Hubspot Integration Features
Last updated
Last updated
There is quite a lot you can do within Hubspot using Storylane data (workflows, reporting, email campaigns, etc.) See more below!
Open a contact
Navigate to Activity tab
Include Storylane in “Filter Activity”
Navigate to your demo
Click Share > Email Campaign
Copy the Hubspot link
Add this link to any element in your Hubspot email
⭐️ We highly recommend exporting your demo as a GIF, adding to Hubspot email, and linking to the Hubspot email campaign demo link.
Review and send your email. Each recipient will receive a personalized link with their email in the URL, which will send analytics to Hubspot.
Create a new Single Object report
Select "Contacts" as the object
Add a Contact Property - search “demo” to see a list of Storylane properties (i.e “Storylane Demo Name”)
Add a filter (i.e “Storylane Demo Complete (%))
Select your chart type, and view the results!
Create a new Workflow from Scratch
Select “Contact-based”
Set up your triggers. Search “Storylane” in Filter Categories to see what is available.
Next, choose an Action. What happens when the trigger’s criteria are met? Email the contact owner. Send a Slack notification?
Complete the rest of the workflow to your liking, and publish.
You can add a lead form within your demo by creating one in Hubspot and embedding it in a Lead Form element in Storylane. Keep your embedded lead form short and sweet!
If you require more than a few fields for your form, we recommend linking the last step of your demo to an external lead form. Just add a CTA and direct it to the correct URL.