Getting started with Video Sales Agent
Vidyard’s Video Sales Agent uses action triggers in your preferred CRM, MAP, or sales engagement tool to create and share one-to-one personalized AI videos with ease. You don’t need to lose that personal touch when sending emails in bulk through a campaign—Vidyard sends each viewer customized videos tailor-made for them.
You can use a variety of platforms to enable efficient, automated outreach at scale with Video Sales Agent. For example, you can:
- Set your videos to send through a HubSpot workflow
- Add your videos to Marketo’s Smart Campaigns
- Send videos through Salesloft Cadences
- Create videos for contacts and leads in Salesforce campaigns
Below, you’ll find some inspiration for how to best use Video Sales Agent in your platform of choice. Please note, these are only examples—there are many more ways for you to get started!
Video Sales Agent for HubSpot
Want to send someone a personalized video immediately after they interact with one of your HubSpot pages? You can set up enrolment triggers in your Workflow that send a custom email template from HubSpot with an AI generated video tailored to the recipient.
- Check out HubSpot’s information on How to create workflows
- Learn more about how to Set your workflow enrolment triggers
- Get started by reaching out to your Vidyard Customer Success Manager, or our Sales team
Video Sales Agent for Marketo
Video Sales Agent for Marketo allows you to seamlessly integrate AI video into your Smart Campaigns. For example, you can set up a Marketo form on a Vidyard video to ingest user data, then have a custom AI generated video with your likeness sent out automatically to that person right after they hit submit.
- Check out Marketo’s Understanding Smart Campaigns
- Learn more about How to create your own Smart Campaigns
- Get started by reaching out to your Vidyard Customer Success Manager, or our Sales team
Video Sales Agent for Salesloft
During the setup of any cadence, a cadence ID is created in Salesloft. Video Sales Agent uses the ID of the cadence you choose to send a personalized, AI video with your likeness to each recipient added to that cadence.
- Check out information on Salesloft’s cadences
- Learn more about Cadence locations & layout
- Get started by reaching out to your Vidyard Customer Success Manager, or our Sales team
Video Sales Agent for Salesforce
Want to create personalized videos for anyone you enroll in a Salesforce campaign? You can customize your Flows, as well as your Contact and Lead records to create and send a custom video for each enrolled contact or lead in your campaign.
- Check out Salesforce’s article on how to create Campaigns
- Learn about how you can customize Salesforce’s Process Automation Flows
- Get started by reaching out to your Vidyard Customer Success Manager, or our Sales team