Having visibility into your learning data is one of the keys to maximizing program impact. Whether you’re looking at onboarding progress or keeping tabs on product education touchpoints along the customer journey, having a centralized source of truth for all your program metrics helps you better engage your learners, track ROI more closely, and further accelerate your results.

That’s why we’re excited to announce our new integration with HubSpot, designed to give you a seamless way to track and act on training data directly within your CRM. 

How it works

Connecting WorkRamp’s Customer Learning Cloud to your HubSpot instance will enable customer education program administrators to: 

• Sync training data to HubSpot Contacts: WorkRamp enrollment and completion records are automatically synced to the Contact object in HubSpot. If a matching contact exists (via email), it’s updated with the latest training info. If not, a new contact record is created for you.

• Capture custom registration fields: Custom fields collected during training registration are synced to HubSpot so you always have the full learner context alongside your CRM data.

• Track multiple learning formats: Data from Guides, SCORM, Resources, Paths, Certifications, and Events (live or on-demand) will flow directly into HubSpot, giving you a holistic view of every learner’s journey.

Here’s a quick walkthrough:

Unlocking the potential of your data 

Once your Academy data is synced to the CRM, you can tap into HubSpot’s powerful capabilities to make your metrics actionable. The data can be used to drive: 

• Impactful reporting: Create reports and build dashboards for deeper insights into your training engagement across your various learning formats.

• Promotion efforts: Proactively promote relevant Academy courses to your customers based on your segmentations to boost ongoing engagement. 

• Seamless automation: Trigger workflows, nurture sequences, or notification emails in HubSpot based on WorkRamp learning activity to help drive enrollments and completions.

• Better personalization: Deliver more tailored learner outreach based on training status and progress. 

Maximize your impact with WorkRamp + HubSpot

With your training metrics living side-by-side with the crucial customer data within your CRM, you can make better informed strategic decisions about how to uplevel your customer and partner education programs. Not only will you be able to better engage your learners across the customer journey, but you’ll also be able to track the KPIs that matter most and unlock new ways for learning to move the needle on adoption and retention.

Ready to get started? Contact your WorkRamp Account Manager to unlock early access or chat with our sales team for a customized demo.