Source: https://mindstamp.com/integrations/salesforce Generated from the integration guide records: 2026-10-13 # Send interactive video data to Salesforce CRM guide · Updated: 2026-10-12 · Contact Mindstamp to confirm scope and pricing. Facts checked October 12, 2026. 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. ## Four ways to get video data into Salesforce today | Route | When data leaves Mindstamp | What reaches Salesforce | Mindstamp plan | | --- | --- | --- | --- | | Zapier | New 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 middleware | After 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 export | When 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 events | In 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 | ## Pick a route, then test it with one viewer ### Check your Salesforce edition first Zapier lists the Essentials, Professional, Enterprise, Unlimited, and Performance editions as supported. For your own code, API access depends on your Salesforce edition, so ask your Salesforce admin before you build. ### 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](https://mindstamp.com/help/how-to-connect-and-send-data-to-zapier) ### 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](https://mindstamp.com/help/webhooks) ## Build a route yourself, or ask Mindstamp to scope it ### 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. ### Quoted setup work - Custom Salesforce setup work, quoted per account. - A call to confirm the route and the scope before any work starts. ## 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. ## 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](https://mindstamp.com/integrations/zapier), [webhooks](https://mindstamp.com/integrations/webhooks), the [REST API](https://mindstamp.com/api), or [player events on your page](https://mindstamp.com/help/mindstamp-embed-iframe-events-guide). [Book a call](https://mindstamp.com/request-demo) 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](https://mindstamp.com/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](https://mindstamp.com/features/capture-leads). ### 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](https://mindstamp.com/help/how-does-mindstamps-integration-with-salesforce-work). ## Read next - [How does Mindstamp integrate with Salesforce?](https://mindstamp.com/help/how-does-mindstamps-integration-with-salesforce-work): What to prepare, the routes that work today, and what to test before rollout. - [Zapier](https://mindstamp.com/integrations/zapier): Start a Zap from a new view, interaction, or lead, on Core and higher. - [Webhooks](https://mindstamp.com/integrations/webhooks): Post view, interaction, and lead records to your middleware as signed JSON. - [HubSpot](https://mindstamp.com/integrations/hubspot): On Pro and higher, send the views and chosen answers of each viewer who gives an email to their HubSpot contact. - [Viewer-level reports](https://mindstamp.com/reporting): See every view, answer, and click in Mindstamp, whatever you send to other tools. - [Lead capture](https://mindstamp.com/features/capture-leads): Ask for a name and email inside the video, so a view can belong to a known person. ## The documents behind this guide - [How to get started with Salesforce on Zapier](https://help.zapier.com/hc/en-us/articles/8496020790925-How-to-get-started-with-Salesforce-on-Zapier) (Zapier help) - [Mindstamp integrations on Zapier](https://zapier.com/apps/mindstamp/integrations) (Zapier) - [Zapier pricing](https://zapier.com/pricing) (Zapier) 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. --- [All integrations](https://mindstamp.com/integrations) · [Embed and SCORM support by LMS](https://mindstamp.com/integrations/lms) · [Help Center](https://mindstamp.com/help)