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How Dubb Integrates With YetiForce
How Dubb Integrates With YetiForce

How Dubb Integrates With YetiForce

Ruben avatar
Written by Ruben
Updated over a week ago

The Dubb-YetiForce integration lets you quickly send and track video messages through your YetiForce CRM — 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. www.dubb.com/register

Step 2: Log in to your YetiForce account and on the right panel, click on the “Accounts” button.

Step 3: Open the contacts tab and select the compose email button. When the email window opens, look for the Dubb icon on the text formatting toolbar and click on it.

Step 4: You’ll have the option to;

  • Record a video of your screen

  • 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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