Custom engineered Education & Membership integration

Access PlanIt & HubSpot integration

Custom engineered for your business by SpotDev's accredited developers

Push training bookings from HubSpot into Access PlanIt so that when a training deal is won, the course booking, delegates and account are created from the deal rather than typed in by a coordinator.

  • 4–6 weeks typical turnaround
  • £8k typical investment
  • API key

Why connect Access PlanIt to HubSpot

Training providers sell courses in HubSpot and schedule them in Access PlanIt. Every won deal is then re-typed into the training management system by an operations or training coordinator.

  • Delegate names, course dates and purchase order details captured on the deal are copied by hand, and typos surface on certificates and invoices.
  • Sales close deals against courses without seeing capacity or scheduling constraints held in Access PlanIt.
  • Coordinators start each booking from a blank form instead of a pre-filled one, so onboarding a cohort takes hours.
  • Late-stage changes on the deal, such as an added delegate, do not reach the booking unless someone remembers.

What you can do with Access PlanIt and HubSpot

The integration uses Access PlanIt's API feeds, which cover users and accounts, courses and delegates, and finance, and are licensed as an add-on module from the vendor.

  • A HubSpot deal moving to a won stage creates the account and users in Access PlanIt where they do not already exist, then creates the delegate records against the scheduled course date.
  • Course templates and scheduled dates from Access PlanIt populate a dropdown on the HubSpot deal, so sales book against real courses.
  • Delegate details captured on a HubSpot form or deal line items land on the Access PlanIt booking, ready for joining instructions.
  • Where scope includes it, remaining places on a course date are written back to HubSpot so sales can see availability before closing.

How the Access PlanIt & HubSpot integration works

One-way sync
Sync direction between Access PlanIt and HubSpot
On demand sync
How often data updates flow
API key
Secure authentication method
Deals, bookings, delegates, courses
Records kept in sync
Sales Hub
HubSpot hubs supported
4–6 weeks
Typical time to deploy

Typical setup

  1. Confirm Access PlanIt API access and booking fields
  2. Map HubSpot deal and delegate data to Access PlanIt bookings
  3. Build the push trigger on deal stage change
  4. Test against a sample of live training deals
  5. Monitor the first live bookings

Integration Impact Analysis

With Integration

  • Streamlined operationsAutomated workflows replace manual processes
  • Single source of truthConsistent data across all revenue teams

Without Integration

  • Manual processesTeams managing tools instead of revenue
  • Data silosCritical insights trapped in silos

Access PlanIt & HubSpot integration: FAQs

Does Access PlanIt have an API that HubSpot can use?
Yes. Access PlanIt offers API feeds for finance, users and accounts, and courses and delegates, plus webhooks. The users and accounts feed can create new users, delegates and accounts as well as read them. Course templates are read-only through the feed. The API Feeds module is available at an additional cost from the vendor, so check it is on your licence before scoping.
What data can sync between Access PlanIt and HubSpot?
HubSpot deals, companies, contacts and line items map to Access PlanIt accounts, users, delegates and course bookings. Course templates, dates, trainers and venues can be read from Access PlanIt to populate HubSpot properties.
Is this the same as SpotDev's Access Financials integration?
No. Access Financials is a finance product from The Access Group covering customers, sales orders and invoices. Access PlanIt is a training management system, and this integration handles course bookings. Buyers mix the two up because of the shared word, so we confirm which system you actually run at the start of scoping.
How long does an Access PlanIt HubSpot integration take, and what does it cost?
Four to six weeks, and from £8k. The range covers whether course availability is written back to HubSpot and how many course types you run.

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