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About the Salesforce Sales Cloud integration with Vimeo

This feature requires an Enterprise plan.

This article discusses how to connect your Vimeo account to Salesforce Sales Cloud. 

You can sync your video or event registration form with Sales Cloud. This allows you to gather and evaluate leads from your Vimeo video or event  within your desired campaign in Sales Cloud.

After enabling this integration, you can pass Vimeo lead generation data back to Sales Cloud and import Sales Cloud data into Vimeo. You can also sync viewer-level analytics (campaign member status, watch time, polls answered, Q&A) into Sales Cloud. 

In this article:

How to enable the Sales Cloud integration

Follow the steps below to link your Sales Cloud data with Vimeo:

  1. Log in to Vimeo.
  2. Select your Vimeo profile icon, then select Settings to access your account settings.
  3. Navigate to Marketing and select Integrations.
  4. Next to Salesforce Sales Cloud, select Connect.
    A white rectangular box contains the Salesforce logo (a blue cloud with "salesforce" in white text) and the text "Salesforce Sales Cloud." To the right, a white button with rounded corners, a blue outline, and blue text says "Connect."
    ⚠Note: You must be the account Owner to connect Salesforce Sales Cloud to your Vimeo account.
  5. You will be prompted to log in to your Salesforce Sales Cloud account and verify your account via Sales Cloud OAuth.
  6. Once you have successfully verified your account, Salesforce Sales Cloud is Connected in your Marketing settings.
  7. Now, you can sync with Sales Cloud lists when setting up registration forms for live events or videos. 

How to use the Sales Cloud integration

See below to learn how to use the integration with Sales Cloud on your live events and videos.

  1. On Salesforce, create a new campaign for your video or live event by selecting Campaigns > New Campaign. 
    The dashboard shows the dropdown menu for "Campaigns" in the top navigation bar. The menu is open, with the ‘+ New Campaign” button listed at the top. Below, “Recent records” and “Recent lists” are displayed.
  2. On the registration form for your video or event, select your Sales Cloud campaign from the 'Sync to email list' option.
    • To access the registration form for a webinar, select the settings gear at the top right of the event settings page and then select "Registration" from the right-hand panel. 
      The gear icon in the top navigation bar is selected to show the setting menu. The "Settings" menu includes sections for "Production" and "Registration." Under "Registration," it shows "0 people registered" and a "Manage registrants" button. Below that is a preview of a registration form and a "Customize form" button.
    • To access the registration form for a video, navigate to the Interactivity tab on the left side of the video settings page and select Registration.
      The "Interactivity" option selected from the left-side toolbar. It features a hand cursor icon. To the right, a pop-up menu titled "Interactivity" is open, listing options such as "Interactive editor," "Chapters," "Registration," "Cards," and "End Screen."
  3. Once you have synced a Sales Cloud campaign to your webinar or video, users will be prompted to register via the Vimeo form before watching. 

When viewers register via the form, Vimeo will scan their email addresses to see if a Lead or Contact exists in Sales Cloud.

  • If a Lead or Contact exists → Registrant (Salesforce custom object) is created and associated to that lead or Contact record → Registrant will appear in the campaign synced in Vimeo event or video.
  • If a Lead or Contact does not exist, → A New lead is created for the user → A Registrant is created and associated with that lead or Contact record → The Registrant will appear in the campaign synced in Vimeo event or video.

You can also import your existing leads by syncing from a Sales Cloud campaign. Learn how at 'How to add attendees to your live event or webinar via CSV file, CRM, or MAP'.

About analytics and the Sales Cloud integration

To receive viewer-level analytics, you must manually complete the webinar or wait one hour after the webinar autocompletes (autocompletion occurs when you don’t manually complete the webinar, but Vimeo completes it for you). 

You can access your Vimeo video and webinar data under the campaign (Vimeo Event ID). 

The dashboard interface shows a red arrow pointing from the "Campaigns" tab in the top navigation bar to the "Vimeo Events (6+)" section lower on the page. The "Vimeo Events" section lists six events by ID, Event ID, and Title.

You can view the registrants for each webinar and video. You can drill into the Registrant's ID to see the lead’s viewer-level analytics. Analytics will appear under the Vimeo Events and Registrants custom object.

An the registrant interface for "Vimeo Events" shows a tab for "Vimeo-Event-19" open. Below the main event details, a "Registrants (1)" section is visible, listing one registrant with Lead ID displaying the name of the attendee, Status listed as “Attended Live," and Watch Time listed as "93%."

In Related, you’ll find Polls, Q&A, custom, and hidden UTM fields. 

The "Related" tab displays sections for "Polls (1)", "QnA (1)", and "Registration/Hidden Fields (1)" are visible. The "Polls" section shows one poll with the question "Are you incorporating AI in your roadmap in 2025?" and the answer "Yes." The "QnA" section shows one question, "What are the trends in the tech industry for 2025?" and the answer "Asked." The "Registration/Hidden Fields" section shows one field with Type "Registration Field", Field Name "Industry", and Value "Technology."

In Details, you’ll find analytics for watch time % and total video views. 

* The “Details" tab displaying details for a registered user. The details include "Vimeo Events ID" "Watch Time (%)" "Status" "Total Views” "Registration Date”, "Lead ID”, "Contact ID”, “Created By”, and "Last Modified By" details.

Analytics include:

  • Video/webinar title
  • Registration date
  • Hidden UTM fields. See Track your webinars UTM parameter to learn how.
  • Watch time (%)
  • Registration statuses
    • Invited
      • User registers on the Vimeo form or the Salesforce form
    • Registered
      • User registers on Vimeo or Salesforce form and is matched via email address to a Salesforce Contact or Lead
    • Attended Live
      • Registered guest attends the webinar
    • No Show
      • The user was invited/registered and didn’t attend the webinar or the on-demand recording
  • Q&A (live event only)
  • Polls and answers (live event only)
  • Views (video only)

See Track your webinar's attendee engagement and analytics to learn how.

Limitations of the Sales Cloud integration

Data sync 

Webinar analytics

  • In your webinar timezone, CRM data will first start syncing at midnight. Then, it will continue to sync one hour before the start time, and every 15 minutes between when the webinar begins. CRM data will stop syncing when the webinar ends or exceeds two hours in duration. Therefore, viewers who register later may not be reflected on the platform. 
  • Viewer-level analytics sync when you manually complete the webinar, OR one hour after, when the webinar Autocompletes (Autocomplete occurs when you don't manually complete the webinar, but Vimeo completes it for you). Analytics sync every five minutes in five-minute intervals; analytics should finish syncing after 25 minutes.

Video Analytics

  • Upload time refers to the exact time when the video was uploaded. For example, if you uploaded a video at 6 AM on June 1st, the analytics for this video will sync daily at 7 AM.

Already registered

Currently, if an attendee registers through a Salesforce form, there’s no way for the integration to identify if they’ve registered or not. Therefore, even if the webinar hosts import the Salesforce campaign, attendees will still need to sign in with their email when they select 'Already registered'.

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