Skip to content
Start Free TrialBook a Demo

CRM integration

Send interactive video data to Salesforce

You can send Mindstamp views, answers, and leads to Salesforce today through Zapier or view webhooks on Core and higher, or through interaction webhooks and the REST API on Pro and higher. Salesforce integration is quoted per account, so book a call to scope any custom setup work.

Discuss Salesforce setupView pricing

Contact Mindstamp to confirm scope and pricing. Facts checked October 12, 2026.

4.9/5Capterra
A Mindstamp lead pre-qualification example. Its contact details and answers are the data a Zapier or webhook route can carry to Salesforce.

What reaches Salesforce

Four ways to get video data into Salesforce today

RouteWhen data leaves MindstampWhat reaches SalesforceMindstamp plan
ZapierNew View and New Lead after the view ends, and New Interaction after the answer or click is saved, each at Zapier’s next check. Paid Zapier plans check every 1 to 2 minutes.The fields your Zap maps from a New View, New Interaction, or New Lead trigger.Core and higher, plus a paid Zapier plan
Webhooks to your middlewareAfter each view ends, as a signed JSON POST.What your middleware writes. A view record holds progress, scores, and answers. A lead record holds name, email, and phone.View on Core and higher. Interaction and lead on Pro and higher.
REST API or recurring exportWhen your code asks, or on the schedule you set for a recurring export by webhook.Views, viewers, and interactions that your code writes to Salesforce.Pro and higher. API tokens need a paid plan.
Player eventsIn the viewer’s browser, while they watch.What a script on your page forwards, such as the viewer’s email and each answer.Core and higher

Set it up

Pick a route, then test it with one viewer

No code

Send data through Zapier

  1. In Mindstamp, open Integrations.
  2. On the Zapier card, select Connect.
  3. Play a published video with a test email and let the view end, so Zapier has a record to test with.
  4. In the Zapier panel, start a Zap with the New View, New Interaction, or New Lead trigger, then test it.
  5. Add a Salesforce step and map the fields, with the email as the match key.
  6. Turn the Zap on.
  7. Play one more test view, then check that the Salesforce record changed once.

Zapier setup in the Help Center →

Your own code

Send data through webhooks

  1. Set up an endpoint in your middleware that can write to Salesforce.
  2. In Mindstamp, open Integrations, then select Open on the Mindstamp API card.
  3. Enter your endpoint in View Webhook URL or Lead Webhook URL, and copy Your Webhook Key.
  4. Open the video, then select Integrations > Mindstamp API.
  5. Turn on Send View Webhooks or Send Lead Webhooks.
  6. In your middleware, check the signature, return HTTP 200 or 204 within 15 seconds, then write the record to Salesforce.
  7. Play the published video with a test email, then check the Salesforce record after the view ends.

How Mindstamp webhooks work →

Salesforce and Mindstamp

Build a route yourself, or ask Mindstamp to scope it

Set up by your team

Routes that work today

  • Zapier, with a Mindstamp trigger and a Salesforce step, on Core and higher and a paid Zapier plan.
  • Webhooks or the REST API, with your own middleware writing to Salesforce.
  • Player events, with a script on your page that forwards each answer.

Added by Mindstamp

Quoted setup work

  • Custom Salesforce setup work, quoted per account.
  • A call to confirm the route and the scope before any work starts.

Limits

Check these before you rely on the data

No Salesforce switch in the app
Use Zapier, webhooks, or the API, or ask Mindstamp to quote custom setup work.
Anonymous viewers have no match key
Views without an email still reach Zapier and webhooks, but your Salesforce step has nothing to match. Turn on lead capture first.
Webhooks and Zapier are not instant
Webhooks go in background processing after the view ends, and Zapier checks on its own schedule. Use player events on your page when timing matters.
No webhook retry
Mindstamp counts only HTTP 200 or 204 as success and does not retry a failed view webhook later. Log each request in your middleware.

Questions

Salesforce interactive video FAQ

Does Mindstamp integrate with Salesforce?

Not with a setting in the app. Salesforce integration is quoted per account. Today you can send Mindstamp data to Salesforce through Zapier, webhooks, the REST API, or player events on your page. Book a call to scope custom setup work.

Which Mindstamp plan do I need for Salesforce?

Core and higher for Zapier, view webhooks, and player events. Pro and higher for interaction and lead webhooks, the REST API, and recurring exports. API tokens need a paid plan, so the REST API does not work during a trial. See pricing.

Which Salesforce edition do I need?

For Zapier, an edition that Zapier lists as supported: Essentials, Professional, Enterprise, Unlimited, or Performance. Salesforce is a premium app on Zapier, so you also need a paid Zapier plan. For your own code, API access depends on your Salesforce edition, so ask your Salesforce admin.

What must a viewer give so the data matches a Salesforce record?

An email, or another ID that matches a Salesforce record. Anonymous views still reach Zapier and webhooks, but Salesforce has no record to match. Ask for an email with lead capture.

How fast does the data reach Salesforce?

Player events are the fastest route, because they reach a script on your page while the viewer watches. Webhooks go in background processing after the view ends, which is when the video ends, the viewer reaches 100 percent, or about 2 minutes pass with no activity, and they have no fixed delivery time. Zapier picks up a new view or lead at its next check after the view ends, and a new interaction at its next check after it is saved. Paid Zapier plans check every 1 to 2 minutes.

Can Mindstamp set up Salesforce for me?

Yes, as custom work that Mindstamp quotes per account. Bring the Salesforce objects, fields, and match key you need, and Mindstamp confirms the setup and the price. See how Mindstamp works with Salesforce.

Related

Read next

Help

How does Mindstamp integrate with Salesforce?

What to prepare, the routes that work today, and what to test before rollout.

Explore →

Automation and data

Zapier

Start a Zap from a new view, interaction, or lead, on Core and higher.

Explore →

Automation and data

Webhooks

Post view, interaction, and lead records to your middleware as signed JSON.

Explore →

CRM and marketing

HubSpot

On Pro and higher, send the views and chosen answers of each viewer who gives an email to their HubSpot contact.

Explore →

Reporting

Viewer-level reports

See every view, answer, and click in Mindstamp, whatever you send to other tools.

Explore →

Feature

Lead capture

Ask for a name and email inside the video, so a view can belong to a known person.

Explore →

Sources

The documents behind this guide

Each link opens the page we used for the steps, versions, and limits above.

Zapier help

How to get started with Salesforce on Zapier

Open source →

Zapier

Mindstamp integrations on Zapier

Open source →

Zapier

Zapier pricing

Open source →

Facts checked October 12, 2026 against the Mindstamp app and Zapier’s documents. Before you rely on a route, send one test view and check the Salesforce record.

Connect it

Plan your Salesforce route with Mindstamp

Bring your Salesforce objects, fields, and match rules to a call. Mindstamp confirms the route, the scope, and any quote.

Discuss Salesforce setupAll integrations