# HubSpot

### How to install the Screendesk app on HubSpot

{% hint style="info" %}
You must be a HubSpot admin to install the Screendesk app
{% endhint %}

{% stepper %}
{% step %}

### Visit the integrations page

Visit account settings / Integrations and then click on the "Connect" button.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2Fp8oj2k1sQdQmclSBV9D6%2FCleanShot%202025-08-12%20at%2014.14.22%402x.png?alt=media&#x26;token=6bb436d0-a462-476c-8815-31ea55b24ede" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add the Screendesk app to the Help Desk

Navigate to your HubSpot workspace settings, select Tools, and click on Help Desk. Go to the Sidebar customization tab and choose Default view.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FpMKcXirNXcjUTvYDvvuR%2FCleanShot%202025-08-12%20at%2014.17.12%402x.png?alt=media&#x26;token=17fbe5e5-e0b8-4266-8189-0d41988980dd" alt=""><figcaption></figcaption></figure>

Add the Screendesk card to your layout.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FMRrJpsG8vSg5e3YV1vlm%2FCleanShot%202025-08-12%20at%2014.20.12%402x.png?alt=media&#x26;token=e33c0022-6f69-41df-a834-5ddc10d25be6" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Request and Send recordings

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2FnUng17aYJ9oEfHxucGkO%2FCleanShot%202025-08-12%20at%2014.23.31%402x.png?alt=media&#x26;token=905e7a8d-b2bb-4d6f-bfc0-e724c93c047a" alt=""><figcaption></figcaption></figure>

1. Open any ticket in your Help Desk.
2. Display the sidebar.
3. Request and send recordings.

### Notes

Requested recordings will be automatically added as a note to the ticket.

<figure><img src="https://3820804400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfW6XSzJSKsNyZnOkSJPt%2Fuploads%2F3IYsiQBslqYV06Mcz6y3%2FCleanShot%202025-08-12%20at%2014.25.56%402x.png?alt=media&#x26;token=5ce06a30-2346-450d-af51-dbdca4214bc5" alt=""><figcaption></figcaption></figure>