Capture leads and send them to your CRM
Viewers give their email before the video plays, and each lead goes to your CRM.
Updated
For marketing and sales teams: viewers give their email (and anything else you ask) before the video plays, and each lead goes straight to your CRM or email tool.
Set it up
💡 Each step names the button or setting exactly as it appears on screen. Every video setting is behind the gear icon on the video's card; every share link setting is in the Share tab, under Create Share Link (or ⋮, then Edit on a link).
1
Upload the video with Upload Video
2
Open your Dashboard
3
On the video, click
4
Go to the Share tab
5
Click Create Share Link (or then Edit on a link) and turn on Viewer registration. Leave Allowed viewers empty so anyone can register. On a Room, the same switch is in the Room's settings
6
Go to the Viewers tab and click Add Field to ask for up to 3 more things, like name, company or phone
7
Go to the Settings tab and turn on Notify me when a viewer submits their email to get an email for each lead
8
The leads are under Registered Viewers in the Viewers tab, with the link they came from. Click Export CSV for your CRM
9
To send them automatically: in the sidebar, click Webhooks, then Add Endpoint. Paste your Zapier, Make or n8n URL, tick lead.captured, and click Add Endpoint. Send a sample from the play icon to map the fields
Go further
Viewer registration can't be on together with password protection or message collection on the same link.
Frequently asked questions
Still stuck?
Email [email protected] and we'll help, usually within a day. Or book a 15-min call.