# 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

{% stepper %}
{% step %}

#### Create a video in Blings.

{% endstep %}

{% step %}

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

{% endstep %}

{% step %}

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

{% endstep %}

{% step %}

#### 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

{% hint style="info" %}
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."
{% endhint %}
{% endstep %}

{% step %}

#### 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 

<div align="left" data-with-frame="true"><figure><img src="https://278917132-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxrxyfzbizileAzehkkZ5%2Fuploads%2F9zp3V7ub48pb5zOIIY3w%2FScreenshot%202025-10-28%20at%2011.53.21.png?alt=media&#x26;token=ff29fe36-6a51-4623-80bd-27bbbac16826" alt=""><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

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

{% endstep %}

{% step %}

#### Launch your campaign and monitor Blings analytics for engagement

{% endstep %}
{% endstepper %}

<details>

<summary>When to Use Zapier or Make</summary>

* 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.

</details>

{% tabs %}
{% tab title="Best Practices" %}

* Always preview emails with test contacts.
* Match field names exactly.
* Consider URL encoding on fields like name or company.
  {% endtab %}

{% tab title="Security" %}

* Blings never stores PII; everything is rendered client-side for privacy.
  {% endtab %}

{% tab title="Inter-connectivity" %}

* Need to automate at scale? See [Custom API & SDK Guide](https://help.blings.io/integrations-crm-guides/broken-reference) for enterprise integrations.
  {% endtab %}
  {% endtabs %}

***

{% hint style="success" %}
Blings supports new integrations all the time—let us know if you need a custom connector or want us to feature your CRM!
{% endhint %}