FreshWorks
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:
Demo Name - last viewed demo
type: String
name: sl_last_demo_name
Demo Viewed At - when the demo was viewed last
type: DateTime
name: sl_last_demo_at
Demo Time (secs) - time spent in seconds
type: Integer
name: sl_last_demo_time_secs
Demo Complete (%) - percent of steps completed
type: Percent
name: sl_last_demo_completion_percent
Demo Link - link to the demo
type: Url
name: sl_last_demo_link
Demo CTA Clicked - CTA url clicked by user
type: Url
name: sl_last_demo_cta
Demo Checklist Completed - checklist of features completed
type: boolean
name: sl_last_demo_checklist_completed
Demo Sessions - total count of demo sessions by the lead
type: Integer
name: sl_demo_session
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