by integrating Vidyard with your CRM system, you can easily share video content with your team. The integration ensures that each team member is up-to-date with the most current video marketing materials, which helps improve sales performance.

Step-by-Step Guide to Integrating Vidyard with Your CRM

Integrating Vidyard with your CRM system is a straightforward process. Here are some guidelines to help you do it:

Step 1: Choose Your CRM Platform

First, you need to decide which CRM platform you want to use with Vidyard. Vidyard has integrations with several popular CRMs, including Salesforce, HubSpot, and Marketo. Make sure the CRM you select has an available Vidyard integration.

Step 2: Install the Vidyard Integration

Once you’ve selected your CRM platform, you need to install the Vidyard integration. You can typically find installation instructions on the Vidyard website or the CRM’s integration page.

Most integrations require you to enter your Vidyard login credentials and API key. You may also need to configure settings such as video security and tracking options.

Step 3: Connect Video to Your CRM

Now that the integration is installed, you need to connect your videos to your CRM. In Vidyard, you can create video playlists and tag them with lead or contact information from your CRM. This tagging enables Vidyard to track video engagement and provide relevant data back to your CRM.

Step 4: Analyze Results and Optimize Your Marketing

With Vidyard and your CRM platform now connected, you can start analyzing your results. Vidyard provides detailed reports on video engagement and viewing trends. Using this data, you can optimize your marketing strategy by adjusting your messaging and video content to resonate better with your audience.


Integrating Vidyard with your CRM system is a valuable step towards improving your marketing strategy. By tracking video engagement and optimizing your marketing materials for better engagement, you can better target your audience and improve your sales performance.

Remember to select a CRM platform that offers a Vidyard integration, and to install the integration properly. Then, connect your videos to your CRM and start analyzing results to adjust your marketing strategy and enhance your overall performance.