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How Dubb Integrates With Freshworks
How Dubb Integrates With Freshworks

How Dubb Integrates With Freshworks

Ruben avatar
Written by Ruben
Updated over a week ago

The Dubb-Freshworks integration lets you quickly send and track video messages through your Freshwork 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.

Step 2: Log in to your Freshworks account and from the left panel, open the “Sales conversation” tab and click on “email templates”

Step 3: Click on “create template” on the top right of the page.

Step 4: On the formatting toolbar located at the bottom of the email window, click on the Dubb icon.

You’ll have the option to;

  • Record a video of your screen

  • Record with your webcam

  • Upload from your computer or YouTube

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

Step 5: 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 6: Click send and then track the performance of the video from the reporting section of your Dubb account.

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