HubSpot

Storylane integrates seamlessly with HubSpot, enabling you to:

  • Sync demo data with existing leads.

  • Automatically create new leads if they don’t exist.

  • Create and update accounts with demo data.

  • Log demo session activity on the HubSpot timeline.

  • Capture leads directly via HubSpot forms.

You can also access the Storylane App directly from the HubSpot sidebar. Read more.

Follow these step-by-step instructions below to set up the integration:


Step 1: Add the Storylane Code to Your Website (Optional)

This step enables lead attribution tracking. Add the following code snippet to the <head> tag of your website:

(function(){"use strict";function e(t){const r=t.head;if(!r)return;const i=t.querySelector('script[src="https://js.storylane.io/js/v2/storylane.js"]'),n=t.querySelector('script[src="https://js.storylane.io/js/v1/storylane.js"]');if(i||n)return;const s=t.createElement("script");s.type="text/javascript",s.async=!0,s.src="https://js.storylane.io/js/v2/storylane.js",r.appendChild(s)}e(window.document)})();

πŸ’‘ Learn more about lead attribution here.


Step 2: Connect HubSpot with Storylane

  1. Access the HubSpot Integration section in your Storylane dashboard under Settings > Integrations.

  2. Click the Connect button.


Step 3: Edit Integration Settings (Optional)

Once connected, you can configure what information is sent from Storylane to HubSpot:

  • Lead-level data only.

  • Account-level information (e.g., demo activity and session details).

Locate the edit integration icon next to the Connected status to adjust these settings.


πŸ’‘ What Data Does Storylane Sync to HubSpot?

Custom Properties

Storylane populates custom fields in HubSpot contacts under the "Storylane" property group. Here's a breakdown:

Property Name

Description

Data Type

Storylane Demo Name

Last demo viewed

String

Storylane Demo Viewed At

Last demo view timestamp

DateTime

Storylane Demo Time (secs)

Time spent on demo (seconds)

Number

Storylane Demo Complete (%)

Percentage of steps completed

Number

Storylane Demo Link

Link to the demo

String

Storylane Demo CTA Clicked

CTA URL clicked

String

Storylane Demo Checklist Completed

Indicates if the checklist is done

Boolean

Storylane Demo Sessions

Total number of demo sessions

Integer


Custom Events

Each demo session creates a custom timeline activity in HubSpot. This includes multiple demo views and engagement history. Here's a reference below:


By following these steps, you can efficiently connect Storylane and HubSpot, ensuring seamless lead management and data insights for your demos.

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