Articles in this section

HubSpot: update the integration to LearnUpon

Elizabeth
  • Updated

Update the HubSpot integration to LearnUpon

Customers already using HubSpot and LearnUpon together can update their HubSpot integration at no cost.

Availability: LearnUpon customers using HubSpot

Updating the integration: overview

Customers need to:

  • disconnect their current HubSpot integration
  • uninstall the integration from HubSpot marketplace
  • reconnect the integration to accept the new permission scopes
  • inform their Customer Success Manager that the integration is connected

LearnUpon’s engineers run a script to display all current course enrollments on app objects.

All new enrollments start synchronizing to app objects.

Note: after updating, your enrollments sync to an App Object called LearnUpon Course Enrollments instead of the previous custom or deals object. 

If you don’t see this data on your contact records, add the new card to your Contact page layout and update any related reports or workflows.

See HubSpot's documentation: Customize records

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.

Note: for white-labelled portals, admins must log in via the portal's yourdomain.learnupon.com URL, to update the integration.

Remove HubSpot from a LearnUpon portal

  1. From main navigation go to Settings > Integrations > CRM Integrations.
  2. Select HubSpot.
  3. From HubSpot, select Disconnect.
  4. In the dialog that opens, select Disconnect to confirm.

In HubSpot: uninstall the LearnUpon app

To uninstall the LearnUpon app from your HubSpot account, follow the steps outlined in this HubSpot Knowledge Base article. 

LearnUpon is not responsible for content off this website.

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.

Add HubSpot to a LearnUpon portal

  1. From main navigation go to Settings > Integrations > CRM Integrations.
  2. Select HubSpot.
  3. Select + Connect.
  4. In HubSpot’s Privacy Policy dialog, select Agree and connect.
  5. 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, on CRM Integrations, the HubSpot integration appears as Active.

Ask LearnUpon to migrate your current data

Contact your Customer Success Manager, to arrange for LearnUpon to migrate your existing data and enrollments.

 

Related articles