For video to a lead generator

Challenge

Many organizations use video as a central part of their marketing and communication – but lack the connection to sales and CRM processes.

This often leads to:

• Manual handling of registrations and leads
• Limited insight into how viewing behavior affects business
• Difficulty in driving relevant follow-up based on actual activity

Solution

Arkido developed an integration module that syncs data between Quickchannel and Salesforce CRM with two-way communication.

The core of the solution:

• Automatic sync of registrations and video behavior
• Creation of leads and activity logs directly in Salesforce
• Updating contact status based on viewing behavior
• Support for both Salesforce Sales Cloud and Marketing Cloud

The integration works both Synchronously – meaning in real-time when a user registers, and Asynchronously – when behavioral data (views, participation) is retrieved afterward.

How it works in practice

The solution is based on a clear data flow between the systems.

Example of flow:

• A user registers via a form (in Salesforce or Quickchannel)
• A lead is automatically created in Salesforce
• Events and participation are linked to the correct contact
• When the user watches a video or participates in a webinar, the status in CRM is updated
• Marketing and sales can trigger follow-up based on actual activity

This enables:

• Automated lead management
• Real-time or near real-time follow-up
• Data-driven marketing automation

Key use cases

Webinar management in Salesforce

Create webinars/events in Salesforce Follow up on registration and participation with data from Quickchannel Update status at an individual level in CRM

Lead generation via video

Registration forms in Quickchannel create leads in Salesforce Activities are automatically logged No manual data transfer needed

CTA-driven conversion

Call-to-actions in video generate leads directly in CRM Links engagement to business opportunities

Results and business value

The integration enables a more data-driven way of working where video becomes an active part of the sales process. Automatic creation of leads from video and registrations, follow-up based on viewing behavior (intent signals), as well as reduced administration and fewer manual errors.

This results in improved data quality through clear identifiers GDPR-friendly solution without the need for a separate database.