14d (edited) • 💬 General discussion
How to Connect Skool to Your CRM (HubSpot, ActiveCampaign, GoHighLevel)
Your community members should automatically sync to your CRM.
New member joins Skool → instantly added to HubSpot → enters email sequence.
Here's how to set it up:
🎯 WHY SYNC SKOOL TO CRM?
Use Cases:
• New member joins → trigger welcome email sequence
• Member upgrades → add to customer nurture campaign
• Member churns → trigger win-back campaign
• Member hits milestone → send congratulations + upsell
• Inactive 30 days → re-engagement workflow
Without sync:
❌ Manually export members weekly
❌ Upload CSV to CRM
❌ Members fall through cracks
❌ Delayed follow-up = lost revenue
With sync:
✅ Instant contact creation
✅ Automatic segmentation
✅ Trigger marketing workflows
✅ Real-time data
🔌 SUPPORTED CRMS:
Tier 1 (Native Integrations):
• HubSpot
• ActiveCampaign
• Ontraport
• GoHighLevel
Tier 2 (Via Zapier/Make):
• Mailchimp
• ConvertKit
• Beehiiv
• Drip
• Klaviyo
• Any CRM with API
⚡ SETUP PROCESS (HubSpot Example):
Step 1: Connect
• StickyHive dashboard → Integrations
• Click HubSpot
• Authorize access
Step 2: Map Fields
• Skool name → HubSpot first/last name
• Skool email → HubSpot email
• Member status → HubSpot property
• Join date → HubSpot date field
Step 3: Set Sync Rules
• Sync new members: Yes
• Sync member updates: Yes
• Sync member deletions: Optional
Step 4: Create Workflows in HubSpot
Now you can trigger automations:
• New contact with "Skool Member" property → Welcome sequence
• "Trial Member" → Trial conversion campaign
• "Paying Member" → Customer onboarding
• "Churned Member" → Win-back campaign
⏱️ Setup time: 10-15 minutes
📊 WHAT GETS SYNCED:
Basic data:
• Name
• Email
• Join date
• Member status (trial/paid/free)
• Last active date
Advanced data (StickyHive):
• Engagement score
• Posts created
• Comments made
• Leaderboard position
• Tags/segments
🎯 EXAMPLE WORKFLOWS:
Welcome Sequence:
Trigger: New member joins
Actions:
1. Wait 1 hour
2. Send welcome email
3. Wait 2 days
4. Send "getting started" resources
5. Wait 5 days
6. Send "let's chat" email
Trial Conversion:
Trigger: Trial starts
Actions:
1. Wait 7 days (halfway)
2. Send success stories email
3. Wait 5 days (2 days before end)
4. Send "don't lose access" reminder
5. If converts: Move to customer sequence
6. If churns: Move to win-back sequence
💰 ROI:
One client's results:
• 2,000 Skool members synced to HubSpot
• 34% entered automated sequences
• 12% conversion rate from sequences
• = 81 new customers
• At $97/mo = $7,857/mo additional revenue
CRM sync cost: $29/mo (StickyHive)
ROI: 271x
🔗 SETUP GUIDE:
Step-by-step tutorials for each CRM with screenshots:
💬 YOUR CRM:
What CRM do you use? Are you manually syncing members or automated? Drop a comment!
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How to Connect Skool to Your CRM (HubSpot, ActiveCampaign, GoHighLevel)
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