HubSpot Integration

Follow these step-by-step instructions for integrating HubSpot with Masteriyo LMS in WordPress. Integration allows you to synchronize student data, course enrollments, and learning activities with your HubSpot CRM, enabling advanced marketing, sales, and customer service capabilities.

Prerequisites:

  1. Masteriyo LMS Pro plan or aboveexternal installed and activated.
  2. Active installation of the HubSpot addonexternal.
  3. An active HubSpot account.

Setup and Configuration

After you install and activate the Masteriyo LMS plugin, enable the HubSpot Integration addon.

Enable HubSpot Addon in Masteriyo LMS

Now, follow the steps below to configure further:

Step 1: Create a Private App in HubSpot and Generate a Token

Create an account with HubSpot if you haven’t done so, and log in to your account. To do so, navigate to Settings > Integration > Private Apps.

Create a private app in HubSpot

Next, click on Create a private app. A new screen pops up asking you for the details of the app.

Navigate to Scopes tab in HubSpot

Click on the Scopes tab. Now, search for the following scopes and select them:

  • crm.objects.contacts.read
  • crm.objects.contacts.write
  • crm.lists.write
  • crm.lists.read

Add Scopes for HubSpot and Masteriyo Integration

Click on the Update button once you have completed the selection. Next, click the Create app, and you’ll see a message about your access token. Hit the Continue creating button.

Create an App in HubSpot

It will now generate a Token.

Click on Show Token for HubSpot

Click on Show token, then copy and keep it safe to use later.

Step 2: Generate a Static List

Masteriyo LMS integrations with HubSpot require you to specify which list to sync data to during the initial setup process. The list acts as the container for all the student information flowing from Masteriyo into HubSpot.

So, you now need to generate a list in HubSpot. Navigate to CRM > Lists and click on Create List.

Create a list in HubSpot

Now select the type of list you want to create and hit the Next button. Now, you can edit the list's name and click on the Review and save button.

Edit HubSpot List Name

Now, the most crucial part is ensuring your list is Static to create a stable destination for syncing student data from Masteriyo. This prevents students from being automatically removed due to changing contact properties and gives you precise control over your educational marketing campaigns.

Create a Static List in HubSpot

Click on Save and process list button.

Step 3: Configure HubSpot API Connection in WordPress

In your WordPress dashboard, go to Masteriyo > Settings > Integrations. Find the HubSpot Integration and click on it.

Paste Access Token for HubSpot

Paste the copied token under Hubspot Access Token and then click Connect.

You’ll now see the HubSpot Integration settings. From here, you can:

  • Enable Forced Subscription to automatically subscribe users to your email list. If you enable this option, users who register on your site don’t see the consent message for receiving emails; they will be forced to receive email.

Example of asking consent

  • Add a custom consent message that will be displayed to users asking for their email subscription consent.
  • Choose a list you created in your Hubspot account so that the contact will be saved in the same list.

Example of selecting a list for HubSpot integration with Masteriyo

You can reverify to connect and click on Save Setting to save the changes made.

Step 4: Test the Integration

To test the integration, you can open your LMS site in private or incognito mode. Now, buy any course to see if the data gets integrated into the HubSpot list. After successful integration, Masteriyo data will be available in HubSpot:

Testing HubSpot Integration

Automation Possibilities

With integrated data, you can set up HubSpot automation to:

  1. Send welcome emails to new Masteriyo students.
  2. Create follow-up tasks for students who haven’t completed courses.
  3. Trigger congratulatory emails for course completions.
  4. Segment contacts based on course enrollments or completions.
  5. Create targeted marketing campaigns based on learning interests.


Was this article helpful to you?
Give us Rating

Last edited on June 02, 2025.
Edit this page