Please reach out directly to the Waymark team to gather the required account information:
Client ID
Client Secret
Signing Key
API Key
In the left navigation, select Options
Choose Integrations
There, you will see a new card for “Waymark”
Select the menu at the right end of the card
Choose Setup
All fields are required
Select the submit button
Complete the following steps to generate a new Waymark video spec spot from within ShareBuilder CRM.
Navigate to any Lead or Account in ShareBuilder CRM
Select the Actions menu at the top right of the Company detail page
Choose “Generate Spec Spot”
No fields in the popup are required, but allow you to modify your spec spot request
Choose Submit
Use the new Spec Spot card found on the company summary page to locate previously generated spec spots, and view the generation status
Navigate to any Lead or Account in ShareBuilder CRM
On the right hand side, you will find a new Spec Spot card just below the financials card.
The status column lets you know if the video is done and ready to view, still generating, or an error occurred.
Select a Waymark title to open the video
Playback the video directly in CRM, or select the share/edit options to navigate to Waymark
Each Waymark generated spec spot creates a an Activity.