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How to Connect LearnDash to HubSpot: Step By Step
Wondering how to connect LearnDash to HubSpot? Your search ends here!
LearnDash is a WordPress LMS plugin that allows you to create and sell courses, create quizzes, reward students (with certificates, points, badges), create groups for learners, and much more. On the other hand, HubSpot is a CRM platform that offers useful tools to manage contacts, automate marketing campaigns, engage with existing and potential customers, and more.
The tool that can connect LearnDash and HubSpot is Uncanny Automator. It is a no-code automation plugin that can connect WordPress plugins and 3rd-party web apps to automate any task. The automation process is pretty simple – just create a recipe with at least one trigger and one action and you’re good to go.
In this article, we’ll show you the step-by-step process of connecting LearnDash to HubSpot with the help of the Uncanny Automator plugin. Let’s dive in.
Connect LearnDash and HubSpot to Automate Multiple Tasks
Uncanny Automator offers triggers and actions for LearnDash and HubSpot. Using them, you can create useful workflows to automate several HubSpot tasks based on the different behaviors of your students. For example, you can use the following cases for adding (or removing) HubSpot contacts to a static list:
- A student completes a course
- Someone passes or fails a quiz
- A user is added to a group
- A student achieves a score greater than, less than, or equal to 65 on a quiz
- Someone enrolls in a course
- A student completes a topic and submits an assignment for that topic
You can also create complex workflows with the help of the Uncanny Automator plugin. For example, when a student completes a LearnDash course, you can remove the student from an existing list, add that person to a different HubSpot list, send the certificate to the student, and enroll him/her in another course.
In short, connecting HubSpot and LearnDash will open a world of workflow opportunities and will help you to focus on other important business activities.
How to Connect LearnDash to HubSpot
Now that you know the benefits of connecting LearnDash to HubSpot, let’s get started with the tutorial part. We’ll explain every step in detail with the help of an example – adding a contact to a HubSpot static list when a user passes a quiz with a certain percentage.
We’re assuming that you already have a HubSpot account. If not, you can visit the HubSpot website and open a free account using our link. The registration process is simple – just enter some basic details, verify your email address, and you can start using your HubSpot account.
Also, you need to install the Uncanny Automator plugin on your WordPress site. And you can use the free version of the plugin to follow this tutorial.
Note: The HubSpot integration in Uncanny Automator uses the credit system. That means free users can get 250 app credits to try out HubSpot and other app integrations. Once you use up the free app credits, you can upgrade to the pro version of Uncanny Automator for unlimited usage.
With that said, let’s show you the process of connecting LearnDash to HubSpot.
1. Create a New Recipe in Uncanny Automator
Let’s start by creating a new recipe for adding a contact to a HubSpot list when a user passes a quiz with a certain percentage. Here the trigger will be a user passing a quiz in LearnDash with a certain percentage (say 70%). Now, for the action part, we need to make sure the contact is present in our HubSpot account before adding them to a list. If you’re not sure whether a contact is already present or not, you can add 2 actions here:
- Create/Update a contact in HubSpot
- Add the contact to a HubSpot static list
The first action will check if a contact already exists in your HubSpot account or not. If not, Uncanny Automator will automatically create a new contact in HubSpot. Then, it’ll add that contact to the HubSpot static list. Makes sense?
To create a new recipe, you need to go to Automator -> Add new from the left sidebar of your WordPress dashboard. Next, you’ll have to select Logged-in users as the recipe type (since a user needs a WordPress account for attempting a LearnDash quiz).
After selecting the recipe type, you can add a recipe name for future reference. Let’s name our recipe – Adding a contact to a HubSpot list for passing a quiz.
2. Configure the Trigger for Our Recipe
In this step, we’ll be setting up the trigger for our recipe – a user passing a LearnDash quiz with 70% or more. Since our trigger will be using the LearnDash integration, go ahead to select LearnDash under Select an integration.
You’ll now see a list of LearnDash trigger options. Here you need to search and select the option – A user achieves a percentage greater than, less than, or equal to a value on a quiz.
Next, you’ll have to select the condition for the trigger – whether the percentage needs to be less than, greater than, equal to, not equal to, or anything else. In our case, we want the user to score 70% or above. So you should select greater or equal to from the Condition dropdown and click on Save.
Next, you should select a quiz of your choice from the Quiz dropdown and click on Save. You can also keep it as it is to trigger the condition on completion of any quiz.
The last thing you need to do is change the percentage value in our trigger to 70%. By default, the percentage will be set to 80. To change that value, click on that number, add the value in the Required percentage field, and click on Save.
Your trigger is live now. Let’s proceed to the next step.
3. Configure the Action for Our Recipe
It’s time to set up the action part for our recipe. And as mentioned earlier, we’ll be adding 2 HubSpot actions in this step:
- Create/Update a contact in HubSpot
- Add the contact to a HubSpot static list
Create/Update a Contact in HubSpot
First, you need to click on the Add action button to open the list of available integrations. Next, you need to select the HubSpot integration:
In case you’re using this integration for the first time, a popup will open up asking you to complete the following 2 steps:
- Create a free Uncanny Automator account to get 250 app credits if you’re using the free version (or activate the license for unlimited usage if you’re a premium user)
- Connect your HubSpot account to Uncanny Automator
By connecting your HubSpot account to Uncanny Automator, you’re giving permission to Uncanny Automator to create, update, or remove contacts in HubSpot, or to add (or remove) contacts to a HubSpot list on your behalf.
After completing the above 2 steps, you can close the popup window. This will refresh your recipe page. Now, you’ll see a list of HubSpot actions. Here you need to choose the “Create/Update a contact in HubSpot” option.
Next, you’ll have to configure the Email address field. This will be the email address of the user securing more than 70% in the quiz. Since this will be a dynamic value, we’ll be adding a token to this field. (Tokens are variables that can fetch a value from the WordPress database.)
So click on the Asterisk icon in the Email address field and search for the User email token. Once you find it, you should add it to that field.
You should also check the option – “If the contact already exists, update their info”:
Finally, click on the Save button to make this action live.
Add the Contact to a HubSpot Static List
Uncanny Automator makes it easy to add multiple triggers and actions to any recipe. To add the second action, you need to click on the Add another action button to get started.
Next, you need to select HubSpot from the list of available integrations. Now, you’ll have to select the option – “Add a HubSpot Contact to a static list”:
This will open up 2 new fields. Let’s configure them.
In the Email address field, you need to click on the Asterisk icon to add the User email token. Next, you should select the static list from the HubSpot List dropdown.
Lastly, click on the Save button to make this action live.
4. Publish the Recipe
The final step is to make the recipe live. All you need to do is change the toggle option, present in the Recipe box, from Draft to Live.
Your recipe is live now. Uncanny Automator will automatically add a user to a HubSpot static list whenever that person scores 70% or more in a LearnDash quiz.
As you can see, Uncanny Automator makes it easy to connect LearnDash to HubSpot in 4 easy steps. This way, you can add/remove HubSpot contacts easily to/from a static list based on different LearnDash behaviors.
Apart from LearnDash and HubSpot, Uncanny Automator supports more than 80 WordPress plugins and 3rd-party web apps. You can use any of these integrations to create complex workflows by adding multiple triggers and actions.
For example, you can add contacts to a HubSpot static list when they complete a LearnDash course and submit a course evaluation form (built using WPForms, Formidable Forms, or Gravity Forms). Also, you can add multiple actions like sending notifications to a Slack channel, sending a congratulatory email, and posting a message to a sitewide activity feed in BuddyBoss.
If you’ve any questions on how to connect LearnDash to HubSpot, please feel free to comment below!
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