Connect Zidi to your CRM and the tools your team already uses
Zidi records who watched your video, how far they got and whether they clicked. These integrations put that where your team already works: eight CRMs, Zapier and Make, Slack, your own tracking pixels, and embed guides for the places you publish. Connecting takes a few clicks and nothing to map.
How CRM sync works
When you launch a personalized video campaign, every recipient is created or updated as a contact in your CRM, matched on their email address, and the personalized link Zidi built for them is logged against that contact.
A note or activity is written when the recipient opens their video page, as long as they have not started the video or clicked your call-to-action by the time Zidi syncs, about a minute after their last activity. A completed entry is written when they finish it or click your call-to-action — the 25, 50 and 80 percent marks are listed inside that entry rather than written one at a time, so a campaign leaves at most two engagement records per person. Copper with activities and automations turned on is the exception: it logs opened, 50 and 80 percent, completed and CTA clicked as separate activities.
For a video you share directly rather than through a campaign, Zidi writes a single note the first time an identified viewer crosses 50 percent and then updates that same note at 80 and 100 percent, so a full watch leaves one clean entry instead of three. Copper with activities and automations turned on logs 50, 80 and 100 percent as separate activities instead.
Three rules hold everywhere. Only identified viewers trigger a write — campaign recipients and people on a tracked share link — and anonymous views stay in your Zidi analytics. Everything moves one direction, Zidi into your CRM, apart from Copper's optional audience import. And every integration on this page is on the Pro plan.
CRM
Eight CRMs, all connected from inside Zidi. Every one of them matches people by email address, creates the ones it does not recognise when you launch a campaign, and writes engagement back as a note, an activity or a task.
CopperSign in with Copper to connect. Recipients become People and engagement is logged as Activities on the contact.
Setup guide
HubSpotCampaign recipients become HubSpot contacts matched by email, and engagement lands on the contact as five custom properties Zidi creates plus up to two notes.
Setup guide
SalesforceRecipients are matched or created as Contacts; video engagement is logged as completed Tasks on the activity timeline.
Setup guide
ZohoConnect any of Zoho CRM's data-centre regions with OAuth. Recipients sync as Contacts and engagement is written as Notes on the contact.
Setup guide
ActiveCampaignConnect with your API URL and key. Recipients sync as Contacts with Notes, and Zidi applies engagement tags such as Watched Video and High Engagement.
Setup guide
CloseConnect Close with OAuth. Recipients are matched by email and video engagement is written as note Activities on the record.
Setup guide
FreshsalesConnect with your Freshsales bundle alias and API key. Recipients sync as Contacts and engagement is written as Notes on the contact.
Setup guide
Monday.comPick a board, paste an API key, and each recipient becomes a board item whose updates record how far they watched and whether they clicked.
Setup guide
Automation
Send Zidi's video events anywhere. Zapier is a public app you connect with OAuth; Make.com takes a webhook URL you paste into Zidi.
ZapierZidi is a public app in the Zapier App Directory, with five triggers: video viewed, video uploaded, CTA clicked, campaign launched and watch threshold.
Setup guide
MakePaste a Make.com webhook URL and Zidi posts the same five events to it, each carrying an idempotency key your scenario can use to ignore retries.
Setup guide
Team messaging
Tell the room when something happens, without anyone opening a dashboard.
Tracking pixels
Add your own pixels to a public video page. Each one loads only after the viewer grants consent, and all seven receive the same five events: page view, video start, progress, completion and CTA click.
Google Analytics 4Send page views, video starts, progress, completions and CTA clicks from your public video pages to your own GA4 property.
Add to any video
Google Tag ManagerLoad your own GTM container on your video pages and route Zidi's five viewer events into whatever tags you already manage there.
Add to any video
Meta PixelFire your Meta Pixel on video views, progress and CTA clicks so video watchers can feed the audiences you retarget.
Add to any video
LinkedIn Insight TagAdd your LinkedIn Insight Tag to your video pages and record viewer events against your own LinkedIn campaigns.
Add to any video
X (Twitter) PixelAdd your X pixel so views, watch progress and CTA clicks on your video pages reach your own X advertising account.
Add to any video
TikTok PixelAdd your TikTok pixel to your public video pages and send the same five viewer events to TikTok.
Add to any video
Pinterest TagAdd your Pinterest tag to your video pages so views and CTA clicks are attributed in your own Pinterest analytics.
Add to any video
Website embeds
A Zidi embed is a first-party iframe, so it works on any site that accepts embed code. These eight have a step-by-step guide in the app.
WordPressPaste the Zidi embed code into a Custom HTML block and the player renders inline, with viewer analytics still reporting back to Zidi.
Guide
WebflowDrop the embed code into a Webflow Embed element to play a Zidi video anywhere on the page, at any size you set.
Guide
WixAdd an Embed HTML element in the Wix editor and paste the Zidi snippet to host the video on your own page.
Guide
SquarespaceUse a Code block on any Squarespace page and paste the Zidi embed code to play the video inline.
Guide
CarrdAdd an Embed element to your Carrd one-pager and paste the Zidi snippet to put the video above the fold.
Guide
NotionUse an Embed block in Notion so a Zidi video plays inside the page instead of sending readers somewhere else.
Guide
SubstackAdd the Zidi embed to a Substack post so subscribers can watch without leaving the newsletter.
Guide
LinktreeAdd your Zidi share link to Linktree so a tap opens the video page with your call-to-action on it.
Guide
Questions people ask before connecting
Which plan do I need?
Every integration on this page is on the Pro plan. The check is server-side and runs when you start the connection, when the provider sends you back, and again each time Zidi writes — so a downgrade stops the syncing rather than leaving a half-connected account behind.
Does anything write back into Zidi?
Only one opt-in thing. Every write goes one direction, Zidi into the other tool, and Zidi looks records up by email address to match recipients. The exception is Copper's audience import, which reads the People you pick by tag or contact type into a campaign. When a campaign launches, a record the CRM already has is updated from your campaign list: the name and company in HubSpot, Zoho and Freshsales, the name and company (as Department) in Salesforce, and the name and phone in ActiveCampaign. Close, Monday.com and Copper leave a matched record's name and company alone. Everything else Zidi writes is its own properties, notes, activities or tasks, and the worst case for a bad connection is a contact that does not get its note.
Whose views get recorded?
Only identified viewers: campaign recipients, and people who arrive on a tracked share link. An anonymous visitor to a public video page is counted in your Zidi analytics and produces no CRM record, no Slack message and no Zap.
Can a Zap create something in Zidi?
Not today. Zidi's Zapier app publishes five triggers and three lookups, and the lookups are read-only searches — a Zap can react to what happens in Zidi, and it can read a video or a campaign recipient, but it cannot create one.
My CRM is not on the list. Can I still use it?
Often, yes, through Zapier. Zidi has no direct Pipedrive integration, for example, but a Zidi trigger can reach Pipedrive through Zapier and create or update records there. The same applies to anything else Zapier connects to.
How do I disconnect?
Open Integrations in Zidi, pick the tool and choose Disconnect. Zidi revokes the access at the provider where the provider allows it, then deletes the stored tokens or key. Records already written stay where they are — nothing is removed from your CRM.
Put video engagement where your team works
Connect a CRM, launch a campaign, and the contact record fills itself in as people watch. Start free and upgrade to Pro when you are ready to connect.