TLDR: Perceive how your group can combine Vidyad’s Video Agent throughout 8,000 apps, greatest practices, and pre-built templates for simple Zap creation.
We’re going to take a (not so) wild guess… Your group makes use of video.
You realize that customized video drives engagement, however manually recording movies doesn’t scale. Consequently, you may discover your group reserving video for a couple of high-value moments in your gross sales course of.
That’s why our group has been laborious at work constructing Video Agent, which now integrates with Zapier. Vidyard’s Zapier integration connects Video Agent to eight,000+ apps in order that groups can automate customized AI Avatar movies throughout the customer journey.
Now your group can routinely create and ship customized AI Avatar movies throughout the instruments you’re already utilizing throughout your gross sales tech stack.
We’re going to speak a bit about our Video Agent in case you’re not acquainted and the assorted methods you’ll be able to combine utilizing Zapier, sizzling to get began, and particular workflows your group can use.
What Vidyard’s Zapier integration does
Have you ever tried Video Agent but? This new software from Vidyard allows groups to routinely create and ship AI Avatar movies primarily based on actions prospects and prospects take. Somebody downloads a white paper or requests a demo? A personalised video is routinely created and despatched!
It doesn’t matter what actions they take, your group can use the ability of customized video with no additional elevate. Now with our Zapier integration, you’ll be able to join Video Agent to the remainder of your tech stack by way of no-code automations that allow your group construct workflows (Zaps) utilizing triggers and actions.
Whether or not a prospect books a gathering, submits a type, joins a marketing campaign, or engages along with your content material, Video Agent can create a tailor-made video immediately. And with Vidyard’s new pre-built actionable workflows for instruments like Salesloft, Chili Piper, and Mailchimp, groups can launch automation in seconds with none setup.
Video Agent triggers out there in Zapier
With Vidyard and Zapier you’ve the ability to create your individual workflows — however listed below are some widespread triggers to ship a video by way of our integration:
- New assembly booked (Calendly, Chili Piper, HubSpot Conferences)
- Kind submitted (Typeform, HubSpot Types, Webflow)
- Lead created or up to date within the CRM (Salesforce, HubSpot, Pipedrive)
- New decision-maker looped into the gross sales course of
- Contact added to a selected checklist, phase, or marketing campaign
- Recognized video view , when a recognized viewer watches your video, set off follow-up in Slack, ActiveCampaign, Mailchimp, or different instruments
Video Agent actions in Zapier
Whenever you program a Zap, right here’s what occurs behind the scenes:
- Generate a personalised AI Avatar video from a Vidyard Marketing campaign utilizing contact information from the set off
- Route the generated video hyperlink and key metadata into different techniques for supply and monitoring
- Push video engagement information (views, watch time) to different techniques
Utilizing a group member’s avatar helps each automated video really feel private and constant, giving consumers a well-known face at each touchpoint whereas nonetheless scaling outreach routinely.
How Zapier compares to native Vidyard integrations
Vidyard has labored laborious on integrating with the prevailing instruments you employ, together with a local Hubspot integration.
However, now with Vidyard + Zapier, groups have the ability of simple, automated integration when your triggers and routing reside exterior our native integrations, or when it’s worthwhile to join a number of instruments rapidly. We all know that the instruments groups are utilizing are altering within the age of AI gross sales instruments and we wish to work all over the place for each sort of group.
Zapier is utilized by groups of all sizes and styles, usually for multi-tool tech stacks, these with customized workflow necessities, and speedy prototyping.
How you can join Vidyard to Zapier
Zapier is designed to make integrations simple, even for groups with a lighter tech stack.
Right here’s easy methods to get began!
Step 1: Create or log in to your Zapier account
If you happen to don’t have already got an account, you’ll be able to join free. You may take a look at issues out with primary Zaps and improve as your group uncovers the ability of the platform.
Step 2: Join your Vidyard account
First, be sure you’re logged into your Vidyard account. If in case you have an administrator account, chances are you’ll wish to use this to create the entire Zaps (though group members can create their very own as nicely).
In Zapier, on the left facet, navigate to “App Connections” and click on “Add New Connection” and seek for Vidyard. Be sure you have pop-ups enabled, because the authentication to login and join the accounts will seem.
Choose “Authorize” and your account ought to now be linked!
If you happen to’re having any bother, our group is all the time right here to assist.
Step 3: Construct your first Zap
Now you wish to navigate to “Zaps” and click on “Create” to get began.
Zapier is predicated on a trigger-and-action construction. You may set this up your self or use Zapier’s AI Copilot to explain the Zap you wish to create. Whereas their AI is fairly cool, it’s additionally tremendous simple to create Zaps your self!
First, you wish to select a set off app. Consider the set off app as the opposite software (not Vidyard!) inside your workflow, like a Webflow, Chili Piper, or Salesforce. If these apps aren’t already linked, you’ll must do Step 2 for every of those as nicely.
Then choose the set off occasion, corresponding to a gathering booked.
Then add Vidyard because the motion and “Generate marketing campaign video” because the motion occasion.
Your Zap will look one thing like this:
In order for you some concepts, you’ll be able to try our pre-built Zap templates for widespread workflows to speed up setup.
Step 4: Add in AI by Zapier
To create a script to your video, you will have to make use of AI by Zapier, which is constructed immediately into the Zap stream.
You may then enter a customized immediate, which is able to generate the script end result you need. We suggest testing out this immediate previous to going reside, so you’ll be able to make sure the video script generated is precisely what you’re on the lookout for.
On this step, you can too have it pull in customized fields from the primary software, like Google Calendar, Chili Piper, or your CRM. So your video script can embody your prospect’s first title, firm, and different particulars.
Step 5: Map contact information to Video Agent
On the suitable facet, you will notice fields so as to add in to make sure that your customized video is utilizing the prospect’s data. You may enter dynamic information like title, firm, assembly instances, assembly subjects, and different personalized fields (primarily based in your Video Agent setup inside Vidyard).
This may be certain that the AI Avatar video generated makes use of these fields.
Step 6: Configure video supply
Subsequent, select the way you need the generated video to be delivered. Relying in your workflow, you’ll be able to ship the video hyperlink and thumbnail by way of Gmail or Outlook, put up it in Slack or Groups, create a CRM activity with the video included, or go it right into a advertising automation sequence. If these instruments aren’t linked to your Zapier account, you’ll want to try this to finish this step.
As a result of Zapier handles the handoff, reps don’t want to repeat and paste hyperlinks, the video is routinely routed to the following step in your course of.
Need assistance? Watch this tutorial video or contact our group.
7 Video Agent workflows you’ll be able to construct with Zapier
Listed here are some concepts and in-depth explanations on easy methods to create the occasions and actions in Zapier.
First-touch outreach for brand spanking new leads
- Set off: New lead created in your CRM (Salesforce, HubSpot, Pipedrive) or a high-intent type submission
- Motion: Video Agent creates a personalised introduction video utilizing the lead’s title, firm, and supply
- Supply: E-mail sequence or direct ship by way of Gmail/Outlook
The result: Improves the percentages that your first contact will get seen and replied to, and ensures each new lead receives a video with out including guide work for reps.
Assembly affirmation movies (cut back no-shows)
- Set off: New assembly booked in Chili Piper, Calendly, or HubSpot Conferences
- Motion: Video Agent generates a personalised AI Avatar video confirming the assembly, introducing the rep, and setting expectations for the dialog
- Supply: E-mail by way of Gmail or Outlook, and optionally a calendar follow-up message
The result: Helps cut back no-shows by making the affirmation really feel private and clear, ideally that includes a fast agenda and what they need to count on.
Submit-demo follow-up and subsequent steps
- Set off: When the chance strikes to a brand new stage in your CRM put up demo
- Motion: Video Agent generates a recap video thanking the prospect, summarizing key factors mentioned, and outlining subsequent steps
- Supply: E-mail despatched routinely, or a CRM activity that prompts the rep with the video hyperlink able to ship
The result: Retains momentum after the demo by making the following steps specific and simpler to comply with.
Proposal and pricing walkthrough
- Set off: Proposal despatched or alternative moved to subsequent stage in your CRM
- Motion: Video Agent creates a personalised video strolling by way of the proposal, highlighting key worth factors and addressing widespread questions
- Supply: E-mail alongside the proposal doc
The result: Helps prospects perceive pricing sooner and reduces back-and-forth by answering widespread questions upfront.
Onboarding welcome movies
- Set off: Deal closed/gained in your CRM, or a brand new buyer file is created in your buyer success platform
- Motion: Video Agent generates a welcome video from the CSM, introducing themselves and outlining the onboarding course of
- Supply: E-mail or buyer success platform
The result: Units a constructive tone for the shopper relationship and reduces time-to-first-engagement.
Renewal and check-in reminders
- Set off: Renewal date approaching (60, 30, or 14 days out) or scheduled QBR
- Motion: Video Agent creates a personalised check-in video from the CSM, highlighting the account worth delivered and welcoming dialog
- Supply: E-mail or Slack notification to CSM with video hyperlink able to ship
The result: Retains CSMs proactive on renewals and makes outreach really feel extra private at scale.
Occasion and webinar follow-up
- Set off: Contact registered for or attended a webinar (by way of Zoom, Webflow, or advertising automation)
- Motion: Video Agent generates a personalised thank-you video with key takeaways and a related CTA after occasion or webinar
- Supply: E-mail sequence
The result: Stands out from generic post-event emails and will increase the chance of a subsequent step, like a demo request or content material obtain.
Pre-built Zap templates to get began
We have now some pre-built Zapier + Vidyard templates past creating and sending movies with Video Agent.
Video analytics templates
Whereas creating and sending movies is superior, your group additionally wants information to grasp which scripts and workflows are resonating with prospects and prospects.
With these pre-built Zaps, you’ll be able to routinely ship video particulars right into a Google Sheet or Excel for reporting and QA.
Staff notification templates
Whereas movies are being generated and despatched within the background, your group ought to nonetheless concentrate on what’s occurring. This Zap allows groups and managers to be told of rep video exercise and rejoice wins when important movies are considered.
Social promotion templates
Whereas we’ve principally talked about utilizing Video Agent and Zapier to create movies for gross sales prospects, we will’t overlook about advertising! Groups also can use this integration to routinely create and put up new movies to LinkedIn or different social platforms.
Greatest practices for Video Agent automation with Zapier
We get tremendous excited fascinated by all of the methods groups can use video throughout their advertising, gross sales, and success groups. However, we even need to remind ourselves to take a breath and assist groups nail the basics earlier than we get too far into the fantasy of what’s attainable.
So listed below are some greatest practices for groups to get began utilizing Video Agent + Zapier which you can construct on over time.
Begin with one high-impact workflow
The place are you already seeing success with video? This can be a great spot to start out! Most frequently, groups discover that beginning with assembly confirmations or chilly outreach can have probably the most influence as they’re high-volume use instances with fairly straight ahead measurement.
Validate one workflow earlier than transferring onto the following. We all know it’s laborious to keep away from temptation, however this may set a strong basis to your group.
Personalize past first title
The extra customized your video will be, the higher! Movies are simplest once they reference particular context: firm title, business, assembly subject, or ache factors mentioned.
Inside the Zapier integration, you’ll be able to map related information factors in every workflow to customise the script with as a lot element as attainable.
Take a look at your Zaps earlier than going reside
Earlier than you begin sending Video Agent generated movies to prospects, be sure you take the time to essentially take a look at out your Zap. Does the script sound the way you need it to? Is it coming from the suitable group member? Is it pulling in the suitable information to customise your script?
It’s best to ship take a look at movies to your self or a colleague earlier than absolutely going reside.
Monitor and iterate
Don’t set and overlook! Be sure you’re monitoring video view charges, response charges, and conversion metrics for every particular workflow. The information in Vidyard’s analytics and inside your CRM might help you determine which movies and workflows are driving probably the most influence and optimize accordingly.
Measuring ROI from automated video workflows
How have you learnt that you simply’re getting worth connecting Video Agent to your tech stack with Zapier? There are a couple of key methods to not solely perceive the worth of this implementation, however how video is resonating along with your prospects and prospects.
Key metrics to trace
- Video view fee: proportion of recipients who watch the video
- Watch time: how a lot of the video recipients eat
- Response fee: replies or next-step actions following video supply
- Assembly present fee: for affirmation workflows, observe attendance vs. no-shows
- Pipeline velocity: time from set off occasion to subsequent stage or closed deal
Benchmarking your outcomes
There are two methods to benchmark outcomes: in opposition to your individual information and in opposition to others.
If you happen to used customized video beforehand, evaluate these movies to your Video Agent generated video metrics. If you happen to haven’t used video beforehand and are leaping proper in, evaluate video-based interactions to how your group used to do issues.
You can even take a have a look at our Way forward for Income Report to grasp how AI and video are reshaping GTM methods and the way you evaluate to groups who’ve completely carried out AI video into their methods.
Connecting Vidyard analytics to your reporting stack
Whereas your video analytics is viewable inside your Vidyard dashboard, you can too push this information to Google Sheets, Salesforce, or different enterprise intelligence instruments for centralized reporting. This helps managers get a greater understanding of what’s resonating most, which they’ll then share throughout group members to assist each rep be their greatest.
Vidyard + Zapier = a brand new world of alternative
Video Agent and Zapier’s integrations removes the operational friction that beforehand prevented groups from scaling customized video, unlocking a world the place each prospect will get the identical stage of personalization and care.
As you get began, please share your wins with our group! We’re excited to see how our prospects proceed to shock us within the distinctive methods video might help them shut extra offers and develop their income.
Need to check out Video Agent and Zapier? Get began without spending a dime with 15 AI Avatars and use Zapier to routinely create and ship these movies utilizing any of the workflows above.
FAQs:
Do I want a paid Vidyard plan to make use of the Zapier integration?
You don’t want a paid Vidyard plan to make use of primary Zaps. Nonetheless, if you wish to use Vidyard’s Video Agent options to routinely create and ship movies by way of Zapier integrations, you will have to make sure your group has this paid performance.
What if I exploit HubSpot? Ought to I exploit Zapier or the native integration?
If you happen to use HubSpot, the native Vidyard integration is the very best place to start out. It provides you seamless video monitoring, logging, and electronic mail workflows immediately inside HubSpot.
Zapier turns into the higher alternative while you wish to prolong a workflow past HubSpot, for instance, including additional steps like pulling in information from different instruments, producing AI-written summaries, or coordinating a number of actions throughout your stack. Zapier makes it simple to chain collectively HubSpot, Video Agent, an LLM, and some other apps concerned within the course of.
How lengthy does it take to arrange a Video Agent workflow in Zapier?
Establishing a Video Agent workflow in Zapier takes lower than 5 minutes!
Can I customise the AI Avatar video content material for every workflow?
Sure, groups can implement dynamic information to customise the AI Avatars video for every workflow.
How do I do know if my automated movies are working?
You may observe the efficiency of your automated movies in your Vidyard Marketing campaign analytics.
Every Marketing campaign reveals you what number of movies had been generated, what number of had been watched, and the way viewers engaged with them. In case your Zap pushes information into HubSpot, Salesforce, or one other software, you can too monitor replies, assembly present charges, and deal development there.
Can I exploit Zapier to automate video for buyer success, not simply gross sales?
Sure, groups can use Zapier to routinely create movies for numerous buyer success use instances together with for onboarding, renewals, after a person submits a help request, or in the event that they discover a group isn’t utilizing sure options or getting probably the most out of the product.
