Video Engagement in Your Salesforce Activity Timeline
Every video you send is now a tracked Salesforce activity. vitelnk logs video sends, watch events, lead captures, and CTA clicks directly to the matching Salesforce contact or lead record, so your pipeline reflects what's actually happening in the deal, not just what reps remember to log.
Key Benefits
Video sends, views, and leads logged as Salesforce activities automatically
No manual data entry: your pipeline stays accurate without rep effort
Matches video leads to existing Salesforce contacts and leads by email
CTA clicks tracked as high-intent signals on deal records
Works with Salesforce Essentials, Professional, and Enterprise
vitelnk event types you can send on, from lead.captured to video.watched
includes the outbound webhooks this connection runs on
required: the events reach Salesforce through Zapier or Make
How It Works
In Zapier or Make, create a workflow with vitelnk webhook trigger
Add a Salesforce action: create Lead, log Activity, or update Opportunity stage
Map vitelnk fields (email, video_title, watch_percent) to Salesforce fields
Test by watching a video and verifying the activity appears on the Salesforce record
Use Cases
Salesforce opportunity updated with "Video watched: 94%" before discovery call
New lead from video form auto-created as Salesforce Lead with source attribution
Sales manager filters pipeline by "last video engagement" to prioritise follow-ups
CTA click on pricing video logged as "hot lead" activity on opportunity record
Frequently Asked Questions
Currently via Zapier or Make. Setup takes under 5 minutes with no code. A native Salesforce OAuth integration is on our roadmap. When it ships, one-click connect replaces the Zapier bridge.
Any edition with API access: Essentials and above. Zapier's Salesforce integration uses the standard Salesforce REST API available on all paid plans.
The vitelnk lead.captured payload includes the prospect's email. In your Zapier workflow, use the "Find Record" step to search Salesforce by email: update the existing Lead or Contact if found, create a new one if not.
Yes. When Zapier creates or updates a Salesforce record, Salesforce's own Process Builder, Flows, and automation rules fire as normal based on field changes. vitelnk data enters Salesforce cleanly and triggers your existing automation.
video_id, video_title, share_token, share_name, event type, timestamp, plus email and name for lead.captured, and watch_percent for video.watched. Map these to custom Salesforce fields or standard Activity description fields.
In Zapier, after your "Find or Create Contact" step, add a "Create Activity" step in Salesforce. Set Subject to "Video watched: [video_title]", Description to "Watch %: [watch_percent]", and relate it to the matched Contact or Lead record.
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