Key Features

• Automated Data Sync: Continuously synchronizes learning data between WorkRamp and HubSpot every 8 hours.

• Contact Management: Updates HubSpot contacts with learner registration information and custom fields and creates new contacts if the email address used in your Academy does not currently exist in your HubSpot CRM.

• Course Tracking: Syncs course assignments, completions, and progress using HubSpot's Course object.

• Certification & Path Management: Tracks certifications and learning paths using custom HubSpot objects.

• Event Tracking: Synchronizes instructor-led training sessions and on-demand content as Marketing Events.

• Real-time Updates: Keeps HubSpot data current with automatic synchronization.

Prerequisites

Before setting up the HubSpot integration, ensure you have:

1. WorkRamp Academy Administrator Access: You must be an academy administrator to configure integrations.

2. HubSpot Account: An active HubSpot account with appropriate permissions.

3. HubSpot User Permissions: You must be a super admin or have App Marketplace permissions in your HubSpot account.

HubSpot Objects Used

The integration utilizes the following HubSpot objects:

Standard HubSpot Objects

1. Contacts - Syncs learner information including:

   • Email (primary identifier)

   • First and last name

   • Custom registration fields from your academy

2. Courses (Object Type ID: 0-410) - Must be enabled from HubSpot's object library.

   • Tracks individual course, guide, and resource assignments.

   • Properties synced:

     • Course name and description

     • Completion percentage and status

     • Registration and completion dates

     • Time spent and scores

     • Academy information

3. Marketing Events - Used for:

   • Instructor-led training sessions

   • On-demand event content

Custom Objects

The integration creates and manages the following custom object:

WorkRamp Paths and Certifications (workramp_training_series)

• Used for both Certifications and Paths.

• Properties include:

  • Training name and type (certification or path)

  • Completion percentage

  • Registration, completion, and award dates

  • Expiration dates (for certifications)

  • Time spent

  • Badge status