HubSpot
Create new leads and send demo analytics to HubSpot
Storylane directly integrates with HubSpot. With the integration, you can:
Create new leads and update leads' demo data
Create timeline activity of demo session for leads
Identify Leads
There are a few ways in which you can identify new leads. You can refer to the article on Lead Tracking to learn more.
Setting up the integration
See below Storylane example on how to integrate in 30 seconds.
Demo Data with HubSpot
Once integrated, you will see demo analytics populated both as custom property and custom event in your HubSpot contacts. They will be under a group called Storylane in the properties of a contact.
Storylane Custom Properties & Custom Events
Custom properties
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: Number
name: sl_last_demo_time_secs
Demo Complete (%) - percent of steps completed
type: Number
name: sl_last_demo_completion_percent
Demo Link - link to the demo
type: String
name: sl_last_demo_link
Demo CTA Clicked - CTA url clicked by user
type: String
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 demos sessions by the lead
type: Integer
name: sl_demo_sessions
Here’s the reference on how it looks like in Hubspot when a lead is captured in Storylane
Custom Events
Here’s the reference on how it looks like in HubSpot contact activity feed. If you have multiple demos or each time demo is viewed, then custom timeline event will be populated for the contact
Installing Storylane app from HubSpot Marketplace
Once you're in the HubSpot app marketplace, type in Storylane in the search box which will display the app in the dropdown search results.
Next, once the app is installed, go to Storylane's login page and use your account credentials to log in. Inside the Storylane dashboard, go to Settings and then to Integrations to locate the HubSpot integration.
On the HubSpot integration, click on the “Connect” button to successfully conclude the integration process. Once HubSpot is connected, leads captured through published demos will be synced to HubSpot Contacts and the analytics tab will start populating the lead information.
After 5 mins the demo analytics will be synced with HubSpot as well (custom Storylane fields in Contact object and timeline activities).
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