HubSpot

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:

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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)})();

💡 Learn more about lead attribution here.

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Step 2: Connect HubSpot with Storylane

1. Access the HubSpot Integration section in your Storylane dashboard under Settings > Integrations.

2. Click the Connect button.

3. Next, setup sidebar groups, record heder cards, and create a custom view. Give it a spin below! ↓

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Step 3: Integration Settings

Once your integration is connected, you can configure what information is sent from Storylane to HubSpot. You have two options:

• Contact-level data

• Company-level data

When processing records, the following logic applies:

Contacts

• Contacts are searched and matched by email address.

• If the email already exists, the existing contact record is updated.

• If the email does not exist, a new contact record is created.

• If a contact is already marked as a non-marketing contact in your CRM, this field will not be updated.

• The system will only assign the marketing contact status to contacts that it creates.

Companies

• Companies are searched and matched by domain.

• If the domain already exists, the existing company record is updated.

• If the domain does not exist, a new company record is created.

To adjust these settings, locate the Edit Integration icon next to the Connected status.

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💡 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	Applies To	Description	Data Type
Storylane Sessions	Demo + Hub	Total number of sessions (applies to both single demos and Hubs)	Integer
Storylane Demo Name	Demo	Name of the most recently viewed demo	String
Storylane Demo Viewed At	Demo	Timestamp of the most recent demo view	DateTime
Storylane Demo Time (secs)	Demo	Time spent viewing the demo (seconds)	Number
Storylane Demo Complete (%)	Demo	Percentage of demo steps completed	Number
Storylane Demo Link	Demo	Link to the demo	String
Storylane CTA Clicked	Demo + Hub	CTA URL clicked	String
Storylane Demo Session Link	Demo	Link to the specific demo audience session	String
Storylane Buying Intent	Demo + Hub	Engagement-based intent level (Low / Medium / High)	String
Storylane Lead Source	Demo + Hub	How the viewer was sourced (e.g. Nurtured, Inbound, Sales)	String
Storylane Hub Name	Hub	Name of the Hub that was viewed	String
Storylane Hub Link	Hub	Link to the Hub	String
Storylane Hub Viewed At	Hub	Timestamp of the most recent Hub view	DateTime
Storylane Hub Viewed Content (%)	Hub	Percentage of Hub content viewed	Number
Storylane Hub Time (secs)	Hub	Total time spent in the Hub (seconds)	Number
Storylane Link Sent By	Demo + Hub	Rep who shared link	String
Storylane RepX Conversation Topics	RepX	Topics discussed with AI agent	String
Storylane RepX Last Conversation At	RepX	Timestamp of last RepX chat	DateTime
Storylane RepX Total Messages	RepX	Count of RepX messages exchanged	Number

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Custom Events

Each demo session creates a custom timeline activity in HubSpot, and a summary of aggregate metrics from the users' session. Here's a reference below for a demo & buyer hub session:

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By following these steps, you can efficiently connect Storylane and HubSpot, ensuring seamless lead management and data insights for your demos.