Integrations & Data Flow

Connect Storylane to your CRM, sales tools, and analytics stack to send demos and track engagement.

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πŸ’‘ Not all integrations behave the same - some send demos, while others store and sync data.

🧠 How data flows in Storylane

There are three core paths depending on what you want to happen:

  1. Store & track data (CRM) β†’ where demo data lives

  2. Send demos (Sales tools) β†’ where demos are distributed

  3. Route data (Custom integrations) β†’ where data is forwarded elsewhere


βœ… Store & Track Demo Data (CRM Integrations)

πŸ‘‰ Where your demo data lives + fields are created

Best for: tracking engagement, attribution, and pipeline impact

Supported platforms


What happens here

When connected, Storylane will:

  • Create/update contacts/leads

  • Create demo engagement properties, such as:

    • Views

    • Time spent

    • Completion rate

    • CTA clicks

    • etc.

  • Sync data automatically (no manual work)

  • Enable reporting + attribution

  • Tie demo engagement to deals/opportunities

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πŸ”Œ Send Demos via Sales Tools (Plugins)

πŸ‘‰ Where demos are sent from - NOT where data is stored by default

Best for: outbound, prospecting, and rep workflows

Supported platforms

  • HubSpot (will sync data if integrated)

  • Salesforce (will sync data if integrated)


What happens here

  • Reps can send demos directly from these tools

  • Demo links can be personalized

  • Engagement happens… but is NOT stored here


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These are distribution tools, not data systems


βš™οΈ Route Data Anywhere (Zapier, Webhooks, API)

πŸ‘‰ How you send Storylane data to other tools

Best for: connecting Storylane to tools that don’t have native integrations

Available options


What happens here

  • You can send demo engagement data to:

    • Gong

    • Outreach

    • Data warehouses

    • Internal systems


Example

β†’ Send β€œDemo Viewed” β†’ Gong activity timeline β†’ Send β€œLead Identified” β†’ CRM or Slack


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This is your bridge layer

View an example Zap between Storylane demo engagement and a Gong contact record ⬇

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πŸ“Š Analytics & Enrichment

πŸ‘‰ Where engagement is analyzed or enriched (not stored as CRM data)

Data & Analytics

Enrichment


What happens here

  • Track demo engagement alongside web/product analytics

  • Enrich visitors with company + intent data


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This is for insights, not storage


πŸ“¦ Embeds & Distribution

πŸ‘‰ Where demos are displayed

Platforms


🧠 Quick Comparison

Capability
CRM Integrations
Sales Tools
Custom (Zapier/API)

Send demos

βœ…

βœ…

βœ…

Personalize links

βœ…

⚠️

βœ…

Track engagement

βœ…

❌

⚠️

Store data

βœ…

❌

❌

Create CRM fields

βœ…

❌

⚠️

Automatic sync

βœ…

❌

❌

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If you need help or have any questions, feel free to contact us at [email protected]envelope.

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