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Put RecordJoy Inside Your CRM (Enterprise)

Plan: Enterprise. This guide embeds your white-label RecordJoy portal inside HubSpot, Salesforce, Zoho CRM, or GoHighLevel, so your team records videos without leaving the CRM.

Just want video events logged in your CRM? That's the other integration — outbound webhooks — and it's free on every plan. Start at the integration guides overview instead.

flowchart LR
    A["Your CRM<br/>(HubSpot / Salesforce / Zoho / GHL)"] -->|"embeds"| B["Your white-label portal"]
    B -->|"records"| C["Video + transcript"]
    C -->|"recording.received"| D["Back into your CRM"]

Prerequisites

• A RecordJoy Enterprise portal — your branded send page at recordjoy.ai/YOUR-COMPANY/send or your custom domain (set up first with the white-label portal guide)
• Admin access to your CRM

Estimated time

10–20 minutes per CRM

The two integration patterns — pick per use case

A. Embedded frame. The portal renders inside the CRM screen. Best for webcam video messages — camera and microphone work in embedded frames when the embed grants the right permissions.

<iframe
  src="https://recordjoy.ai/YOUR-COMPANY/send"
  width="100%" height="720" frameborder="0"
  allow="camera; microphone; display-capture"
  title="Record a video">
</iframe>

B. Popup launcher. A button in the CRM opens the portal in a new window — the universal fallback, and required for full screen recording, which browsers restrict inside cross-origin frames.

<a href="https://recordjoy.ai/YOUR-COMPANY/send"
   target="_blank" rel="noopener"
   style="display:inline-block;padding:10px 18px;border-radius:8px;
          background:#4E8FFF;color:#fff;font-weight:bold;
          text-decoration:none">
  🎥 Record us a video
</a>

Rule of thumb: webcam messages → embed; screen recordings → popup.

How do I embed RecordJoy in Zoho CRM?

Surface: Web Tabs (no code, ~5 minutes)

1. In Zoho CRM, go to Settings → Customization → Web Tabs and click Create New Tab.
2. Name it Record Video and paste your portal URL.
3. Choose which profiles see the tab and save. The portal now opens inside Zoho.
4. Optional (record-level): a Zoho Widget on the Contact/Deal page can pass the record's email into the URL (?email=) so videos auto-associate with the contact.

🖥️ What you should see: a new "Record Video" tab in Zoho's navigation opening your branded portal.

How do I embed RecordJoy in GoHighLevel?

Surface: Custom Menu Links (no code, ~3 minutes)

1. In GoHighLevel, go to Settings → Custom Menu Links and click Create New.
2. Title it Record Video, paste your portal URL, and choose where it shows (agency or sub-account level).
3. Save — the portal appears as an item in the GHL left navigation.

How do I embed RecordJoy in HubSpot?

Surface: record link (no code) or CRM card (low code)

1. No-code: add a "Record video" link on contact records — a custom property or pinned note using the popup snippet above.
2. Low-code: build a CRM card (HubSpot UI extensions) whose button opens your portal in HubSpot's iframe modal.
3. Pass the contact's email into the URL (?email={{contact.email}}) so the video associates with the right record.

How do I embed RecordJoy in Salesforce?

Surface: Visualforce page on the record layout (low code) or URL tab (no code)

1. No-code: create a URL tab (Setup → Tabs → Web Tabs) pointing at your portal — the popup pattern from Salesforce navigation.
2. Low-code: create a Visualforce page containing the iframe snippet above, then drag it onto the Contact or Lead layout with Lightning App Builder.
3. Merge the record's email into the URL: src="https://recordjoy.ai/YOUR-COMPANY/send?email={!Contact.Email}".

Link every video to the right CRM record

Append the contact's email to your portal URL and RecordJoy prefills the sender field — so videos recorded inside the CRM auto-associate with that contact when the recording.received event reaches your CRM:

https://recordjoy.ai/YOUR-COMPANY/send?email=contact@customer.com

Merge fields: HubSpot {{contact.email}} · Salesforce {!Contact.Email} (Visualforce) · GoHighLevel {{contact.email}}.

Verification

1. Open the embedded tab/link in your CRM — your branded portal loads.
2. Record a short webcam video in the embedded frame and send it.
3. The video appears in RecordJoy → Dashboard → Inbox, and (if you connected a webhook) the recording.received event reaches your automation tool with the prefilled sender email.

Troubleshooting