Hubspot Integration Features

There is quite a lot you can do within Hubspot using Storylane data (workflows, reporting, email campaigns, etc.) See more below!

Activity Tracking

• Open a contact

• Navigate to Activity tab

• Include Storylane in “Filter Activity”

Email Campaign

• 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.

Reports

• 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 “Demo Name”)

• Add a filter (i.e “Demo Complete (%))

• Select your chart type, and view results!

Workflows

• 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 is met? Email the contact owner? Send a slack notification?

• Complete the rest of the workflow to your liking, and publish.

Forms

• 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’ll 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.