RecordJoy Integration & Setup Guides

RecordJoy connects to your CRM in two different ways. Pick your path first:

Which integration do I need?

📤 Send video data to your CRM (free — every plan)

RecordJoy sends video engagement events — sent, opened, watched to the end, rewatched, received — to your CRM through a webhook: a URL that RecordJoy posts data to whenever something happens. You create that URL in an automation tool (Zapier, n8n, or Make), and the tool forwards each event into your CRM.

flowchart LR
    A[RecordJoy] -->|POSTs event JSON| B[Webhook URL]
    B --> C{Automation tool}
    C -->|Zapier| D[Your CRM]
    C -->|n8n| D
    C -->|Make| D

Which tool should I use?

If you're unsure: Make (free webhooks) or n8n if your team already runs it.

The guides

Step 1 — create your webhook (pick one tool):

• Create a webhook with Zapier
• Create a webhook with n8n
• Create a webhook with Make

Step 2 — connect it to your CRM (pick the guide matching your tool + CRM). Each guide is self-contained — it repeats the webhook steps, so you can follow it start-to-finish on one page:

Reference: the events RecordJoy sends

You choose which events to send in RecordJoy → Dashboard → CRM Integration.

Reference: the payload

Every event posts JSON in this shape:

{
  "event": "recording.watched",
  "occurredAt": "2026-01-01T12:00:00.000Z",
  "source": "shareit.video",
  "recording": {
    "id": "abc123",
    "viewUrl": "https://recordjoy.ai/view/abc123",
    "videoURL": "https://firebasestorage.googleapis.com/...",
    "description": "Quarterly demo for Acme",
    "createdBy": "you@company.com",
    "sentTo": "prospect@acme.com",
    "sentBy": null,
    "watchedTimes": 3,
    "hasWebcam": true,
    "createdDate": 1735732800000,
    "transcript": null,
    "aiTitle": null
  }
}

Which field is the CRM contact? Use this rule in every mapping:

• For recording.received → use recording.sentBy (the person who sent you the video)
• For every other event → use recording.sentTo, and fall back to recording.createdBy if empty

transcript and aiTitle fill in after you run Generate with AI on a recording (Premium) — great content for CRM notes.

📥 Put RecordJoy inside your CRM (Enterprise)

Your white-label portal — your logo, your colors, your domain — can live inside your CRM's interface, so your team records without switching tools, and inbound videos land on the right contact automatically.

1. Set up your white-label portal — brand it, find your portal URLs, and put it to work for sales, support, or recruiting. Plan: Enterprise.
2. Embed RecordJoy inside your CRM — web tabs, custom menu links, CRM cards, and Visualforce for HubSpot, Salesforce, Zoho CRM, and GoHighLevel. Plan: Enterprise.

🤖 Let the AI Agent act on engagement (Enterprise)

The AI Agent reads your engagement events, reasons over watch behavior and CRM context, then scores leads, drafts follow-ups, creates tasks, and alerts reps.

• Set up the AI Agent — configure it, download the pre-built n8n workflow, connect credentials, and test end to end. Plan: Enterprise.
• What it does, in business terms: AI Agent overview

Want the business case first? See the Enterprise overview — video lead capture, support portals, and candidate screening on your own domain.