How to automate video generation using Zapier

This is a guide to using Potion Actions in Zapier and uses automatic video generation after a meeting is booked in Hubspot as the example case.

If you struggle with building automations and would like the assistance of the Potion team reach out to (We are typically available 9-5 EST Monday-Friday)

If you would prefer someone to completely own the video automation for you reach out to and we can set you up with one of our Potion Solution Partners.

Video Explanation

Detailed Instructions 

  1. Connect Zapier to your Potion Account by following this guide.
  2. Select Create Zap in Zapier 
  3. Consider what you want to be the trigger - Your trigger will be the event that you want to kick off the video generation process for a contact.
    • Considerations ⚠️ 
      • For a video to be generated the first name must be in your name bank already
        • If you haven't recorded a name previously it will appear on the "video's made using this template" list and you can record all un-recorded names by selecting the record greeting button from your video template page.
      • You'll need to have a minimum of either [Contact First Name + Email Address] OR [Contact First Name + Linkedin Profile]
      • If you intend to include a custom background you'll also need their website (you can usually grab this from their email and our example covers how to do this using Zapier) 
        • For these reasons events where you collect information from someone are good candidates for kicking this process off!
    • Some ideas to get the wheels turning 🧠 
      • Use a lead magnet like an Ebook, Webinar Registration, etc to capture information and act as a trigger!
      • Use a video being watched to kick off generation for a follow up video! 
      • Trial Sign Up 
      • Cold call outcome: Answered - Interested (but not converted) 
      • New Customer Closed
  4. Select your App that contains the trigger event: We're using Hubspot for our example.  
    Screenshot 2023-11-29 at 8-28-05 PM-png

  5. IF You are new to Zapier: Connect your Hubspot account by Logging in and Providing Access 
  6. Select the specific form that cause the zap to fire
    Screenshot 2023-11-29 at 8-31-34 PM-png
  7. Find test record and continue with selected record
  8. Select add a step 
    Screenshot 2023-11-29 at 8-33-57 PM-png
  9. Select Potion 
    Screenshot 2023-11-29 at 8-34-44 PM-png
  10. Select an *Event - The only event included in the beta is video generation
    Screenshot 2023-11-29 at 8-35-34 PM-png
  11. Select the Potion Profile you want to generate the video
  12. Copy the video ID from the video you want to personalize 
    1. Navigate to the video you want to personalize in Potion
    2. Select Share Your VideoScreenshot 2023-11-29 at 8-38-23 PM-png
    3. Select Copy Video Template Link
    4. Paste this into your browser - You'll see something that looks like this
      1. The URL you see will follow this format
        • For example 👇
      3. Select the portion of the URL after your and copy this value. Screenshot 2023-11-29 at 8-43-43 PM-png
  13. Paste your video id into the the *Template Video ID fieldScreenshot 2023-11-29 at 8-45-38 PM-png
  14. Populate the data source for each of the inputs Potion Needs 
      1. The three fields below Template Video ID (shown below) Map to the CSV columns of the Add More Prospects PageScreenshot 2023-11-30 at 7-18-41 AM-png-1
        Add more Prospects Page
        Screenshot 2023-11-30 at 7-21-20 AM-png-1
      2. Completed it should look something like thisScreenshot 2023-11-30 at 7-27-05 AM-png
  15. Select Continue and complete any testing steps 
  16. Select Publish 
  17. Make sure your Zap is toggled on
    Screenshot 2023-11-30 at 7-43-22 AM-png

That's it! - You've just automated video generation 🦾

Want to confirm it's working? - A video should already be processing due to the Zapier test step. To confirm this worked go to the video template page in Potion and search for the email address of the test contact. If you can't see the test contact go to the Trigger Step in Zapier -> Select Test from the right hand menu 

Screenshot 2023-11-30 at 7-33-16 AM-png

In Potion if you search the name list from the video template page you will see the name is in the queue 🕙, processing, or completed✔️ 



Congratulations! You've now learned how to automate video generation using Zapier and Potion. This powerful combination allows you to create personalized videos at scale, saving you time and effort.

If you encountered any difficulties during the setup process, don't hesitate to reach out to our team for assistance. 

For a completely hands-off approach, you can also connect with your Potion Solution Partner. These partners specialize in video automation and can take care of the entire process for you.

With automated video generation, you can create more engaging marketing campaigns, improve customer communication, and boost your overall ROI. Get started today and unlock the potential of personalized video!