FreshSales

Storylane directly integrates with FreshSales. With the integration, you can:

  • Automatically create or update leads in FreshSales (including the ability to create records in custom modules)

  • Update demo analytics for leads

Capturing Leads

There are few ways in which you can identify new leads. You can refer the article on Lead Tracking to learn more

How to Integrate

  • To get started, reach out to Storylane support team to setup FreshSales Integration

Storylane Custom Properties

Once the integration between FreshSales and Storylane is successful, below custom fields are created for each contact:

Storylane Demo Name - last viewed demo

  • type: String

  • name: sl_last_demo_name

Storylane Demo Viewed At - when the demo was viewed last

  • type: DateTime

  • name: sl_last_demo_at

Storylane Demo Time (secs) - time spent in seconds

  • type: Integer

  • name: sl_last_demo_time_secs

Storylane Demo Complete (%) - percent of steps completed

  • type: Percent

  • name: sl_last_demo_completion_percent

Storylane Demo Link - link to the demo

  • type: Url

  • name: sl_last_demo_link

Storylane Demo CTA Clicked - CTA url clicked by user

  • type: Url

  • name: sl_last_demo_cta

Storylane Demo Checklist Completed - checklist of features completed

  • type: boolean

  • name: sl_last_demo_checklist_completed

Storylane Demo Sessions - total count of demo sessions by the lead

  • type: Integer

  • name: sl_demo_session

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