HubSpot for Student Enrollment & Payment

[IanRogers]

We are a private language school and we want to use HubSpot to grow.

I'm wondering if there's a way to add class registration details and payment information onto the CRM.

For example, when a student has gone through the sales pipeline and has "won", how can we add which class(es) they are registered in and what payments are outstanding?

Is there an elegant way to do this natively within HubSpot, or else are there any external app integrations that you can offer?

Would appreciate hearing from other private education providers to learn how best to manage student enrollment and payment data.

Thank you!
Ian Rogers, Co-Founder
Northstar College, Hargeisa
Somaliland

[sharonlicari · Accepted solution]

Hey @IanRogers 

Welcome to the Community!

I've found this thread on the Community that seems similar to what are you looking to do. @darynsmith is giving a few options based on his experience. 

I hope this helps

Best

Sharon

[IanRogers]

Thank you both, @sharonlicari @darynsmith for the responses.   Using custom objects on user accounts seems the most elegant solution.   I have also noticed that there is a Moodle LMS (which we already use) integration, so we will investigate how that will work to share student enrollment information

We are using QuickBooks for our accounting, so will consider implementing the HubSpot integration for generating invoices and tracking payment information. In Somalia, payment is done through their own ZAAD mobile money system, so I presume that any transactions will have to be entered manually, unless there's a way to hire a support team to develop a custom integration.

HubSpot is really elegant and friendly to use - it's the integrations with other productivity apps that complicate things, so we really appreciate this community. Thanks again!

Ian

[darynsmith · Accepted solution]

hi @IanRogers - you can try these ways:

1. Custom Objects - you could have an object for each class, and then link this to contacts.

2. For payments - there are a few very good finance integrations with Xero, FreshBooks, QuickBooks etc

Another option is MindBody: https://www.mindbodyonline.com/

They have an integration here: https://ecosystem.hubspot.com/marketplace/apps/sales/crm/piesync-hubspot-mindbody

[sharonlicari · Accepted solution]

Hey @IanRogers 

Welcome to the Community!

I've found this thread on the Community that seems similar to what are you looking to do. @darynsmith is giving a few options based on his experience. 

I hope this helps

Best

Sharon