Adding a shortcut in Hubspot means your team can start a co-browsing session from a contact page.
1. Install the Upscope code
2. Add shortcut to Hubspot
1. Create a new Contact property named 'Screenshare' or 'Cobrowse'
Settings > Properties > Contact properties > Create property, make sure it's a text type property
2. Create a workflow to fill in the property
Go to Automation > Workflows > Create Workflow and create the following workflow
3. Make the new property visible on the contact page
Head to Settings > Properties > Records customization > Contact
4. You'll now see a screenshare link which will take you directly to the Upscope app.
Note this works by redirecting you to the search page on Upscope with their email pre-filled in the search bar, so make sure you are passing email addresses through the installation code.