Deal intelligence

See exactly which demos influence your deals in HubSpot or Salesforce

Available from the Premium plan.

Overview

Connect your CRM pipeline to Storylane and see which demos actually influenced your opportunities.

With Deals, Storylane pulls your HubSpot or Salesforce pipeline into your dashboard and connects demo engagement to the right deal. That means you can see which buyers watched, how deeply they engaged, and how demo activity aligns with deal movement.

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Why use Deals

If you share demos during sales cycles, it can be hard to prove their impact.

You may know a demo helped move a deal forward, but without clear visibility, it stays a gut feeling. Deals solves that by tying buyer demo activity directly to your pipeline.

Use Deals to:

• See which opportunities engaged with your demos

• Understand who watched and how deeply they engaged

• Track buyer activity alongside deal stage and status

• Give leadership clearer proof of demo influence on pipeline

What Deals shows you

Once connected, Storylane enriches your CRM pipeline with demo activity so you can quickly understand what’s happening inside each opportunity.

At the pipeline level

In the Deals view, you can:

• See your synced HubSpot or Salesforce opportunities

• Identify which deals had demo engagement

• View buyer reach and engagement at a glance

• Filter by pipeline, stage, buying intent, and owner

This helps sales leaders, AEs, and RevOps teams quickly spot which deals are active, influenced, or at risk.

At the deal level

Inside each deal, Storylane shows a full timeline of buyer demo activity, including:

• Who watched the demo

• Number of sessions

• Time spent

• Steps viewed

• CTA clicks

• Overall engagement and buying intent signals

This gives you a more complete picture of buyer behavior and helps you understand how demo engagement lines up with pipeline progression.

How it works

Deals is powered by a 2-way CRM integration.

Storylane automatically:

• Pulls your pipeline, contacts, and deal activity from HubSpot or Salesforce into Storylane

• Connects demo engagement to the right opportunity

• Pushes demo intelligence back into your CRM

Once the integration is connected, there’s no manual work required from your team.

Supported CRMs

Deals currently supports:

• HubSpot

• Salesforce

Common use cases

Here are a few ways teams use Deals in real life.

1. Prioritize follow-up

You send a demo after a call. The next day, you check the deal and see that multiple stakeholders watched it, spent time on pricing, and clicked the CTA.

Now you know this opportunity is active, and you can follow up with more confidence.

2. Spot risk early

A deal looks healthy in the CRM, but no one actually engaged with the demo.

That’s a sign the buyer may not be as active as the stage suggests, so your team can re-engage before momentum is lost.

3. Prove demo impact

When leadership asks whether demos influence revenue, you no longer need to rely on anecdotes.

You can show that a closed-won opportunity had strong demo engagement, multiple viewers, and clear intent before close.

Before you start

To use Deals, make sure:

• Your Storylane workspace is connected to HubSpot or Salesforce

• Your CRM data is syncing properly

• Your team is sharing demos through Storylane so engagement can be tracked

If you already had a CRM integration connected, you may need to reconnect it to access the latest Deals functionality.

Set up Deals

Connect your CRM

1. Go to Integrations in Storylane

2. Choose HubSpot or Salesforce

3. Complete the connection flow

4. If your integration is already connected, reconnect it if prompted

Once connected, Storylane will begin syncing your pipeline into the Deals dashboard.

View your deals

After setup:

1. Open Deals from the left navigation

2. Browse your synced opportunities

3. Use filters to narrow by pipeline, stage, buying intent, or owner

4. Open any deal to view detailed buyer demo activity

What makes Deals valuable

Deals gives you a clearer answer to questions like:

• Which deals were influenced by demos?

• Which buyers are actually engaging?

• Are demos helping deals progress?

• Which opportunities need follow-up?

• Can we prove demo impact on revenue?

Instead of treating demos as a nice-to-have asset, Deals helps you connect them to real pipeline movement.

FAQs

Does this require manual work from reps?

No. Once your CRM is connected, Storylane automatically syncs pipeline data and connects demo activity to the right deals.

Do I need to reconnect my CRM integration?

If you already had HubSpot or Salesforce connected, you may need to reconnect to enable Deals fully.

Can I see who watched the demo?

Yes. Inside each deal, you can view buyer activity and engagement tied to that opportunity.

Can I push demo data back into my CRM?

Yes. Deals automatically push demo intelligence back into HubSpot and Salesforce.

Which CRMs are supported?

HubSpot and Salesforce (for now)