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Turn HubSpot training videos into guides for your pipelines and workflows
Your deal stages, your custom properties, your sequences. Record the walkthrough once and Vidocu turns it into numbered steps with a screenshot of each HubSpot screen as you set it up, ready for new hires, client handovers, and the next time the interface changes.
How do you turn a HubSpot training video into documentation?
Upload the recording of the HubSpot process, whether it is an agency's client onboarding call, a RevOps session for new reps, or a fresh screen capture. Vidocu transcribes the narration, detects each click, and writes numbered steps paired with a screenshot of the record, pipeline, or workflow editor at that moment. Because the screenshots come from your recording, the guide shows your deal stages, your properties, and your workflows.
You review the draft in the editor, add the rule about which property has to be set before a deal moves stage, and publish it as a help article, a PDF, or a narrated video with a quiz for the team.
Why HubSpot documentation falls behind
Growing teams, repeated onboarding
Every new rep or marketer gets the same walkthrough of the same pipeline. The person giving it has better things to do.
Agencies hand over on a call
The portal is configured, the workflows are live, and the client's guide is a Loom recording nobody will find in three months.
The interface keeps changing
HubSpot ships continuously. Screenshots pasted into a Google Doc stop matching the screen and the guide stops being used.
What a HubSpot recording turns into
Vidocu documents whatever the recording shows. These are the areas of HubSpot teams most often record, with screenshots of the screens as configured in their own environment.
CRM records and pipelines
Contacts, companies, and deals as your properties and pipeline stages define them, with a screenshot of each stage.
Sales Hub
Sequences, meetings, quotes, and playbooks documented from the rep's point of view.
Marketing Hub
Forms, email campaigns, lists, and the workflows that connect them, documented from the finished setup.
Service Hub
Ticket pipelines, inbox handling, and the knowledge base your support team maintains.
Workflows and automation
What each workflow does and how to maintain it, so the next admin is not reverse-engineering enrolment triggers.
Reports and dashboards
How to build, filter, and read the reports leadership reviews, including the filters people get wrong.
Try it with a HubSpot walkthrough
Upload a recording of one process in your portal, like creating a deal or enrolling a contact in a sequence, and see the guide Vidocu writes from it.
Drop your video here
or click to browse
Free plan included. You will be asked to sign in before the guide is generated, and your file comes with you.
How it works
Record the process in your portal
A short capture of one task on test records, or the Loom you already recorded for the last new hire.
Vidocu writes the guide
Numbered steps drafted from the actions in the recording, each with a screenshot of the HubSpot screen as configured.
Add the rules
Insert the required properties per stage, the naming convention, and the handoff criteria. Apply your brand.
Publish where the team looks
Host guides in a searchable knowledge base, embed the narrated video in your onboarding, translate for regional teams, and add a quiz.
What you get from one HubSpot recording
One upload. Everything generated. Each output is edited on its own and regenerated together when the process changes.
Step-by-step user guides
Numbered steps with a screenshot per step, edited in a built-in editor and exported to PDF, Word, or formatted text.
SOPs and work instructions
The same recording as a procedure document, with the warnings and business rules you add in review.
A narrated training video
Auto zooms, captions, and an AI voiceover from the same upload, so people who prefer to watch can.
A searchable knowledge base
Host every guide on your own domain with search and an Ask AI assistant that answers from your content.
Translations that stay in sync
Guides, subtitles, and voiceover in the languages your teams work in, each editable on its own.
Training quizzes and sign-off
A short quiz generated from the guide, with pass tracking and deadlines for a group.
Who uses Vidocu for HubSpot
RevOps and HubSpot administrators
Document the portal you built so onboarding is a link instead of a meeting. Regenerate after HubSpot changes instead of retaking every screenshot.
HubSpot solutions partners and agencies
Turn every client onboarding call into a handover guide the client keeps, on your brand, without an extra documentation deliverable to write.
Sales and marketing onboarding
Give new reps and marketers guides that show your pipelines and workflows, in their language, and confirm they know the process with a quiz.
Updating after a HubSpot release
Every step and screenshot comes from the recording, so an update is a re-run rather than a rewrite. Record the changed process, generate again, and the guide, the video, and every translation follow. Nobody retakes screenshots by hand.
What Vidocu does not do for HubSpot
- Vidocu is not a HubSpot App Marketplace integration. It does not connect to your portal, read properties, or publish into HubSpot's knowledge base. It reads recordings and produces documents and videos you place where your team looks.
- Contact data stays out of the recording. Use test records when recording. Contact names, emails, and deal amounts on screen would end up in the screenshots.
- One process per recording works best. A focused walkthrough of one task produces a focused guide. A full onboarding session is better cut into segments before upload.
HubSpot training to documentation FAQ
Yes. The steps and screenshots come from your recording, so custom deal stages, properties, sequences, and workflows appear exactly as your team sees them. Vidocu does not need access to your portal.
Yes. The Brand Kit sets colours, fonts, logo, and voice per workspace, and guides can be hosted on a client-facing knowledge base under your domain or theirs. Each client's recordings stay in their own project.
HubSpot Academy teaches the standard product. Vidocu documents your specific portal, with your stages and properties, from a recording you make. Most teams use both: Academy for the fundamentals, Vidocu for how it works here.
Re-record the affected process and regenerate. Because every step and screenshot is produced from the recording, an update takes minutes of processing rather than a manual pass through every image in the guide.
Yes. Copy the formatted article into a HubSpot knowledge base article, export PDF or Word, or embed the MP4. Vidocu can also host the guides in its own knowledge base with search and an Ask AI assistant.
Yes. The written guide and the video, including subtitles and AI voiceover, can be translated into the languages your teams work in. Each translation is editable on its own.
Related platforms
Vidocu for Salesforce
Sales Cloud, Service Cloud, and Flow walkthroughs into guides that show your org, so reps follow the process.
See the pageVidocu for Microsoft Dynamics 365
Sales, Customer Service, Finance, Business Central, and Power Apps walkthroughs into guides with your forms and flows.
See the pageVidocu for NetSuite
Order-to-cash, procure-to-pay, and month-end close walkthroughs into SOPs with your custom forms and saved searches.
See the pageSee your HubSpot walkthrough become a guide
Bring one recording to the demo. We generate the guide live and walk through the editor, translations, and hosting.
HubSpot is a trademark of HubSpot, Inc.. Vidocu is an independent product and is not affiliated with, endorsed by, or sponsored by HubSpot, Inc..
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