How does Mindstamp’s integration with Salesforce work?

Salesforce is a customer relationship management (CRM) platform that uses data to integrate your marketing, sales, commerce, service, and IT teams. With Salesforce, you can build your marketing strategy around your customer’s journey and leverage your customer data to make powerful business decisions. Mindstamp offers you the opportunity to connect and share your interactive video data with Salesforce.

Mindstamp + Salesforce Integration

With Mindstamp, you can sync your contacts, views, and interactions directly to Salesforce, giving you a seamless experience. In summary, for every view that happens on your Mindstamp videos, we create a record in Salesforce that includes rich information about the view event itself. Viewer information such as name, email, phone if captured, time of view, duration, and percentage completed are all included in your Mindstamp data report. It also includes all interactions, including what they clicked, how they answered questions, etc. so you can have a full picture of your target audience.

Mindstamp and salesforce logos


If the viewer ID (email is standard) matches an existing Contact or Lead in Salesforce, we will update those records for you. If it does not match, we’ll create a new Lead for you. You can then use Salesforce Process Builder to create rich workflows based on the information your viewers provided, including triggering tasks, creating opportunities, etc.


By integrating your data from Mindstamp with Salesforce, you can leverage your insights to provide a more effective and targeted marketing strategy. Mindstamp allows you to turn any video into an interactive experience to boost engagement, drive action, collect information, and gain insight.


Please contact us to learn more about Mindstamp’s Salesforce integration.