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Integrate Moodle with HubSpot and have all your LMS courses and usage data stored in HubSpot, with custom objects. And leverage this data to drive intelligent marketing campaigns and greater revenue.
The Challenge
The client used Moodle as their LMS of choice, but the customer data on Moodle is completely underutilized. They started using HubSpot to store their data, but without any integration between the two platforms, this was a manual process.
This of course meant a team had to be present to keep track of any new deals, and get involved in the whole process of account creation in HubSpot, and manual data transfer. All of which could be easily automated if there was an integration in place.
The client came across a Zapier integration for Moodle + HubSpot, which was very simple to implement. However, it allowed only one Moodle action, i.e., to find a course. No user creation or enrollment was possible. So the client decided against using it.
Moreover, there was no way to add the course-related information in HubSpot, since no such property existed to hold that data.
The Solution - HubSpot Moodle Integration
Given the challenge, What the client needed was custom object creation on HubSpot, along with a Moodle HubSpot integration. And here’s how we built it for them.
Our solution for the client had two parts to it:
- Real-Time Data Exchange between HubSpot and Moodle
For any new deal created on HubSpot, the client wanted the relevant information to be updated in real-time on the Moodle LMS. To enable this, we created a Webhook URL using the Moodle API to connect the two platforms HubSpot and Moodle.
As a result, whenever a new deal was created on HubSpot, the associated contacts from that deal and course were shared in real-time to the middleware (our integration). And thus automatically updated on the Moodle platform.
Having the integration also ensured that the client could track the progress of any account on Moodle via HubSpot. This resulted in interesting insights around the usage and interest, enabling the client to market or upsell better to their existing accounts.
- Custom Object Creation on HubSpot
While the buyer had their account on Moodle now and could use it to learn a course, this information was nowhere stored on HubSpot. There was no in-built property to store this data, thus leaving a huge untapped opportunity for the client to track the user’s progress, and have insights on their usage or challenges faced.
To solve this problem, we defined a new custom object ‘Course’ on the HubSpot portal.
We created its properties and customized the associations between the custom object and other standard objects on HubSpot.
Post defining the custom object, it was possible to import all courses related data to the client’s HubSpot account. This then enabled the managing and usage of this data to:
Currently, the only way to define a custom object in HubSpot is via API.
Requirements for the HubSpot Moodle integration
You need to be a Moodle customer.
You need to have a HubSpot account for your business, any plan.
You need to have an Enterprise subscription to use the CRM Custom Objects API.
Results
- Unified Customer Data: The client is able to now manage Moodle courses directly from the HubSpot CRM and collect information on course completion
- Automated Marketing Campaigns: The client's marketing team can leverage insights around course completion and other actions in Moodle, and use that to launch personalized email campaigns for their contacts lists
- Reduction in Manual Effort: With the integration solution, data is automatically transferred between HubSpot and Moodle eliminating the need for manual efforts, and reducing any errors
Want to know more about how HubSpot Moodle integration works, or talk about custom integration solutions for your business?
Book a call with our solutions expert, and let's discuss your requirements.
