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Send RecordJoy Video Events to Salesforce with Make

When you finish this guide, every RecordJoy event will find the matching Salesforce Contact by email and log a completed Task with the video link.

flowchart LR
    A[RecordJoy] -->|"event JSON"| B["Make Custom Webhook"]
    B --> C["Salesforce: Search Records"]
    C --> D["Salesforce: Create a Record (Task)"]
    D --> E[(Salesforce)]

Prerequisites

• A Make account (free tier works)
• Salesforce account with API access (Professional edition needs the API add-on; Enterprise+ includes it)
• RecordJoy account (any plan)

Estimated time

20 minutes

Steps

Part A — the webhook

1. In Make, click + Create a new scenario.
2. Click the + circle, search webhooks, select Webhooks → Custom webhook.
3. Click Add, name it RecordJoy events, click Save.
4. Click Copy address to clipboard.

🖥️ What you should see: a URL like https://hook.us1.make.com/abc123... with "Waiting for data...".

5. In recordjoy.ai → dashboard sidebar → CRM Integration: paste the URL, tick your events, click Save, then Send test event. Make should report "Successfully determined."

Part B — find the contact

6. Add a module: search salesforce, select Salesforce → Search Records.
7. Sign in to Salesforce when prompted (allow Make's access request).
8. Configure:
   • Record Type: Contact
   • Search Type: Simple (field search)
   • Field: Email, Value: map recording.sentTo
   • Maximal count of records: 1
9. Click OK.

Contact rule: for most events the contact is recording.sentTo. For inbound recording.received events, build a second scenario mapping recording.sentBy (and create a Lead instead of a Task when unmatched).

Part C — create the Task

10. Add another module: Salesforce → Create a Record.
11. Configure:
    • Record Type: Task
    • Subject: RecordJoy {{event}} — {{recording.description}}
    • Description: Watch: {{recording.viewUrl}} (watched {{recording.watchedTimes}}x)
    • Status: Completed
    • WhoId: map the ID output of the Search Records module
12. Click OK, then Save, and turn on Scheduling (bottom left).

Verification

13. In RecordJoy → CRM Integration, click Send test event.
14. In Make, confirm the run executed all three modules with green checkmarks.
15. In Salesforce, open the Contact matching your account email → Activity.

🖥️ What you should see: a completed Task titled RecordJoy recording.test — ... with the view link in the description.

Troubleshooting