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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