Integrate with HubSpot to seamlessly sync data between Thinkific and your CRM. Consolidate your customer and learner data into your single source of truth, for deeper customer insights and higher engagement, retention, and revenue - all with less manual effort.
In This Article:
Enable and Set Up the HubSpot Integration
Step 1: Enable the Integration and Authorize Data Transfer
Step 2: Configure the Integration
Step 3: Configure HubSpot views
About This Feature
Integrate with HubSpot to seamlessly sync data between Thinkific and your CRM, consolidating all your data in one place for a deeper understanding of your audience. No more switching between systems—connect student information, such as learner progress, course enrollments, and completion data, with customer data in your CRM to gain a holistic view of every learner. Transform insights into action by automatically triggering personalized workflows, and marketing campaigns, driving higher engagement, retention, and revenue—all with less manual effort.
By integrating Thinkific with HubSpot, you can:
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Create a Single Source of Truth
The HubSpot integration helps you and your team create a unified view of your customers, break down data silos, and reduce the need to piece together multiple data sources.
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Reduce Inefficient Workflows
Spend less time on manual processes and slow workflows, such as onboarding users into the system and responding to support requests. Instead, focus on core activities like improving learner adoption or increasing customer revenue.
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Avoid Missed Revenue and Retention Opportunities
Easily identify at-risk customers or upsell opportunities, improving sales and retention, all with synced learning data.
Important Considerations
- The HubSpot Integration is available for customers on the Plus Silver plan or higher. If you're already a Plus customer, reach out to your dedicated Customer Success Manager to learn more. Curious, but not yet on Plus? Discover how Plus can supercharge your business growth.
- Looking for a functionality that is not yet available? Please contact us and let us know your feedback!
- Once enabled and set up, only future data will be synced between Thinkific and HubSpot. Historical data sync is not supported.
- A single Thinkific site can only be connected to a single HubSpot instance. While it is possible to connect multiple Thinkific sites to the same HubSpot instance, it is not recommended if the same users are likely exist on both Thinkific sites.
- All data between Thinkific and HubSpot is synced in near real-time.
- You will need to customize HubSpot views to be able to see Thinkific-specific properties.
- A user installing the HubSpot integration must be a Site Owner or Site Admin in Thinkific and be a Super Admin or have App Marketplace Access permissions in HubSpot.
How it Works
Once HubSpot integration is enabled and set up, the integration will support bi-directional data synchronization between Thinkific and HubSpot. This means the data can flow from Thinkific to HubSpot and from HubSpot to Thinkific, ensuring a consistent data view.
Data synchronization between Thinkific and HubSpot is event-driven, meaning data is transferred when specific actions or workflows are executed. For instance, if the New Thinkific Course Enrollment workflow is configured, each time a Thinkific user enrolls in a course, their information is synced to HubSpot. When an event is triggered, all data is synced in near real-time.
Thinkific and HubSpot integration allows you to pass Thinkific Custom Properties to HubSpot. These are added to a contact record as a custom property.
To view custom properties on a contact record, you need to complete Step 3 below.
The following properties can be passed from Thinkific to HubSpot:
| Thinkific Property | Description |
| Thinkific User ID | The identifier for this user in Thinkific |
| Thinkific Last Sign-in Date |
This property is triggered by the Thinkific User Sign-In event/workflow (see below). If the event not turned on, the property will remain blank. The Thinkific User Sign-In event/workflow is triggered when a user starts a new session by signing in. The property does not update if the user remains signed in. For example, if a student keeps their browser open and continues working through their course content, the Last Sign-In date won't change. |
| Thinkific Last Activity Date | This property updates any time a user performs an action that triggers a workflow, such as:
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| A Count of Thinkific Course Enrollments |
This property shows the total number of course enrollments for a user. If the event New Thinkific Course Enrollment is not turned on, the property will remain blank. Before this workflow is triggered for the first time for a user, the property value will remain blank in the user's Contact record in HubSpot. Once triggered, this property value will be updated and include all past course enrollments for that specific user. |
| A Count of Thinkific Course Completions. |
This property shows the total number of course completions for a user. If the event New Thinkific Course Completion is not turned on, the property will remain blank. Before this workflow is triggered for the first time for a user, the property value will remain blank in the user's Contact record in HubSpot. Once triggered, this property value will be updated and include all past course completions for that specific user. |
Thinkific and HubSpot integration also allows you to pass event-based timeline activities to HubSpot. These are added to a contact record as an activity in the Contact Record Activities tab.
To view Thinkific activities on a contact record, you need to complete Step 3 below.
The following events data can be synced between the platforms:
| Sync Direction | Event / Workflow | Description |
| Thinkific to HubSpot | New Thinkific User |
When a new user signs up in Thinkific, their user is created as a HubSpot contact unless they already exist as a contact in HubSpot. If they already exist as a HubSpot contact, the contact record in HubSpot will be updated if the first name or last name provided at signup in Thinkific differs from what is currently captured in HubSpot. Any custom signup fields collected from Learners when signing up with Thinkific, will also be synced with the HubSpot contact, provided the fields are mapped during the set up. |
| New Thinkific Course Enrollment |
When a new learner is enrolled in a course, their user will be created as a HubSpot contact, unless they already exist as a contact in HubSpot. An event will also be posted to the learner's Activity timeline to indicate that they are now enrolled in a course. This timeline event will include:
This event will be triggered and the timeline event will be posted in HubSpot, regardless of the enrollment method (learner enrolling in the course themselves, manual enrollment, bulk enrollment, API enrollmentAPI enrollment) Note: when a learner is enrolled in a bundle, a timeline event will be posted for every course included in that bundle. |
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| Thinkific User Sign-In |
When a learner signs into their Thinkific account, their user will be created as a HubSpot contact unless they already exist as a contact in HubSpot. This event/workflow will be triggered by any sign-in supported sign-in method (e.g. regular sign-in, social login, express sign-in, checkout sign-in, and SSO) The Thinkific User Sign-In event/workflow is triggered when a user starts a new session by signing in. The property does not update if the user remains signed in. The contact record in HubSpot will be updated to reflect the latest sign-in date. |
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| Thinkific User Profile Update |
When a user profile in Thinkific is updated (email address, first name, last name), their user will be created as a HubSpot contact unless they already exist as a contact in HubSpot. The contact record in HubSpot is updated to match the user profile details reflected in Thinkific. The contact record will be updated for all user profile update methods supported (e.g. learner updates profile themselves, site admin updates the learner profile through the Admin Dshboard). |
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| Thinkific Course Progress |
As a learner progresses through their course, their user will be created as a HubSpot contact unless they already exist as a contact in HubSpot.
The Thinkific Last Activity contact property will also be updated when a course progress update is made. Note: depending on the type of Course (SCORM or Thinkific lesson based course) the % progress is calculated differently. Refer: Understanding Completed Progress and SCORM student progress calculation |
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| Thinkific Course Completion |
When a learner completes their course in Thinkific, their user will be created as a new HubSpot contact unless they already exist as a contact in HubSpot. An event will also be posted to the learner's Activity timeline to indicate that the course has been completed. This timeline activity event will include:
The Thinkific Last Activity and Thinkific Completed Courses contact property will also be updated when a course progress update is made. |
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| HubSpot to Thinkific | New HubSpot Contact |
When a new Contact is created in HubSpot, a learner is created in Thinkific unless they already exist as a learner in Thinkific. If a user with the same email already exist as a learner in Thinkific, their user details (first name, last name and any custom signup fields mapped with HubSpot) will be updated if these differ from what was created in HubSpot. Note: if you enable required custom fields in Thinkific, the HubSpot contact must have these fields and these fields must be mapped during the set up. Otherwise, the contact will not be created in Thinkific. |
| Contact Update |
When a HubSpot contact record is updated (first name, last name, and any fields in HubSpot that have been mapped to custom signup fields in Thinkific), the learner record with the same email address in Thinkific will also be updated. Note: email address in HubSpot and Thinkific must match, as email is used as a unique identifier. If no user with a matching email address is found, a new user is created in Thinkific. |
After the data is synced between HubSpot and Thinkific, you can use the Thinkific data in HubSpot to automatically trigger emails, segment learners, and more!
Enable and Set Up the HubSpot Integration
A user installing the HubSpot integration must be a Site Owner or Site Admin in Thinkific and be a Super Admin or have App Marketplace Access permissions in HubSpot.
There are four main steps you need to take to enable and set up the HubSpot integration. Click on each step to learn more.
Step 1: Enable the Integration and Authorize Data Transfer
- Visit the Thinkific App Store
- Find the HubSpot app
- Click Install
- In the opened popup, click Connect
- In the new window, sign in to the HubSpot instance you want to connect
- If you have multiple HubSpot environments, select the environment you want to connect
- Review the integration details and click Connect App
Step 2: Configure the Integration
- From your Admin Dashboard, select Integrations
- Find the HubSpot app and click View Details
- Select the Configuration tab
- If you use custom fields in Thinkific, map them to fields in HubSpot.
If you use required custom fields and want to create new student users in Thinkific when a new contact is added in HubSpot, the required custom fields must be mapped. - Choose the events/workflows you want to enable between the two platforms. All events/workflows are toggled off by default.
Once the configuration is completed, the changes are applied immediately and the data flow will begin as soon as the selected events are triggered.
Step 3: Configure HubSpot views
Completing the previous two steps ensures that data is passed between Thinkific and HubSpot. However, if you would like to see the data reflected in HubSpot, you will need to configure the HubSpot views. To do so:
- Update Contact Properties to include any Thinkific Properties you want to see in the Contact card. Learn more on how to do it here: [HubSpot] Customize the properties shown on records.
- Update your Timeline filters under the Activity section of the Contact record to see Thinkific events reflected in HubSpot. Learn more here: [HubSpot] View and filter activities on a record.
Step 4: Test the Integration
Once the configuration is complete, test the configuration by triggering the events that send data from Thinkific to HubSpot or from HubSpot to Thinkific. Refer to the events you enabled in Step 2. For example, if you choose to sync data when a new learner enrolls in a course, create a test student account and enroll it in a course: How to Create a Test Student Account.
Frequently Asked Questions
The HubSpot Integration is available for customers on the Plus Silver plan or higher. If you're already a Plus customer and do not see the option to integrate HubSpot, reach out to your dedicated Customer Success Manager to learn more. Curious, but not yet on Plus? Discover how Plus can supercharge your business growth.
Please note that a user installing the HubSpot integration must be a Site Owner or Site Admin in Thinkific and be a Super Admin or have App Marketplace Access permissions in HubSpot.
Yes, you can uninstall your integration at any point. To do so:
- From your Admin Dashboard, select Integrations
- Find the HubSpot app and click View Details
- Select the Configuration tab
- Scroll down and select the Disconnect button
- Provide the reason for disconnection and click Confirm
When the integration is disconnected, any previously synced data will remain. However, no new data will be synced.
At the moment, Thinkific and HubSpot integration does not support unenrollment event/workflow. This means that any unenrolled user will remain in any HubSpot lists or workflows they were added based on the enrollment criteria. The user's count of Thinkific course enrollments will also remain the same.
At the moment, Thinkific and HubSpot integration does not show the list of enrolled products and courses in the Contact Properties section (only a count). However, you can see the specific courses a user is enrolled in in the Activity Timeline if the event was triggered after the HubSpot integration was set up and the corresponding event was enabled. As a workaround, you can create a HubSpot that generates a list of users enrolled in a specific course.
No, you cannot perform enrollment actions at this time.
If a user was enrolled in a course or made progress before the HubSpot integration was set up, that information won't appear in HubSpot. However, any progress or new enrollments the user makes after the integration is set up will be shown in HubSpot.