Other CRM Tools Integration Guide

Personalize and send Blings videos from any tool that delivers email or messages. From home-grown platforms to legacy software, niche CRMs, or leading email automation tools — simply map your dynamic field format (brackets, percents, or curly braces) to Blings variables and you’re good to go.

Step-by-Step Guide

1

Create a video in Blings.

2

Click "Go live" to open the 'Connect' tab.

3

At the tab's title drop menu, select 'Any other CRM'

4

Manually enter your CRM's personalized syntax next to each field

• Examples: [[FIRST_NAME]], %FNAME%, {{customer.name}}, etc.

• Blings supports any syntax your CRM supports

If you're not familiar with the exact token's syntax, go to the email editing area of your CRM, edit a text block, and look for any personalization option in the commands bar, Pick the relevant token and copy the result to the relevant field."

5

Once field mapping is complete:

Copy the video link and paste it into any link element (e.g. image or button) of your email campaign

6

Send a test to yourself and check that the values are being replaced correctly

7

Launch your campaign and monitor Blings analytics for engagement

When to Use Zapier or Make

• If your CRM or system can't natively merge fields, use Zapier or Make to trigger Blings video creation when a contact is added, deal is updated, or a form is submitted.

• Example: A new Google Sheet row triggers Zapier, which generates a Blings link and emails it via Gmail.

Best Practices

• Always preview emails with test contacts.

• Match field names exactly.

• Consider URL encoding on fields like name or company.

Security

Inter-connectivity

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Blings supports new integrations all the time—let us know if you need a custom connector or want us to feature your CRM!