Connect HubSpot to LearnUpon
Create or invite learners to a single portal or multiple portals in a single realm, using HubSpot deals objects, and track their progress in courses. Deals objects are available to all HubSpot customers.
Availability: LearnUpon customers using HubSpot non-Enterprise plans
As of July 2024, deals objects are available on HubSpot non-Enterprise price plans. Consult HubSpot’s pricing website for details. LearnUpon is not responsible for content outside this website.
For background, see: HubSpot integration: overview and features
Working with deals objects to record learning in HubSpot
From HubSpot’s Knowledge Base, see Create Deals.
Currently HubSpot offers a deals object as a flexible database object. It contains many fields you can customize to record enrollments for your HubSpot Contacts.
See the full list of LearnUpon information fields available for deals: HubSpot integration: overview and features
Consult your HubSpot system admin about how to set up deals to record LearnUpon enrollments, and how to distinguish deal types.
HubSpot deal tips
By default, the deals object displays only the course title. You can add full course information on the About this deal view by customizing the deal properties.
When you use a deals object to record LearnUpon enrollments, your learners' enrollments appear as individual deals linked to your Contact’s record in HubSpot. You need to separate enrollments recorded as deals from any other type of deals in your pipeline.
Prerequisites
- a HubSpot account
- deals objects set up to manage enrollment data from LearnUpon
Setting up the integration includes accepting HubSpot’s terms and conditions.
Access permissions
- Admins with portal permissions: can set up this integration on a portal or sub-portal, and in multiple portals within one realm. You must set up the HubSpot integration in each portal separately
The admin who sets up the integration in LearnUpon needs access to a HubSpot admin account.
Add HubSpot to a portal to use deals objects
Your Customer Success Manager or the support team turn on the integration for your portal. You as admin set it up for your organization.
Add the integration for every portal you need to connect to HubSpot.
- From main navigation go to Settings > Integrations > CRM Integrations.
- Select HubSpot.
- Select + Connect.
- In HubSpot’s Privacy Policy dialog, select Agree and connect.
- From Connect HubSpot dialog select Non enterprise.
- LearnUpon opens HubSpot to confirm the connection:
- Log in to HubSpot with your HubSpot account and password
- If required, select your HubSpot account > Choose Account
- HubSpot opens a connection page listing the permissions required to set up the integration. Select Connect app
- In LearnUpon, from HubSpot > Additional Settings select:
- Pipeline name
- Pipeline stage name
- Save changes
In LearnUpon, on CRM Integrations, the HubSpot integration appears as Active.
Remove HubSpot from a portal
- From main navigation go to Settings > Integrations > CRM Integrations.
- Select HubSpot.
- From HubSpot, select Disconnect.
- In the dialog that opens, select Disconnect to confirm.
To uninstall the LearnUpon app from your HubSpot account, follow the steps outlined in this HubSpot Knowledge Base article.
Note: Uninstalling the LearnUpon app does not delete the enrollment data already synced to your account. It does disable the two-way data sync between the portal and your HubSpot account.
HubSpot reference documentation
See HubSpot's own Knowledge Base about its features.
LearnUpon is not responsible for content outside this website.