How to track what your videos actually do
A video host records who pressed play and how far they got. What happens to that record next depends entirely on the host, the CRM and the connector between them.
This page states what each platform can and cannot pass to a CRM, what we specify at each level, and what you configure, so that the level you buy is the level your stack can consume.
| Level | You see what was watched M0 | Your reps know who watched M1 | Your CRM acts on it M2 |
|---|---|---|---|
| Your stack needs | Nothing | Any CRM with sales seats, plus Apollo, Outreach or Salesloft | HubSpot Marketing Hub Pro or Enterprise, Salesforce with Pardot, or Zoho CRM with Zoho Marketing Automation |
| We specify | Where assets are hosted; the monthly view and retention report format | Which events fire, thresholds, naming convention, embed method, the rep-alert rule | Heatmap placement, lead-score weightings, workflow enrolment conditions, contact-record mapping |
| You configure | Nothing | The connector and the alert rule | Scoring, workflows, reporting |
| Recommended tool | Your existing host | Vidyard, Plus USD 19 or Business USD 59 per seat per month, billed to you | Wistia, Pro USD 79 or Advanced USD 319 per month, billed to you |
| The honest claim | You will see what got watched. | Your reps will know which prospects watched, and how far. | Video viewing can move lead scores and trigger sales tasks. |
| Commercial treatment | Included in every retainer | Measurement Blueprint, one-time | Measurement Blueprint, one-time |
YouTube and Vimeo pass nothing to a CRM. They are for reach and portfolio, not for tracking, and we will say so plainly if you assume otherwise.
Works with the CRM you already run
We recommend. You buy and configure. Licences are billed to you, never resold. We never propose a migration.
| CRM | Tracking path | Native connector | Bridge needed | Status |
|---|---|---|---|---|
| Zoho CRM | Wistia or Vidyard → Zoho Flow → lead and contact records | No | Zoho Flow or Zapier | Verified |
| HubSpot | Vidyard native; Wistia via Media Bridge | Yes | None | Verified |
| Salesforce | Vidyard from AppExchange; Wistia supported | Yes | None | Verified |
| Freshsales | Zapier or API only | No | Zapier | Verified |
What a line of the Blueprint looks like
A link to a tool's website is worthless. A specification that says which platform, which embed, which event, what it is named and which field it lands in is something your RevOps owner can configure in an afternoon — and something we can verify.
Asset
demo-<account> · product demo 90s
Host
Wistia · Pro
Embed
Inline, proposal page, identified viewer
Event
75% completion
Fires into
Zoho CRM · lead-score field
Alert
Owner notified on re-watch within 7 days
Verified
At handover, once · Landing
Three questions
Your level
—
Answer the three questions. Nothing you enter leaves this page.
₹10,000. Credited against month one.
Forty-five minutes. We review your current video and web presence, name three gaps mapped to funnel stages, and show you live view data from your own audit video, hosted on our Vidyard, so you see the measurement working before you buy it. You leave with a three-video plan and a Starter quote against it.
+ 18% GST for Indian entities · export of services zero-rated
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