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 must have admin level permissions to connect any integrations within Storylane
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)})();Step 2: Connect HubSpot with Storylane
Access the HubSpot Integration section in your Storylane dashboard under Settings > Integrations.
Click the Connect button.
Next, setup sidebar groups, record heder cards, and create a custom view. Give it a spin below! ↓
Step 3: Integration Settings
Once your integration is connected, you can configure what information is sent from Storylane to HubSpot. You have two options:
Contact-level data
Company-level data
When processing records, the following logic applies:
Contacts
Contacts are searched and matched by email address.
If the email already exists, the existing contact record is updated.
If the email does not exist, a new contact record is created.
If a contact is already marked as a non-marketing contact in your CRM, this field will not be updated.
The system will only assign the marketing contact status to contacts that it creates.
Companies
Companies are searched and matched by domain.
If the domain already exists, the existing company record is updated.
If the domain does not exist, a new company record is created.
To adjust these settings, locate the Edit Integration icon next to the Connected status.
💡 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:
Storylane Demo Sessions
Total number of demo sessions
Integer
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 Session Link
Link to audience session
String
Storylane Buying Intent
Intent level based on demo engagement (e.g. Low / Medium / High)
String
Storylane Lead Source
How the demo viewer was sourced (e.g. Nurtured, Inbound, Sales)
String
Storylane Hub Name
Name of the Hub that was viewed
String
Storylane Hub Link
Link to the Hub
String
Storylane Hub Viewed At
Timestamp of the most recent Hub view
DateTime
Storylane Hub Viewed Content (%)
Percentage of Hub content viewed
Number
Storylane Hub Time (secs)
Total time spent in the Hub (seconds)
Number
Custom Events
Each demo session creates a custom timeline activity in HubSpot, and a summary of aggregate metrics from the users' session. Here's a reference below for a demo & buyer hub session:
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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