Other CRM Tools

Blings videos can be personalized and distributed from any system that lets you send an email or message. This includes custom platforms, legacy tools, lesser-known CRMs, and all email automation tools. Whether your platform uses square-bracket, percent, or curly-brace syntax, you can map its fields to Blings video variables.

Step-by-Step Guide

Step 1: Create a video in Blings and go to 'Connect to CRM'

Step 2: Choose 'Other CRM'

Step 3: Manually enter your CRM's merge field syntax next to each Blings 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"

Step 4: Once field mapping is complete, you can: Copy the personalized video URL and paste it into any link element (e.g. image or button) of your email templateStep 5: Insert the link into your CRM's template—behind a button, image, or as a hyperlink

Step 5: Send a test to yourself and check that the values are being replaced correctly

Step 6: 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.

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

Blings never stores PII; everything is rendered client-side for privacy.

Need to automate at scale? See Custom API & SDK Guide for enterprise integrations.

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

Last updated 8 days ago