Connect HubSpot to LearnUpon with custom objects
Create or invite learners to a single portal or multiple portals in a single realm, using custom objects and data stored in HubSpot.
Availability: all customers using HubSpot Enterprise plan
As of July 2024, custom objects are available on HubSpot 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
Prerequisites
- a HubSpot account with access to custom objects
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 custom objects and workflows
Currently HubSpot’s enterprise plan includes access to custom objects and workflows.
Your Customer Success Manager or the support team turn on the integration for each 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 Enterprise.
- 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 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.
Workflow action: incorporate LearnUpon actions 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, you can use one of the LearnUpon actions in your workflows to:
- create learners in your portal from HubSpot contact data
- invite learners to a portal
- add a learner to a group. Requires groups set up and ready in the corresponding portal
- enroll a learner to a course. Requires courses set up and ready for enrollments
Note: When you add a learner to a group through a HubSpot workflow, LearnUpon enrolls them automatically in any courses or learning paths assigned to that group.
For multi-portal instances: each action includes a step to select a portal where you need the action. See the following screenshot for an example, with the portal selection highlighted.
The following screenshot shows the LearnUpon actions 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, to invite a learner to a portal.
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.
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.
LearnUpon is not responsible for content outside this website.