Connect HubSpot to LearnUpon: build smooth workflows, and track learners' course progress with HubSpot reporting tools.
This integration is available to all customers who use Hubspot as a customer relationship management (CRM) system.
Note: Currently, this integration is available to customers using the EU instance only. It's not yet available for customers on the US instance, aka companies using the domain learnuponus.com.
Overview and featured uses
HubSpot’s CRM platform provides tools and integrations for marketing, sales, content management, and customer service.
See Hubspot.com to learn more about their CRM platform. LearnUpon is not responsible for content off this website.
The integration with LearnUpon lets you:
- invite HubSpot contacts to LearnUpon portals as part of Hubspot workflows, without leaving the HubSpot interface
- track individual learners' course progress from within HubSpot
- assemble reports on learners' course progress using HubSpot reporting tools and LearnUpon data
- delete a learner’s relatable data between HubSpot and LearnUpon, to comply with GDPR requirements
Account provisioning from HubSpot
From HubSpot, you can invite a contact to a LearnUpon portal, using the contact’s first name, last name and email address.
The HubSpot integration in LearnUpon comes with a default User Invite Action, which you can add to your custom workflows.
As part of a workflow, you can send an invite to LearnUpon, based on the the conditions (triggers) you choose in HubSpot.
HubSpot sends a request to your LearnUpon portal, to create an invite to the connected portal.
Tip: The recipient must respond to the invite and create an account in the portal, before LearnUpon can provide any data about them in HubSpot.
Tracking learners' course progress from HubSpot
After a HubSpot contact - now a new LearnUpon learner - enrolls in courses, LearnUpon sends course data to HubSpot, so customers can view their contacts' course progress.
The Hubspot integration comes with a default enrollments custom object, and default CRM card.
Learners' progress, with information from LearnUpon, appears in a CRM card within HubSpot. This card includes the following fields:
- Course Source ID
- Course ID
- Enrollment ID
- Enrollment Status
- Course Name
- Date Enrolled
- Date Started
- Date Completed
- Completion Due Date
- Access Expiry Date
- Purchase Completion Date
- Certificate Name
- Certificate Expiry Date
- Was Recertified
See HubSpot's API documentation about CRM cards in HubSpot workflows. LearnUpon is not responsible for content off this website.
Note: Currently, the integration supplies data only on learners that you create through the User Invite Action. The integration does not update the enrollments of any existing learners in HubSpot.
Reports on learners' course progress with LearnUpon data
With the course progress information from LearnUpon provided in Hubspot through the CRM card, you can set up reports in HubSpot using custom object records. Some examples include:
- display all HubSpot contacts and the number of courses in Completed, In Progress and Not Started statuses
- display all HubSpot contacts, with the number of courses with Completed statuses, sorted by date
- display all HubSpot contacts who have a required course in Completed status
Delete a user’s HubSpot data to meet GDPR requirements
When a learner whose account was provisioned through the HubSpot integration asks HubSpot to delete their personal data, LearnUpon deletes all data from external systems in LearnUpon - in this case the HubSpot Learner ID.
This deletion breaks the link between HubSpot and LearnUpon, and HubSpot can’t collect any additional data about the learner from LearnUpon.
The learner account remains in LearnUpon, but it has no link to HubSpot as the learner’s data processor.
Note: To remove a learner’s personal data from LearnUpon, the learner must request a permanent deletion from LearnUpon. This process is separate from their delection request to HubSpot.
To set up this integration LearnUpon customers need a HubSpot account that includes access to custom objects.
See HubSpot’s pricing website. LearnUpon is not responsible for content outside this website.
Setting up the integration includes accepting HubSpot’s terms and conditions.
The integration setup is available to admins with portal permissions only. See Portal setup: create admin accounts.
The admin who sets up the integration in LearnUpon must have access to a HubSpot admin account.
This feature is available in sub-portals.
Data that LearnUpon uses from HubSpot
To make the integration work, LearnUpon requests access to sets of information held in HubSpot.
When your organization set up HubSpot as a CRM, the organization agreed that HubSpot had permission to store this customer and contact data. LearnUpon draws on the data stored in HubSpot, to make learning-related workflows within HubSpot smooth and easy to use.
LearnUpon does not collect any additional personal identifiable information (PII) about your contacts. LearnUpon does store information about learners' enrollments, course progress and course completions in their accounts, to provide LMS services.
The following screenshot shows the access permissions that LearnUpon requests during setup, to create the integration with HubSpot.
The text reads:
This app is requesting access to your HubSpot account. Continue connecting if you agree.
Manage and view your CRM data
View details about custom object definitions in the CRM.
Create, delete, or make changes to custom object definitions in the CRM.
View properties and other details about contacts.
Create, delete, or make changes to contacts.
View details about custom objects in the CRM.
Create, delete, or make changes to custom objects in the CRM.
View details about property settings for contacts.
Create, delete, or make changes to property settings for contacts.
This includes workflows
Basic OAuth functionality
The basic scope required for OAuth.
- All integrations available for LearnUpon
- HubSpot: set up and manage HubSpot in LearnUpon
- User privacy: request permanent account deletion