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How Dubb Integrates With SimplyCRM
How Dubb Integrates With SimplyCRM

How Dubb Integrates With SimplyCRM

Ruben avatar
Written by Ruben
Updated over a week ago

The Dubb-SimplyCRM integration lets you quickly send and track video messages through your SimplyCRM — with zero coding.

You can record your screen, webcam, or both. And with Dubb's real-time notifications you can track and see;

  • Video watch rates

  • Who watched the video and when they watched

  • Emoji reactions

  • Call-to-action engagements

  • Video replies

Here’s how to set it up;

Step 1: Install Dubb Chrome Extension from the Chrome Store and sign in to your Dubb account.

You can sign up here in 30 seconds if you don’t already have an account.

Step 2: Log in to your SimplyCRM dashboard and click on the “Contacts” button to open a list of all your contacts.

Step 3: Select a contact from the list and on the top pane, select “Email” and then “Add Email” to compose an email.

Step 4: When the email window opens up, look out for the Dubb icon on the text formatting toolbar and then click on it.

Step 5: You’ll have the option to;

  • Record a video of your screen

  • Recording with your webcam

  • Upload from your computer or YouTube

  • Or select a pre-recorded video from your Dubb library.

Step 6: After selecting your video,add a personalization text using the field above the video, then click on insert video. A preview GIF will be generated automatically.

Step 7: Click send and then track the performance of the video from the reporting section of your Dubb account.

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