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How to Record HubSpot

Record HubSpot CRM on sandbox accounts, not production. Guide for CRM setup tutorials, workflow automation, and sales pipeline walkthroughs.

When you’d need to record HubSpot

CRM setup tutorials for new teams

Record HubSpot CRM configuration — custom properties, pipeline stages, lead scoring, lifecycle stages. A new sales team configuring HubSpot from scratch needs to see every settings page, not just read about them.

Workflow automation walkthroughs

Record Marketing or Sales workflow creation — enrollment triggers, if/then branches, email sends, task creation. HubSpot's visual workflow builder has 50+ action types — video shows the exact configuration.

Sales pipeline management tutorials

Record deal pipeline usage — moving deals between stages, updating deal properties, forecasting. Walk your sales team through the daily pipeline workflow so everyone follows the same process.

Reporting dashboard creation

Record custom dashboard and report creation — select data source, add filters, choose visualization, arrange on dashboard. HubSpot's report builder has a learning curve that video flattens.

Recommended settings

Resolution

1920x1080

Frame rate

30fps

Audio

Microphone only

Capture mode

Window Capture

Things to know

•HubSpot CRM shows real contact names, email addresses, company names, and deal values throughout the interface
•The navigation bar shows all Hubs you have access to (Marketing, Sales, Service, CMS, Operations) — revealing your HubSpot tier
•Contact and deal records show activity timelines with email content, meeting notes, and call recordings
•HubSpot's reporting dashboards show real pipeline values, deal stages, and revenue forecasts

Step-by-step

1
In Screenify Studio, select Window Capture and pick the HubSpot window.
Use HubSpot's developer sandbox (developers.hubspot.com) for public tutorials. Real CRM data contains customer PII.
2
Open HubSpot in Chrome. Before recording, check the current view for PII. Contacts show real names and emails, Deals show company names and dollar values, Companies show business details. Use a sandbox account (HubSpot offers free developer test accounts) for public tutorials.
3
Check the top navigation — it shows which Hubs you have access to (Marketing, Sales, Service, CMS, Operations, Commerce). This reveals your HubSpot subscription tier and the tools your company uses.
4
If recording the CRM, filter your view. An unfiltered contact list with 10,000 records is unwatchable. Filter by list membership, lifecycle stage, or owner to show a manageable set of 10-20 records.
5
When opening a contact or deal record, the right sidebar shows all properties and the left shows the activity timeline. Both are dense. Focus on one panel at a time — scroll the properties first, then the timeline.

Pro tips

Auto-zoom on workflow builder conditions. HubSpot's workflow builder shows enrollment triggers and if/then conditions in compact boxes. When you click an if/then branch to set 'Contact property: Lifecycle Stage is Marketing Qualified Lead', auto-zoom zooms in so viewers can read the property name, operator, and value.

Use a developer sandbox account. HubSpot's developer portal (developers.hubspot.com) provides free test accounts with full CRM access and dummy data. Never record on your production CRM — contact names, deal values, and email content are all visible.

Webcam overlay for sales team tutorials. Sales teams learn from people, not interfaces. Adding your face via PiP while walking through pipeline management or deal stages makes the tutorial feel like a coaching session. Position PiP in bottom-left — HubSpot's right panel needs full visibility.

Show the workflow in action, not just the builder. After building a workflow, enroll a test contact and show the execution: email sent, task created, property updated. The workflow builder is the setup — the execution is the proof it works.

Common mistakes

Recording on a production CRM. Your contact list shows 'John Smith, john@clientcompany.com, $450,000 deal value.' The activity timeline shows email threads, meeting notes, and call transcripts. This is customer PII and confidential business data. Use a sandbox.

Showing deal pipeline with real dollar values. Your sales pipeline shows 'Acme Corp — $2.1M — Negotiation Stage.' Competitors, investors, and the public can see your pipeline. Use test deals with dummy values.

Not filtering CRM views before recording. You open the Contacts page and 10,000 contacts load. Scrolling through them is unwatchable and exposes thousands of names/emails. Filter to a specific list or segment with 10-20 test contacts.

Building a workflow without explaining enrollment criteria. You add 5 actions to a workflow but skip the enrollment trigger configuration. Viewers don't know which contacts enter the workflow or why. Always start with: 'this workflow enrolls contacts when [trigger]. Let me show the enrollment criteria first.'