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Enroll Users in Multiple Courses via Workflow

Learn how to use a single HubSpot workflow to automatically enroll a user into several HubLMS courses based on a trigger.

  1. Navigate to Automations > Workflows in HubSpot.
  2. Create a contact-based workflow from scratch.
  3. Set the workflow trigger. This could be based on a contact property that indicates a user's access level (e.g., a "blue widget user" property) or other relevant criteria.
  4. Add an action. Search for and select the "Associate" action.
  5. Configure the association to connect the contact record to the first HubLMS Course object.
  6. Choose the association label "enrolled".
  7. Repeat steps 4-6 for each additional course you want to enroll the user into. You will have multiple "Associate" actions stacked in the workflow.
  8. Optionally, add an action to send an email to the user notifying them of their enrollment. (Requires creating the email separately).
  9. Review and publish the workflow, choosing whether to enroll contacts who currently meet the criteria.