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How Dubb Integrates With CapsuleCRM
How Dubb Integrates With CapsuleCRM
How Dubb Integrates With CapsuleCRM
Ruben avatar
Written by Ruben
Updated over a week ago

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;

  • 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 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;

  • 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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