
Smarter Email Campaigns Start Here: Introducing Loom Video Support in Our CRM
When we talk in digital marketing language, attention is currency and video is its highest-value form. If you're trying to capture, engage, and convert your audience through email, you already know that traditional text and static visuals often fall short in today’s fast-paced, content-heavy environment. That’s why Zapiy is thrilled to introduce a game-changing update in your CRM’s Email Builder: seamless Loom video integration in the Video Element.
This enhancement allows marketers, sales teams, and content creators to embed Loom videos directly into their email campaigns, enriching every message with personal, visual storytelling. Whether you're delivering a quick demo, offering onboarding guidance, or sharing updates in a more human, expressive way—this integration gives your emails a powerful boost in relatability and retention.
Let’s break down exactly why this matters, how it works, and how your business can start benefiting immediately.
Why This Integration Matters to Your Email Strategy
1. A Feature Built on Real User Feedback
This isn't just a random upgrade—we built it because you asked for it.
One of the strongest pillars of product development is listening to the community. The addition of Loom video support is a direct result of consistent user feedback asking for more flexibility and capability in the Email Builder. Our CRM continues to evolve based on your needs, and this feature is proof that we’re paying attention.
When users told us they wanted more dynamic video options—especially something easy to record and share like Loom—we knew it was time to bridge that gap.
2. More Engaging, Personal, and Dynamic Emails
A static email can get lost in the noise. But a personalized video—where you explain a product, introduce a team member, or walk a customer through a process—can stop a scroll and drive a click.
Loom videos let you bring emotion and clarity to your message. You’re not just writing to your contacts; you’re speaking to them. That personal connection is what turns passive readers into engaged prospects.
Studies show that emails containing video can increase click-through rates by up to 300%. Now, with Loom integrated into your CRM, you don’t need to go through clunky workarounds to make that happen.
3. Tap Into Loom’s Power and User Base
If you're already using Loom to communicate with teammates, onboard clients, or deliver asynchronous updates, you’re familiar with how convenient it is. By bringing Loom directly into your CRM, you can now leverage that same efficiency in your marketing efforts.
And if you haven’t used Loom yet, this integration gives you a compelling reason to start. It’s a lightweight tool with big impact—perfect for busy professionals who want to create rich content without the need for expensive video equipment or editing software.
What Is Loom Video Integration in Email Builder?
At its core, this feature allows you to embed Loom videos directly into your email templates or campaigns using the Video Element in your CRM's Email Builder.
Previously, if you wanted to include a video in an email, you had to host it on another platform, manually generate thumbnails, write scripts, or hope recipients would click external links. Now, you can:
Choose “Loom” as the video type within the builder
Paste your Loom URL directly
Add an optional custom thumbnail
Hit save and preview your rich email instantly
This process makes your emails cleaner, faster, and more professional, without requiring technical skills.
Benefits of Loom Video Support in Email Campaigns
✅ Humanize Your Brand
Videos recorded on Loom feel human and authentic. They’re not over-produced or corporate-sounding—they’re real conversations, and that’s what builds trust.
Whether you’re a founder introducing a new product, or a customer support rep walking through a solution, your audience will connect with your tone, expression, and clarity in ways text simply can’t deliver.
✅ Save Time While Creating High-Impact Content
Loom is one of the fastest ways to record and share screen recordings or face-to-camera videos. Instead of writing a lengthy explanation in your email, record a 60-second clip. No editing necessary. Upload once, and your CRM takes care of the rest.
This is perfect for:
Sales pitches
Product updates
Feature walkthroughs
Customer onboarding
Internal announcements
✅ Increased Email Engagement Metrics
From higher click-through rates (CTR) to improved conversion rates, embedded video boosts performance. Recipients are far more likely to click a play button than read through a wall of text.
Plus, the thumbnail preview you add can act as a visual CTA, increasing the likelihood of interaction.
How To Use Loom Video Support in Your Email Campaigns: Step-by-Step Guide
To get started, head over to the Marketing section in your CRM by selecting it from the left-hand navigation menu. Once there, go to Email, then choose Campaigns/Templates from the top navigation bar.
Click the “+New” button to create a fresh email campaign, or open an existing one that you'd like to update.
Inside the email builder, click the “+” icon to add a new element to your email layout. From the list of available elements, select the Video option.
In the settings panel on the left side of your screen, choose “Loom” as the video type.
Enter your Loom video URL and upload a video thumbnail to display in the email. Once done, click “Save” to insert the video.
It’s that simple. No complicated embedding or HTML editing—just a few clicks to add rich media content.
Use Cases: Where Loom Video Integration Makes a Difference
This integration isn't just a "nice to have". It's also a strategic tool that supports better communication across the funnel.
Here are a few ideas for how to use Loom video in different email contexts:
🔹 Sales Prospecting
Record a short, personalized video for a lead. Mention their name, business, and pain points. Show your product in action. It’s faster than writing, and more effective than cold text emails.
🔹 Product Announcements
Show your customers what’s new instead of just telling them. A 30-second Loom video can demonstrate a new feature better than a dozen screenshots.
🔹 Customer Onboarding
Guide new users through setup or best practices with a friendly screen-share video. This builds trust and reduces drop-off.
🔹 Team Updates
Use Loom to send internal email updates with enthusiasm and clarity. Share strategy changes, product launches, or cross-team shoutouts.
Best Practices for Using Loom in Emails
To maximize your results, keep these tips in mind:
Keep videos short and focused. 30–90 seconds is ideal.
Speak naturally. It’s okay to be unscripted—your authenticity is the point.
Use custom thumbnails. Eye-catching visuals encourage clicks.
Include a CTA. Tell viewers what to do after watching—book a call, reply, or visit a link.
Things to Remember and Avoid While Using the Loom Video Update Feature in Your CRM
The Loom video integration in your CRM’s Email Builder is a powerful tool that can transform your email campaigns by adding a personal, engaging visual element. However, like any new feature, it’s important to use it correctly to maximize its impact and avoid potential missteps. Below are some best practices to remember and common pitfalls to avoid when embedding Loom videos into your emails.
Things to Remember
1. Keep Your Videos Short and Focused
Attention spans are limited, especially in emails. Aim to keep your Loom videos between 30 to 90 seconds. This ensures you deliver value quickly and keeps recipients engaged without overwhelming them.
2. Choose a Compelling Thumbnail
Your video thumbnail is the first thing your audience sees. Make it visually appealing and relevant to the content. A clear, friendly face or a strong call-to-action in the thumbnail can significantly increase click-through rates.
3. Include a Clear Call-to-Action (CTA)
Every video should have a purpose. Whether it’s prompting the viewer to schedule a call, check out a product, or reply to your message, be sure to state your CTA clearly in both the video and the email text.
4. Optimize for Mobile Devices
Many users check their emails on mobile phones. Make sure your video thumbnail and layout look great on smaller screens. Always preview your email on both desktop and mobile before hitting send.
5. Test Before Sending
Always send a test email to yourself or your team before going live. Double-check that the video link works, the thumbnail loads properly, and the formatting looks consistent.
6. Keep Branding Consistent
Although Loom videos are casual by nature, they should still align with your overall branding. Use consistent tone, colors, and messaging to maintain a professional look.
Things to Avoid
1. Avoid Overusing Video in Every Campaign
Video is powerful, but it should be used strategically. If every email includes a video, the novelty wears off, and recipients may tune out. Reserve video content for high-impact messages such as product demos, personalized pitches, or onboarding instructions.
2. Don’t Forget to Provide Context in the Email Body
While the video does most of the explaining, you should still include a short summary or introduction in the email. This ensures that even if the video isn’t played, the core message is still delivered.
3. Avoid Poor Lighting or Audio in Videos
Just because Loom makes it easy to record doesn’t mean you should skip quality. Ensure good lighting, clear audio, and a clean background. A low-quality video can hurt your credibility more than help it.
4. Don’t Use Expired or Private Loom Links
Ensure your Loom videos are set to be publicly viewable (or at least accessible via link). An inaccessible video reflects poorly on your brand and wastes the recipient’s time.
5. Avoid Sending Without Reviewing Analytics
After sending your campaign, review email performance metrics such as video clicks and engagement. Use these insights to refine future campaigns and tailor your video content more effectively.
Final Thoughts: Elevate Your Email Marketing with Video, Effortlessly
In a crowded inbox, your message only has seconds to stand out. With Loom video integration now built into your CRM’s Email Builder, you have a powerful new way to make your emails more engaging, personal, and high-converting—without any extra complexity.
By combining the storower of video with the reach of email marketing, you’re setting the stage for deeper connections and better results.
Don’t just tell your audience. Show them
Youtube
Facebook
Instagram
LinkedIn
TikTok
X
Pinterest