HubSpot: set up and manage HubSpot in LearnUpon – Knowledge Base

Summary

Connect HubSpot to your LearnUpon portal. Use HubSpot tools to invite contacts to your portal, and track their progress in courses.

This integration is available to all customers who use HubSpot as a customer relationship management (CRM) system.

See HubSpot integration overview and features for background about how the integration works with LearnUpon.

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.

Prerequisites

To set up this integration LearnUpon customers need a HubSpot account that includes access to custom objects. Setting up the integration includes accepting HubSpot’s terms and conditions. See HubSpot’s pricing website.

LearnUpon is not responsible for content outside this website.

See HubSpot integration: overview and features for details about what data LearnUpon uses from HubSpot, to provide LMS services.

Access permissions

Only admins with portal permissions can set up this integration. See Portal setup: create admin accounts.

The admin who sets up the integration in LearnUpon needs access to a HubSpot admin account.

This feature is available in sub-portals.

Add HubSpot to your portal: first-time setup

Your Customer Success Manager or the support team turn on the integration for your portal. You as admin set it up for your organization.

From main navigation go to Settings > Integrations > CRM Integrations.
Select HubSpot.
Select + Connect.
In HubSpot’s Privacy Policy dialog, select Agree and connect.
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 that the LearnUpon app requires to set up the integration. Select Connect app.

In LearnUpon, on CRM Integrations, the HubSpot integration appears as Active.

Remove HubSpot from your 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.

Workflow action: incorporate the LearnUpon Invite User into a workflow

See HubSpot: create workflows documentation for complete instructions.

To create a workflow, your HubSpot account needs access to read and edit workflows.

In HubSpot, when you create a workflow, select the LearnUpon Invite User action to invite a contact to your portal.

For this action, the user automatically receives an email, inviting them to join your LearnUpon portal. It will go to their primary email address, as listed in HubSpot, and include their first and last name.

This action doesn’t need any configuration.

The following screenshot shows the LearnUpon Invite User action in the HubSpot action menu.

You must complete the workflow, then Review and Publish to apply the workflow to your contacts in HubSpot.

The following screenshot shows a short sample workflow based on the email domain of the HubSpot contact.

View learner progress in courses in HubSpot Contacts

When a HubSpot contact is enrolled on courses in LearnUpon, LearnUpon sends data about the course progress. The course progress appears under Course Enrollments, on the contact’s page.

The following screenshot shows a sample HubSpot contact, with the CRM card area highlighted.

Note: To create new enrollments for learners, you need to enroll learners in LearnUpon, using portal tools like groups, dynamic rules, and manual enrollments. If you create enrollments from HubSpot, they will not synchronize and appear to learners, in the LearnUpon portal.

To prevent manual enrollments from HubSpot, admins can configure the permissions for editing and deleting Custom Objects. In HubSpot, see Users & Teams > Permission Sets.

See HubSpot's own documentation: Edit user permissions.

HubSpot reference documentation

See HubSpot's own Knowledge Base about its features.