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How to Connect LearnDash With HubSpot (Step-by-Step Integration Guide)

LearnDash helps you create course content and apply access restriction, but it doesn’t include a ton of marketing or segmentation features. With WP Fusion, you can connect LearnDash to HubSpot to create targeted segments and better optimize your marketing efforts.
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Are you looking for ways to connect LearnDash with HubSpot?

While LearnDash is a great WordPress LMS (Learning Management System) plugin, it’s mainly focused on course creation, delivery, and management. 

To be able to carry out activities like nurturing leads, sending personalized email sequences, and targeted course recommendations to students you need the help of a CRM like HubSpot.

HubSpot will help streamline your sales and maximize your marketing efforts. 

LearnDash lacks native integration with HubSpot so you need to rely on a third-party plugin to establish a connection between the two platforms.

This is where WP Fusion comes in!

We partnered with LearnDash and launched the LearnDash–HubSpot integration some time ago. We are now creating a comprehensive step-by-step tutorial to help you leverage the full potential of this integration.

In the tutorial below, you will learn how to use the WP Fusion plugin to connect LearnDash with HubSpot

Let’s get started.

#Benefits of Integrating LearnDash With HubSpot (Quick Look)

Connecting a popular learning management system like LearnDash with a customer relationship management platform like HubSpot provides unique benefits such as: 

  • Unified Customer Profile: Combined LearnDash learning activity data with HubSpot customer interaction data creates a single, unified profile for each customer which provides an insight into their learning behavior and engagement patterns
  • Behavioral Segmentation: Segment customers based on learning behavior, engagement patterns, and interaction data to create targeted groups for marketing and sales efforts
  • Personalized Marketing: LearnDash data allows you to create targeted and personalized marketing campaigns in HubSpot, increasing the effectiveness of marketing efforts
  • Automated Workflows: With HubSpot, you can create automated workflows that can be triggered based on specific learning activities achieved in LearnDash
  • Lead Scoring: Use HubSpot’s lead scoring capabilities to identify and double down on leads who are more engaged with your content as they are likely to convert easily 
  • Re-engagement Campaigns: Identify customers who are not engaging with your content and use HubSpot’s marketing automation to re-engage these customers with personalized content and offers
  • Content Optimization: Use combined data from LearnDash and HubSpot to optimize your content and improve its relevance and effectiveness to increase customer engagement and retention
  • Upselling & Cross-Selling: Identify high-value customers based on their learning activity and engagement patterns, and use HubSpot’s automation to offer personalized upsell and cross-sell opportunities

These are just some of the key benefits of LearnDash–HubSpot integration. 

The integration will allow you to make informed decisions about your content and marketing strategies. It will drive your business towards growth and success in the long run.

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#How to Connect LearnDash With HubSpot?

To connect LearnDash With HubSpot you need to take the following steps:

#1. Install & Activate WP Fusion Plugin

As the name suggests, WP Fusion allows connection between different platforms. It supports over 60 CRMs, 150 plugin integrations, bidirectional syncing between platforms, user behavior tracking, lead source tracking, webhooks to trigger automated events, priority support, and a lot more. 

There are two WP Fusion plugins. The free plugin is called WP Fusion Lite and the paid one is WP Fusion. It can be purchased for an annual fee of $297 for a single website license. 

Higher plans offer more access to WP Fusion features. Learn more from the pricing page.

In this tutorial, we are using the paid WP Fusion plugin because the free Lite plugin has limitations. For example, it cannot track user behavior, perform bidirectional syncing, sync custom fields from HubSpot, or use webhooks, among other things. So we recommend purchasing the plugin before proceeding with the tutorial below. 

Also, you need to have LearnDash installed, and up and running on your WordPress website before starting the integration.

After purchasing the WP Fusion plugin, download the plugin from your WP Fusion account or the welcome email to your local computer.

Then install and activate the plugin on your WordPress website by going to Plugins → Add New Plugin → Upload Plugin.

Next, from your WordPress menu, go to the WP Fusion Settings page, and under Select CRM, choose HubSpot.

wp fusion hubspot integration

Then hit the Authorize with HubSpot button and you will be directed to your HubSpot account where you need to select your domain. As soon as you do that, a connection between your website and HubSpot will be established. 

Return to the WP Fusion Settings page. You should see an Access and Refresh Token automatically generated in the HubSpot Configuration section.

Now all that’s left to do is proceed to the WP Fusion License section and add your unique WP Fusion license key from your WP Fusion account or the welcome email.

Then hit the Save button and the integration between HubSpot and LearnDash will automatically start. 

Need more help connecting HubSpot with WordPress? Follow the guides below:

#2. Use Hubspot Lists For User Tracking, Access Restriction & Triggering Automation

HubSpot uses lists to segment contacts in the CRM. Like “tags”, lists are labels applied to users (i.e. prospects or existing customers) who interact with your website. 

Using lists, users can be divided into different segments, and their behavior studied to gain a deeper understanding of their pain points and needs. This can help target your marketing efforts and improve conversion rates.

You can create lists using the WP Fusion plugin or within your CRM system (HubSpot) and sync them into WordPress via WP Fusion. 

#How to Create Lists

In most CRMs that work with WP Fusion, segmentation is handled using “tags”. In HubSpot, tags are called “lists”, which can be created by going to Contacts → Lists → Create List.

There are two types of lists in HubSpot: active lists and static lists

Active lists are dynamic and they automatically update in real-time based on the criteria you set. HubSpot continuously evaluates your contacts and adds or removes them from the list as they meet or no longer meet the specified conditions. 

A static list, on the other hand, is a fixed list of contacts that does not change unless you manually add or remove contacts from it.

hubspot create lists or tags

To create new lists using WP Fusion open your WordPress dashboard and go to Settings → WP Fusion → General Settings → Assign Lists, write the name of the tag, and hit enter. 

We have an epic guide on understanding tags for newbies. Please read that before proceeding with this tutorial. 

#How to Use Lists

Here are some examples of how tags can be used on a website with LearnDash and HubSpot integration:

  • Auto-enrollment: Apply a tag to a user when they enroll in a course, and use that tag to trigger other actions in HubSpot, such as sending a welcome email or assigning a new role.
  • Course completion: Apply a tag to a user when they complete a course and use that tag to trigger other actions in HubSpot, such as sending a certificate or awarding points
  • Course navigation: Use tags to control course navigation, such as locking or unlocking lessons based on user progress or tags
  • Marketing automation: Use tags to trigger marketing automation workflows, such as sending targeted emails or assigning new roles, based on user interactions with your LearnDash courses
  • Segment users: Use tags to segment your users based on their course completions, lesson progress, or other interactions with your LearnDash courses
  • Generate reports: Use tags to generate reports on user engagement, course completion rates, other key metrics, and much more

WP Fusion offers many features that allow you to effectively manage these tags. Some of those important features are:

#Meta Box

WP Fusion adds a meta box to every post, page, course, lesson, and other piece of content on your site. 

When a user interacts with the content, the meta box allows you to apply specific lists to their user profile in HubSpot. This enables tracking of user engagement and triggers workflows based on user interactions.

For instance, let’s say you are offering a free course for a limited period. You can create a list called “Free Course Signup” and use the meta box to ensure that only users who are tagged as “Free Course Signup” are granted access to the restricted content, while others are redirected to a sign-up page or a sales page to encourage them to enroll in the full course.

You can apply meta box rules universally or use meta boxes available on each course or lesson to override the universal rules and customize access settings for specific courses.

#Course Settings

WP Fusion also adds some list options specific to LearnDash courses. You can find these on the WP Fusion settings panel when editing a course.

You can apply lists when users enroll in courses, remove lists when users are unenrolled (optional), and link lists with courses for automatic enrollment/unenrollment.

#Quiz Settings

For quizzes, WP Fusion offers a setting page where you can carry out tagging activities such as applying lists when a quiz is passed or failed and applying lists when a student submits an essay which can trigger emails in HubSpot.

We recommend diving into this excellent guide on how to use WP Fusion settings for LearnDash to learn more about how to fully leverage the integration between LearnDash and HubSpot for maximizing course enrollment and improving conversion rates.

#3. Connect HubSpot Workflows With LearnDash

You can connect HubSpot workflows with LearnDash on your WordPress website using HubSpot webhooks

“Webhooks” are small pieces of data sent from a CRM to a website. In the context of HubSpot webhooks, the data is sent from HubSpot to LearnDash in real time

When a specific event occurs in HubSpot (e.g., a contact is created or updated), a webhook can be triggered to notify LearnDash about the change, allowing it to update course enrollments, track user progress, or apply relevant lists based on the new information. 

In this example, we’ve set the action to Add user and disabled the welcome email that is sent to new users.

This integration not only ensures that user data remains synchronized between HubSpot and LearnDash but also facilitates automated actions in HubSpot such as sending personalized emails or adjusting access to courses based on user activity.

We have a separate guide on how to use HubSpot webhooks to send data back to a WordPress website with the help of WP Fusion. Follow that and you should be able to connect HubSpot workflows with LearnDash. 

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#4. Configure WP Fusion Event Tracking

You can track the user progress of LearnDash courses using WP Fusion’s event tracking feature. 

This feature allows you to monitor specific actions within LearnDash, such as when a user starts a course or completes a lesson or quiz. These actions are sent as events to HubSpot

This event data is recorded on the contact’s timeline in HubSpot which displays a detailed view of the user activities and progress of your courses. 

And it also triggers automated workflows in HubSpot. For example, you can create a workflow that sends a congratulatory email when a user completes a course. 

Events can be configured individually for each course through the WP Fusion meta box in the course’s Settings panel.

wp fusion event tracking learndash

You can also configure events globally by going to Settings → Event Tracking

wp fusion learndash event tracking settings

WP Fusion’s event tracking supports various triggers and each trigger can capture specific data such as course ID, title, last completed step, and the student’s percentage progress.

To learn about available triggers, take a look at this guide: LearnDash Event Tracking. We also recommend reading this guide about WP Fusion Event Tracking

And that’s it, folks! For further assistance, we recommended checking out WP Fusion help documentation or reaching out to the support team. 

#Conclusion

Connecting LearnDash with HubSpot is a great way to automate and streamline your sales and marketing processes and drive growth and revenue to online businesses.

Since LearnDash lacks native integration with HubSpot, you need to rely on a third-party plugin like WP Fusion to establish a connection between the two platforms.

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WP Fusion is an extremely powerful connector. It supports over 60 CRMs, integrates with 150 plugins, syncs data between two platforms bidirectionally, tracks user behavior, tracks lead sources, triggers automated events using webhooks, and a lot more. 

If you followed the above tutorial to the T, you should have a grasp of how to use WP Fusion to connect LearnDash with HubSpot by now. 

Any questions? Let us know in the comment section below. 

 

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