How to Pass Smart Vid Data to Your CRM

When a viewer makes a choice in your Smart Vid, that data is valuable. Knowing which path they took, which answer they selected, and what they engaged with lets you follow up with the right message at the right time. This article walks you through how to capture that data and send it automatically to your CRM or email platform using Zapier.

How It Works

Every time a viewer makes a choice in your Smart Vid, Vidalytics fires an Interactive Tag associated with that step. That tag carries the viewer's data — their email, contact ID, and the choice they made — and Zapier listens for it and passes it into your CRM automatically.

The setup has two parts: creating the tag in Vidalytics, and building the Zap in Zapier.

Part 1 — Create an Interactive Tag in Vidalytics 

1. Open the Video Settings for the step you want to tag. You can start from the Step Settings page in your Smart Vid and click Go to Vid Settings from there.

2. Go to the Tags section — locate the Tag section on the right side of the settings panel.

3. Create a new tag — click Create a New Tag, give it a descriptive name, and select Interactive as the tag type.

4. Add your fields — in the Fields section, add any data fields you are passing through the URL, such as email, contact_id, or user_id. These are the values Vidalytics will send through when the tag fires.

5. Save and republish — click Save, then click Republish at the top right of the page to push the changes live.

Part 2 — Build Your Zap in Zapier 

1. Create a new Zap and set Vidalytics as the trigger app.

2. Configure the trigger — in the Event dropdown, select New Interactive Video. Connect your Vidalytics account and select the Smart Vid you want to track. Click Continue and test the trigger to confirm it is receiving data correctly.

3. Set up your action — in Step 2 of your Zap, connect your CRM or email platform (you can also send this data to a Google Sheet or spreadsheet if preferred). In the Event dropdown, select Create or Update Contact.

4. Map your fields — configure the data fields to match your CRM's structure. For example:

• Map the email parameter to your CRM's email field
• Map Params Choice Text to a tag field in your CRM so the viewer's specific answer is recorded
• Add any custom fields your CRM supports for additional data points

5. Test and publish — click Continue, run a test, and verify in your CRM that the contact appears with the correct choice recorded as a tag. Once confirmed, publish your Zap.

If you have any questions, feedback, or need assistance, feel free to reach out to our Customer Happiness Team at hi@vidalytics.com. 😊