LMS Integration

Connect your InstinctHub LMS to Leadboard CRM so that learning events automatically score your leads. When students enroll, complete courses, pass assessments, or earn certificates, their CRM lead scores update in real time.

Overview#

The LMS integration works in two parts:

1. Connection — A one-time OAuth setup where you authorize InstinctHub to send events to your CRM company
2. Automatic events — Once connected, six learning event types flow automatically and update lead scores

Supported Events#

Connect InstinctHub LMS#

The connection is initiated from the InstinctHub admin panel, not from the CRM. You must be an admin on both systems.

From InstinctHub#

Step 1. Log into the InstinctHub admin panel at your channel URL

Step 2. Go to Settings (bottom of the sidebar)

Step 3. Click the Integrations tab

Step 4. On the Leadboard CRM card, click Connect to Leadboard CRM

Step 5. A popup opens to Leadboard CRM. Log in if prompted.

Step 6. Select the CRM company you want to connect to (only companies where you are an admin appear)

Step 7. Click Approve

Step 8. The popup closes automatically. The card now shows Connected with your company name and event stats.

Tip: You need to be logged into Leadboard CRM in the same browser for the popup to work. If you see a login screen in the popup, log in and try again.

Important: Each InstinctHub channel can connect to one CRM company. If you need to change companies, disconnect first and reconnect.

Enable LMS in the CRM#

After connecting from InstinctHub, configure the CRM side to receive and process events.

Step 1. Go to /default/integrations/lms

Step 2. Toggle LMS Integration to enabled

Step 3. Default scoring rules are created automatically (see table above)

Step 4. Events will start appearing in the Event Log at the bottom of the page

Configure Scoring Rules#

Customize how many points each event type adds or subtracts from a lead's score.

Step 1. Go to /default/integrations/lms

Step 2. In the Scoring Rules table, edit the Points value for any event type

Step 3. Toggle individual rules on/off with the Active switch

Step 4. Click Save Scoring Rules

How Scoring Works#

• General scoring — Points are added to the lead's lms_score in their custom fields. No upper or lower limit.
• Product-specific scoring — If a scoring rule is linked to a product, points go to the lead's product interest score (clamped 0–100).
• Lead matching — Events are matched to leads by email address. If no lead exists with the student's email, the event is stored but no score is applied.

Tip: Combine LMS scoring with workflow rules to auto-assign leads when their score crosses a threshold. For example, trigger a "Schedule a call" workflow when a lead's LMS score reaches 50.

View Events#

Step 1. Go to /default/integrations/lms

Step 2. Scroll to the Event Log section

Step 3. Each event shows: email, event type, course name, score applied, processed status, and timestamp

Stats Cards#

At the top of the LMS page, four summary cards show:

• Total Events — All events received
• Processed — Events that have been scored
• Unprocessed — Events waiting for processing
• Total Score Applied — Sum of all points applied

Connected Channels#

View which InstinctHub channels are sending events to your CRM.

Step 1. Go to /default/integrations/lms

Step 2. Scroll to Connected InstinctHub Channels

Step 3. Each row shows the channel name, status, last activity, connection date, and a Revoke button

Revoke a Channel#

Step 1. Click Revoke next to the channel

Step 2. Confirm the deletion

The channel's API key is deactivated. Events from that channel will stop immediately. The channel admin will need to reconnect from their side.

Disconnect from InstinctHub#

To disconnect from the InstinctHub admin side:

Step 1. Go to Settings > Integrations in InstinctHub admin

Step 2. Click Disconnect on the Leadboard CRM card

Step 3. Confirm. Events stop flowing immediately.

How Events Flow (Technical)#

Understanding the event pipeline helps with troubleshooting:

1. A student action in InstinctHub (enrollment, completion, etc.) triggers a Django signal
2. The signal dispatches an async Celery task (send_lms_event_to_crm)
3. The task checks if the channel has an active LMS connection
4. If connected, it POSTs the event to your CRM's event ingestion endpoint
5. The CRM creates an LMSEvent record and queues another Celery task (process_lms_event)
6. The processing task finds the lead by email, looks up the scoring rule, and applies the score
7. After scoring, a webhook (lead.score_changed) is emitted and workflow rules are evaluated

Important: Both the InstinctHub and Leadboard Celery workers must be running for events to flow. If events are stuck as "unprocessed", check the Celery workers.

Troubleshooting#

Events not appearing#

1. Verify the connection is active: check the Connected status in InstinctHub settings
2. Verify LMS is enabled in the CRM: /default/integrations/lms — toggle should be on
3. Check that Celery workers are running on both InstinctHub and Leadboard
4. Check that the student's email exists as a lead in your CRM

Score not updating#

• The student's email must match a LeadContact.email in the CRM (case-insensitive)
• Check if the scoring rule for that event type is Active
• Check the Processed column in the event log — if false, the Celery worker may be down

Connection popup doesn't work#

• You must be logged into Leadboard CRM in the same browser
• Check your browser's popup blocker
• You must be an admin of at least one company on Leadboard
• NEXT_PUBLIC_LEADBOARD_CRM_HOST must be set in the InstinctHub admin .env.local

"Authorization Error" in popup#

• The OAuth client ID or redirect URI is not configured. Check the env vars in the InstinctHub admin app.

Related#

• Automation — Create workflow rules triggered by LMS score thresholds
• Leads Management — View lead scores and custom fields
• Analytics & Reports — Track LMS engagement metrics