Feature Update: We are discontinuing the standalone Personalized Video product from HeyGen Labs and integrating its capabilities into HeyGen’s core product suite!

HeyGen allows users to create tailored video messages by incorporating viewer-specific details, such as their name or company. This approach fosters meaningful connections at scale, delivering engaging and relevant content that boosts conversions and strengthens audience relationships.

Here is a sample email including a Personalized Video:
​

Once the recipient clicks the link or the GIF thumbnail in the email, they will be able to view the Personalized Video in a new tab.

Click here to see an example Personalized Video.
​

Most users prefer sending Personalized Videos directly from their CRM. This guide will walk you through integrating HeyGen into your CRM workflow using Zapier.

The goal is to automate sending a personalized video email to a contact whenever they’re added to a CRM list.

Below is a simple flow diagram illustrating how the systems interact:
​

Here’s a quick overview of syncing Personalized Videos with your CRM. In this example, we’ll use HubSpot, but the same concept can be applied to other CRMs.

In the rest of this tutorial, we will walk you through the setup process end to end.
​

The very first step is to create a personalized video template. In the template, you can insert variables by using this notation: {{variable_name}}

Optional but highly recommended: You should create a new folder so you can organize all of your personalized videos for a given project in this folder.
​

https://www.loom.com/share/beffe0d4b8f7494d90e19ba737975250?sid=19f3bb05-3444-49b9-8b4a-355f8f77a167

In order for your CRM to send out personalized videos, we need to create some custom fields in the CRM to store the video information.

There are two pieces of data we need to store in the CRM in order to send out personalized video emails:

Create two new fields in the contacts object:

https://www.loom.com/share/7a7ce5c4461340258c5414a6c09ee561?sid=4d880e6c-42d6-4d80-87e8-e901e3f163a8
​

We need to create an email template to include the generated personalized video.

To insert the GIF preview thumbnail into the email template, use this HTML snippet:

<aside> ⚠️

contact.heygen_video_share_page_url and contact.heygen_video_gif_url follows the variable notation for HubSpot. However, it can vary between different CRMs.

Make sure to use the correct variable notation for your CRM.

</aside>

https://www.loom.com/share/5273fdca526a4af4aec8661d86972df2?sid=a6d29f5d-5632-4da6-bb2d-7a8fcd21d385

In this example, we will trigger a personalized video creation by adding a contact to a list.

When a contact is added to a list, it triggers an event. We will then listen to that event using Zaiper and send a video generation request to HeyGen.

There are multiple ways to fire off this trigger, add contact to list is just one of them:

Check the existing Zapier integration with your CRM and see the list of available triggers.

https://www.loom.com/share/0051a1c92aac402b964895939c3dd04f?sid=4d3e6207-c98c-46d3-bc9d-582d51a80a65

When a contact is added to list, we want to trigger an automatic request to HeyGen to generate a personalized video for the contact.

We will pass along any variable from the CRM to HeyGen by using this notation in Zapier: text.variable_name.content

For the callback_id , use the object/record ID from the CRM if available.

Otherwise, you can use email as the callback_id.

​

https://www.loom.com/share/3ea385e96baf4b87a361f6fbc088197a?sid=d7c0c9fd-5846-4bb8-be9d-825a8ebc814f

When the personalized video is done generating, we want to automatically push the video data back into the CRM.

We will store the video data in the custom fields we defined earlier:

​https://www.loom.com/share/0ae1ab7c69c8452c9ab463dc0b09f6cc?sid=1d3cac8e-09ef-4d45-b67d-02fb3cd4c5e8

In most cases, when a personalized video is done generating, users want to send it via email automatically. And the best way to do that is to configure an automatic workflow using the CRM’s internal workflow builder.

Workflow builder is a fairly standard feature across most modern CRMs / marketing automation platforms.

Please note, HeyGen is not involved in this step. This step entirely relies on your CRM’s internal capability.

https://www.loom.com/share/2b332f94ff10444b8c8bf5e92833bf31?sid=3e6090a8-3ab1-4991-8ad9-75c1efa543ed

By following along all the steps above, you should have integrated HeyGen with your CRM and created an end-to-end workflow to generate and send personalized video emails automatically.

Can I create unlimited Personalized Videos?
Unlimited video creation is available only through the HeyGen web app pricing. Personalized videos created via Zapier/API are subject to HeyGen's API pricing plan.

Will HeyGen handle sending emails?
HeyGen will no longer support email sending. Instead, HeyGen will focus on:

Users can use their own CRM or email automation platform (e.g., HubSpot) to send personalized videos via email.

Can I create Personalized Videos by uploading a CSV?
The CSV upload functionality is temporarily unavailable in the HeyGen web experience. However, you can connect a Google Sheet to HeyGen via Zapier to create personalized videos. A tutorial on this process will be released soon—stay tuned!

Can I upload an existing video and personalize part of the script ("Hybrid Mode")?
Support for uploading existing videos to create Personalized Videos is temporarily removed. We recommend using one of your existing Instant Avatars to create personalized videos moving forward.