| Note: The TalentLMS - Zapier integrations are available on all paid plans. They are not available on the Free plan or during the Free trial. Read this article to learn more about how our subscription plans work. |
Zapier is an online tool that automates tasks between hundreds of applications (i.e., Gmail, Slack, HubSpot, etc.) by connecting them through their APIs without any coding or developer intervention.
TalentLMS uses Zapier to let you integrate your system with a broad range of popular third-party services.
If, for example, you want to import users from your Zendesk or Highrise account into your TalentLMS portal, you can do it with a Zapier-enabled integration, fast and without writing a single line of code.
Before moving on to our step-by-step guide, you need to sign up for a free Zapier account. Currently, the TalentLMS-Zapier integration includes the following triggers and actions:
Triggers:
- New User: Triggers each time a new user is created within your TalentLMS domain.
- New Course: Triggers each time a new course is created within your TalentLMS domain.
- New Branch: Triggers each time a new branch is created within your TalentLMS domain.
- New Group: Triggers each time a new group is created within your TalentLMS domain.
- New Category: Triggers each time a new category is created within your TalentLMS domain.
- New Event: Triggers each time a new event is produced within your TalentLMS domain.
- Custom Fields: Triggers each time a new custom field is created within your TalentLMS domain.
Actions:
- New User (user_signup): Creates a new TalentLMS user.
- New Course: Creates a new TalentLMS course.
- Add User to Course: Adds a TalentLMS user to a TalentLMS course.
- Add User to Branch: Adds a TalentLMS user to a TalentLMS branch.
- Add User to Group: Adds a TalentLMS user to a TalentLMS group.
- Remove User from Group: Removes a TalentLMS user from a TalentLMS group.
- Find User: Searches for a TalentLMS user.
Example: Integrate TalentLMS with HubSpot
In the example that follows, you’ll learn how to register new TalentLMS users as HubSpot contacts automatically.
1. Sign in to your Zapier account. On your dashboard, click Create a new Zap (1).
2. Choose your triggering service (2) (i.e., TalentLMS) and a trigger (3) (e.g., New User).
3. Choose to Connect (4) your TalentLMS account with Zapier.
On the dialog box that pops up, type your TalentLMS Account name (1) (e.g., mycompany.talentlms.com) and your API key (2). Click Yes, continue to TalentLMS (3).
| Note: To generate and copy your API key, sign in to your TalentLMS account as Administrator, go to Account & Settings, select the Integrations tab, click the API tile and check Enable API (see this article). Make sure to click Save after enabling. |
4. Click Test trigger (1) to check your TalentLMS-Zapier connection. If you get a Success message, your step will be completed.
5. Pick a sample to set up your Zap and click Continue with selected record (2).
6. Choose an action app (1) (e.g., HubSpot). Choose an action (2) (e.g., Create Contact) and click Sign in (3).
7. Follow the steps to login to HubSpot and connect your account, and click continue.
8. Map your data to the fields you prefer, then click Continue (4).
9. Click Test step (5) to verify that it is working.
10. Finally, click Publish (6).
When it’s ON, your Zap checks your TalentLMS portal for new users every 5 minutes. If any, your Zap adds them to HubSpot as contacts.
| Note: To do the reverse (i.e., pull users from HubSpot to your TalentLMS portal), make a new Zap with HubSpot as the triggering service (i.e., trigger: New Contact) and TalentLMS as the action service (i.e., action: New User). |