How do I insert a video into a HubSpot conversation?

If you are using HubSpot conversations, video can be a great way to help someone with a support query or with some extra sales leverage.

To use videos within HubSpot, you must have a Vidyard account setup.

When having a conversation with a site visitor it's often useful to add in a video to help explain what you're talking about or to give extra context (and hopefully value) to the conversation.

To add a video to a HubSpot conversation:

  1. Click Insert at the bottom of the screen in a live conversation
  2. In the pop-up menu, select Video
  3. In the window that appears, you have the option to either select a pre-existing video from your Vidyard library or create a new video
  4. Click Insert (if you're creating a new video, you will need to choose how you're creating the video and add the video first)
  5. This will add a text link to the video
  6. Click Send Chat

HubSpot Video