How to integrate HubSpot with TalentLMS

You can now integrate HubSpot with the new TalentLMS interface to automatically create user accounts in TalentLMS. This integration is available for Pro plans and above.

Follow the steps below to integrate your HubSpot account with TalentLMS.

1. In TalentLMS, log in as Administrator and go to Account & Settings > Integrations.

2. Scroll down to the Apps section and click on the HubSpot tile (1).

3. If your API key isn’t set up in TalentLMS, a message will pop up to guide you, plus an easy option to Enable API integration. (2).

4. After Εnabling the integration, a window will appear inside the drawer with a button to Connect (3) to HubSpot.

5. Click this, and a new tab will open in your browser to take you to HubSpot.

6. Log in with your HubSpot account.

7. Select your TalentLMS account and click Choose account (4)

8. Agree to the terms and conditions and connect the app.

9. Back in TalentLMS, you will see the successful connection of your HubSpot account, and the options to Sync users from HubSpot (5) and Sync users from TalentLMS (6) are available. Enable your preferred option and click Save (8).

A third option, Sync course completions from TalentLMS to HubSpot (7), is also available. When enabled, course enrollments, completions, and removals are synced from TalentLMS to HubSpot for your Contacts. Contacts are matched using their email address in TalentLMS.

These events appear as notes in HubSpot under the Contact profile. A separate note is created for each event (enrollment, completion, or removal), with the event’s date and time set as the note date. Each note includes the event type, the course name, the course ID, and the course code (if available).

Course enrollments, removals, and completions are synced to HubSpot once every 24 hours.

With course events being synced, you will then be able to create segments for users who enrolled / unenrolled / completed a course (or list of courses) by filtering on Note content (1) and specific Activity Date (2) windows.

It is also possible to exclude segments (3) as desired, e.g., if you would like to email all users who enrolled in a course but haven’t yet completed it and didn’t unenroll from it in the meantime.

Here you can see the referred to segment for excluding contacts who have an unenrollment event, utilizing the unenrolled from (4) wording, in the last week for the course of the same name in the note.

And that’s it! Your connection with HubSpot is now live, and any Contacts in your HubSpot will be synced to TalentLMS. Also, any updates to their information, such as first or last name or email, will be reflected in the user’s TalentLMS account.