Husbpot Integration

Summary

To set up the Hubspot Integration with Progetta LEARN, there are three items that are needed. These should be documented by the Customer, and as needed, sent to Progetta LEARN for configuration.

When a new user is created in Progeta LEARN, a new user will be created in Hubspot. If the user already exists in Hubspot, then the contact record will be updated.

Contact Record Updates

The following information gets updated on the Contact Record in Hubspot when a user creates an account on Progetta LEARN

First Name
Last Name
Email Address
Phone Number
Website link back to the dashboard for the student in Progetta LEARN

Deal Stage Updates

Deals are created and updated when using Automations. You will need the Deal Stage ID's to create and update deal stages using the Hubspot integration in Progetta LEARN.

Best Practice

Create a Deal Pipeline in Hubspot and create Deal Stages in Hubspot that mirror the Admissions Steps in Progetta LEARN.
Create an Automation for each Admissions Step that you want to update the Deal Stage in Hubspot. Then when the applicant reaches a specific Admissions Step in Progetta LEARN, the Hubspot Integration will then update the Deal Stage in Hubspot.

Hubspot Integration Setup

1: Create a User Account in Hubspot
2: Obtain the API Key, Portal ID, and Deal Stage ID's. See the videos below.
3: Send this information to Progetta LEARN for set up in the system

API Key

The API key in Hubspot is the method in which external applications (like Progetta LEARN) can connect with Hubspot to utilize the API and integrate systems with Hubspot. The Hubspot Administrator responsible for the account must provide Progetta LEARN with the API key so that we can configure the system to communicate with Hubspot. This is a one-off task when setting up the Hubspot integration.

Portal ID

In a Hubspot account, you can have more than one portal for contacts and deals within an organization. As such, you will need to provide the Portal ID # for your Hubspot Portal that you want to connect to. Many organizations may have only one portal, but for some Customers, there may be more than Portal.

Deal Stage ID's

The deal stage ID numbers are used in Automations in Progetta to set the deal stage in your pipeline. For each deal stage in a Hubspot pipeline that you want to use, you will need to document the Deal Stage Pipeline.