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Freshsales + Vimeo Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshsales and Vimeo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

About Vimeo

Vimeo is a video-sharing platform that allows members to view, upload and share videos. It has a lot of privacy and group features.

Vimeo Integrations

Best ways to Integrate Freshsales + Vimeo

  • Freshsales Vimeo

    Freshsales + Vimeo

    Upload a video in Vimeo when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Vimeo Upload a video
  • Freshsales Vimeo

    Freshsales + Vimeo

    Upload a video in Vimeo when New Contact is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    Vimeo Upload a video
  • Freshsales Vimeo

    Freshsales + Vimeo

    Upload a video in Vimeo when New Lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Vimeo Upload a video
  • Freshsales Freshsales

    Vimeo + Freshsales

    Create Lead to Freshsales from New Video of Mine in Vimeo Read More...
    Close
    When this happens...
    Freshsales New Video of Mine
     
    Then do this...
    Freshsales Create Lead
  • Freshsales Freshsales

    Vimeo + Freshsales

    Update Lead in Freshsales when New Video of Mine is created in Vimeo Read More...
    Close
    When this happens...
    Freshsales New Video of Mine
     
    Then do this...
    Freshsales Update Lead
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + Vimeo in easier way

It's easy to connect Freshsales + Vimeo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • New Video I have Liked

    Taggers when you likes a video.

  • New Video by Search

    Triggers when new video is added that matches the search.

  • New Video by User

    Triggers when a user (your choice) posted a video.

  • New Video of Mine

    Triggers when i added a video

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Upload a video

    Upload a video on your vimeo account.

How Freshsales & Vimeo Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vimeo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to Vimeo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshsales and Vimeo

  • Freshsales is a cloud-based, sales software that helps businesses to manage their sales pipeline, create quotes, track their leads, organize their meetings and conduct their sales activities online. It is a software that is used by many businesses. It has many features including lead management, email marketing automation, inventory management, recurring revenue, reporting, email tracking and forecasting.
  • Vimeo is a video sharing website where users can upload, share and view videos. Users can watch movies online or via their mobile devices. Vimeo is an independent platform that is owned by Vimeo, Inc. The company was founded in 2004 by Jacob Lodwick and Zach Klein.
  • Integration of Freshsales and Vimeo

    Freshsales integrates with various products including Google Apps for Work, Box, Dropbox, Gmail, Freshdesk, Freshchat, Freshteam, Freshcaller, Freshchat, Freshalerts, Freshsales CRM for Outlook and more than 9 other applications and tops. It also allows for the integration of Freshsales and Vimeo so that users of both these platforms can use them to achieve the best results.

  • Accessing data of sales leads from Freshsales through Vimeo
  • Freshsales uses tags to allow users to filter and find specific sales leads. For example, if the user wants to get all contact information of sales leads from USA then he can just add USA to the tag field and get all contacts from USA. This option of tagging the sales leads is available in Freshsales but it can be extended to Vimeo also and users can add tags on their videos and retrieve all videos with a certain tag like US or California etc.

    Tag. https://www.vimeo.com/tags/tag_name

    To use this method one needs to log into the Freshsales account and go to the Account Settings section. Then go to “Other” link on the left side menu and click on Vimeo Integration button on the right side. This will open the Vimeo Integration page where you can add your account info on the form provided on that page. Once you have added your account details here, you will be able to access your Vimeo videos from Freshsales. You can also add a tag to your Vimeo videos so that you can access these videos with a specific tag. For example if you have a video named “John’s video” it is possible to add a tag to this video named “John” so that whenever John’s video is created then this tag will be automatically added. Then you can use this tag in any report of Freshsales where you want to get all the videos associated with John.

  • Creating a video from a template in Freshsales and attaching it to a contact record in Vimeo
  • This method also requires a user to log into his account in both Freshsales and Vimeo. After logging into the accounts in both platforms he needs to go to Contact > Add Contact in Freshsales and add a new contact record in it. Here he needs to add a title to the contact record which he wants to add a video for. In this example we are going to add a video for John Smith who is a business partner of our customer ABC Ltd. Now he needs to go back to his Freshsales account and go to Reports > Contacts > All Contacts > John Smith. Here he needs to click on “Add Video” link at the top of the page. This will open the “Add Video” modal window where you can upload your video file or choose a video template from here using the “Select Template” drop-down menu. Once you have selected your desired template click on “Add Video” button at the bottom of the page to get your video linked with John Smith’s contact record in your customer ABC Ltd account in Freshsales. After adding your video here you need to go back to your Freshsales account again and click on Contacts > All Contacts > John Smith where you will see your added video here above his contact data. By clicking on this link you will be taken directly to your video online at Vimeo (https://vimeo.com/abclimited. You can also modify this video by adding annotations or adding transcripts if needed while adding this video over there. To do this you need to click on “Edit” link next to this video when you are logged into your Freshsales account online (https://www.freshsalesapp.com. After editing your video here you need to go back to your Freshsales account once again then go to Contacts > All Contacts > John Smith where you will see your updated video here over there along with his contact details. By doing this integration between Freshsales and Vimeo it is possible for you to create a video for any contact data in your business process very easily without any trouble at all by just fplowing these simple steps.

    Freshsales allows its users to integrate it with various other third party apps so that they can be used together for providing better results for your business processes. Integration of Freshsales with Vimeo provides its users with an opportunity for creating an interesting experience by allowing them to create quality videos in any format they want then attach them with any contact data in their business process in order to increase their productivity in their business by using these tops together for engaging their customers in their business processes in different ways which were not possible before this integration between these two platforms was introduced in their applications by their developers.

    The process to integrate Freshsales and Vimeo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.