Video activity on the Close lead timeline

Close syncing sits on the Zidi Pro plan and the check is enforced by the server rather than the interface, at five moments: starting the connection, finishing it, before each campaign push, before each note from a tracked share, and before each engagement note from a campaign. Dropping off Pro stops campaign pushes, tracked-share notes and campaign engagement notes, and keeps the connection. Upgrading resumes them without reconnecting, but activity from the gap is not sent later; the next time a campaign recipient opens or watches after you upgrade, Zidi syncs their current progress. A campaign launched during the gap can be pushed afterwards with Re-sync to CRM on its page, which adds its leads and link notes but does not replay engagement from before the push.

Not for people it can match. Every push begins with a search on the email address, and a lead is only created when that search comes back empty. Two recipients from the same company on the same list will normally resolve to whichever leads already hold their addresses, so the safest way to keep things tidy is to make sure the addresses in your campaign list are the ones Close knows.

No. Every write travels one way, from Zidi into Close. Zidi searches by email address to decide where an activity belongs and never imports your leads, browses your pipeline or copies anything back. Disconnecting asks Close to revoke Zidi's access, deletes the tokens Zidi stored and leaves every activity it has already written untouched. If Zidi still appears under Settings, then Accounts & Apps, then Authorized Apps in Close, click Revoke Access next to it there.

Three at most from a campaign: the note with their personalized video link at launch, an opened note if they have not started the video or clicked the call-to-action when Zidi syncs, and a completed note when they finish or press the button. The intermediate milestones are named inside the completed note instead of each producing a write of their own, which is what keeps a lead's feed readable. A directly shared video adds one more activity, rewritten as the viewer passes each threshold.

Nothing. There is no field to add, no custom activity type to define and no view to rebuild, because Zidi writes ordinary note activities into the feed reps already read. The only new habit worth forming is checking a Smart View for recent video activity before the next round of follow-up.