Before you start
- An Outvid account with video integrations enabled and a ready clone. Check your integration access in Settings and the current Outvid plans.
- A HubSpot account where you can install apps. You need Super Admin or App Marketplace access plus the permissions requested by Outvid.
- A HubSpot subscription with the workflow and email actions you want to use. Native marketing emails also need an eligible sender, subscription type, company footer and marketing contacts.
- A contact you control for testing. Keep workflows and sending lists paused until you have reviewed the video and email.
1. Connect your HubSpot account
- Sign in to Outvid and open Settings → Integrations → HubSpot.
- Under Connect with one click, choose Connect HubSpot. If this option is unavailable in your account, contact Outvid support.
- Sign in to HubSpot, select the account to connect and review Outvid's requested permissions. Approve optional list and email permissions if you plan to use list automation.
- Choose Connect app in HubSpot. You return to the HubSpot account page in Outvid. Check that the connection is ready before continuing.
The Outvid app adds the Create personal video workflow action and creates the Outvid contact properties used for video requests, links and engagement.
What data is shared
| Permission | Purpose and direction |
|---|---|
| Contacts: read and write | HubSpot sends contact identity and context to Outvid. Outvid writes video links, previews, status and engagement back to the contact. |
| Contact properties: read and write | Outvid finds or creates its contact-property group and fields in HubSpot. |
| Contact owners: read | HubSpot owner information helps select the sender’s ready clone in Outvid. |
| Automation | Enables the Outvid action in HubSpot workflows and its asynchronous completion. |
| Lists: read and write (optional) | Reads the selected source audience and adds ready contacts to dedicated destination lists. |
| Content and marketing email (optional) | Checks selected email templates and the send receipts needed for list-automation follow-ups. |
Read Outvid's Privacy Policy and Terms of Service. Reconnect to approve additional optional permissions if you enable a feature that needs them.
2. Choose your videos and senders
- On your connected HubSpot account page in Outvid, review the saved videos and choose a default ready clone.
- Under Who's on camera, map HubSpot owners to the matching person's ready clone using their HubSpot email. Unmapped owners use the default person.
- Review the selected video's instructions and any monthly video limit. Generation uses your available Outvid credits.
3. Create and send a personal video
- In HubSpot, open Automation → Workflows and create or edit a contact workflow.
- Add Outvid's Create personal video action. Choose the video and optionally enter what it should mention.
- The contact waits while Outvid prepares the video. When it is ready, the next workflow step can use the contact's Outvid video link and Outvid video GIF.
- Add the video to your HubSpot email. For a Custom HTML block, use the example below. In a sales email, use the Outvid video link contact token.
- Run the workflow on your controlled test contact. Open the received email and watch the video before enrolling an audience. If generation fails, check the workflow history and Outvid Activity for the reason.
<a href="{{ contact.outvid_video_link }}"><img src="{{ contact.outvid_video_gif }}" alt="Watch your personal video" /></a>You can also request a video by setting the contact's Outvid: make a video property to a saved video. Optional context belongs in Outvid: video notes. Wait for Outvid video status to become Ready before sending.
4. Follow up with context
Outvid returns watch percentage, the last watch time and CTA click time to the contact. Use these properties in your HubSpot workflows, tasks or lead scoring. A view or a completed video does not prove email delivery.
For optional list automation, select a source contact list, a separate static ready-to-send list and a published automated email. A follow-up uses its own destination list, engagement trigger and delay. Configure the native HubSpot workflows and suppression rules, review Outvid's test, then activate. HubSpot sends the emails.
Connect the reply-to inbox in HubSpot so it can record replies. Replies outside HubSpot are not visible to this integration. Pausing Outvid stops new intake and handoffs; manage emails already queued by HubSpot in HubSpot. Native follow-ups are separate emails.
Disconnect or uninstall
In Outvid, open Settings → Integrations → HubSpot, open the connected account and choose Disconnect. Confirm the dialog. Outvid stops making videos and updating contacts for that account, and clears its stored connection tokens. Videos already sent keep working; you can reconnect later.
To uninstall from HubSpot, open Settings → Integrations → Connected Apps, find Outvid and choose Actions → Uninstall. Follow HubSpot's uninstall instructions.
Disconnecting is not a request to delete your saved videos or the contact fields already written to HubSpot. Manage retained HubSpot properties in HubSpot, and contact Outvid support about deleting Outvid data. Review or pause affected HubSpot workflows before disconnecting.
Troubleshooting and support
- The connection needs attention: reconnect the account, then choose Check connection.
- A workflow step is waiting: check Activity for a video awaiting review, a failed render, a missing video, or exhausted credits.
- An optional feature is unavailable: reconnect with its list or email permissions and check your HubSpot plan.
- The account is connected elsewhere: disconnect it from the other Outvid account before connecting here.
Email hello@outvid.ai or use our support page. Include the guide URL, the affected account and the error message. Never send passwords or API tokens.