Storylane integrates seamlessly with HubSpot, enabling you to:
Sync demo data with existing leads.
Automatically create new leads if they don’t exist.
Create and update accounts with demo data.
Log demo session activity on the HubSpot timeline.
Capture leads directly via HubSpot forms.
You must have admin level permissions to connect any integrations within Storylane
You can also access the Storylane App directly from the HubSpot sidebar. Read more.
Follow these step-by-step instructions below to set up the integration:
Step 1: Add the Storylane Code to Your Website (Optional)
This step enables lead attribution tracking. Add the following code snippet to the <head>
tag of your website:
(function(){
"use strict";
function e(t){
const r=t.head;
if(!r)return;const i=t.querySelector(
'script[src="https://js.storylane.io/js/v2/storylane.js"]'),
n=t.querySelector('script[src="https://js.storylane.io/js/v1/storylane.js"]');
if(i||n)return;const s=t.createElement("script");s.type="text/javascript",
s.async=!0,s.src="https://js.storylane.io/js/v2/storylane.js",r.appendChild(s)}e(window.document)})();
Step 2: Connect HubSpot with Storylane
Access the HubSpot Integration section in your Storylane dashboard under Settings > Integrations.
Click the Connect button.
🚀 Try Interactive Demo 👇
Step 3: Edit Integration Settings (Optional)
Once connected, you can configure what information is sent from Storylane to HubSpot:
Lead-level data only.
Account-level information (e.g., demo activity and session details).
Locate the edit integration icon next to the Connected status to adjust these settings.
💡 What Data Does Storylane Sync to HubSpot?
Custom Properties
Storylane populates custom fields in HubSpot contacts under the "Storylane" property group. Here's a breakdown:
Property Name | Description | Data Type |
---|---|---|
Storylane Demo Session Link | Session Link | String |
Storylane Demo Sessions | Total number of demo sessions | Integer |
Storylane Demo Viewed At | Last demo view timestamp | DateTime |
Storylane Demo Checklist Completed | Indicates if the checklist is done | Boolean |
Storylane Demo Complete (%) | Percentage of steps completed | Number |
Storylane Demo CTA Clicked | CTA URL clicked | String |
Storylane Demo Link | Link to the demo | String |
Storylane Demo Name | Last demo viewed | String |
Storylane Demo Time (secs) | Time spent on demo (seconds) | Number |
Custom Events
Each demo session creates a custom timeline activity in HubSpot. This includes multiple demo views and engagement history. Here's a reference below:
By following these steps, you can efficiently connect Storylane and HubSpot, ensuring seamless lead management and data insights for your demos.