HubSpot for Student Enrollment & Payment

SOLVE
IanRogers
Participant

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

0 Upvotes
2 Accepted solutions

Accepted Solutions
sharonlicari
Solution
Community Manager

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


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


View solution in original post

darynsmith
Solution
Top Contributor | Elite Partner

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

Daryn Smith
Chief Strategy Officer
Huble Digital

View solution in original post

3 Replies 3
sharonlicari
Solution
Community Manager

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


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


View solution in original post

darynsmith
Solution
Top Contributor | Elite Partner

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

Daryn Smith
Chief Strategy Officer
Huble Digital

View solution in original post

IanRogers
Participant

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