HubSpot integration
Yes, one way. When an administrator presses Sync now, Personal Academy pushes every course completion and certificate issued since the last sync to HubSpot: it finds or creates the contact by email and adds a note describing the completion or certificate. It suits customer education teams who want training visible in the CRM. It does not trigger HubSpot workflows itself and has not yet been tested against a live HubSpot portal.
See pricing (from $1 per active user)
Included from the Advanced plan, $2 per active user per month.
At a glance
The sync keeps a watermark per provider, so each run sends only what is new. Certificate notes carry the certificate verification code.
| Status | Built, not yet verified |
|---|---|
| Included from | Advanced plan (integrations module) |
| Authentication | Private App token with contact read and write scopes |
| Data that flows | Out: contact upsert by email and a note per completion or certificate. In: nothing |
| Not yet | Scheduled sync, contact properties, a test against a live HubSpot portal |
How to set it up
- Create a Private App in HubSpot with contact read and write scopes and copy its token.
- Open Integrations in the Personal Academy admin area, choose HubSpot, and paste the token.
- Test the connection, then press Sync now and review the result.
Highlights
- Sync now: completions and certificates since the last run
- Contact found or created by email
- One note per event on the contact
Technical overview
Authentication:HubSpot Private App token
Setup Time:~15 minutes
Prerequisites:
- •A HubSpot Private App token with contact read and write scopes.
- •The Advanced plan.