How to use Loom's Salesforce integration (beta)

Use the Salesforce integration to gain insight into how your videos are performing, directly in Salesforce. 📈

If you're a Loom Workspace Creator and Salesforce user, you can use the Salesforce integration to better understand your videos' performance. After your Admin has enabled Loom's Salesforce integration, you'll be able to get started.

First create a Loom video and use a unique link to share with your contact.

  1. Record your outreach video using Loom.

  2. Navigate to the Loom video share page and click Copy public link above your video. Make sure to change your video's privacy settings to Public. At the bottom of the menu that expands, click Sync with Salesforce.

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  3. From here, add the email of the recipient of your video. This action will generate a unique link. You will need to use this link when you share the video with your contact.

    If you plan to share the video with more than one email address, make sure you use the correct unique link.

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  4. After you've added an email, you'll see that the link has been saved.

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  5. Email your Lead, Contact, or Opportunity the video link. In Salesforce, you will be able to see the Loom application under the Details tab. Engagement Insights that come from your video will appear there.download.jpeg

Questions, comments, concerns? Contact us here.  

Happy recording! 🎥 😄

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