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HubSpot

Install the Screendesk app to HubSpot

How to install the Screendesk app on HubSpot

You must be a HubSpot admin to install the Screendesk app

1

Visit the integrations page

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

2

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.

Add the Screendesk card to your layout.

Request and Send recordings

  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.

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