How Dubb Integrates With CapsuleCRM

The CapsuleCRM integration allows you to quickly send and track video messages through your CapsuleCRM — with zero coding.

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

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 CapsuleCRM dashboard and click on the “Contacts & organizations” button on the top left corner, and then click “add notes” at the right of the window.

Step 3: On the add note window, look out for the Dubb icon on the text formatting toolbar and then click on it.

Step 4: You’ll have the option to;

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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