LearnersGuild / idm

identity management service
MIT License
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HubSpot contact <> IDM user syncing #184

Closed heyheyjp closed 7 years ago

heyheyjp commented 7 years ago
  1. For members, their primary account management interface is the LOS (idm, in particular). This is where we provide them with the ability to choose one of the email addresses associated with their github account as their primary contact email address.

  2. Administrators largely depend on HubSpot for tracking data related to membership and for sending communications to members by email. The email address set for a member's HubSpot contact is the email a member used to apply to the program, and it might (and often does) differ from the email address they later choose to designate as their primary email address.

  3. Aside from us needing to have a "single source of truth" for a member's primary email address in order to ensure we're always sending communication to the right place, other critical features to come will depend on our ability to reliably identify the idm/echo account for a member's HubSpot contact and vice versa.

The key to delivering on the above is having a stronger link between HubSpot contacts and idm accounts. When a user is created in IDM, link an idm user account with their HubSpot contact at the time of sign up:

ch4009.

heyheyjp commented 7 years ago

Related: https://github.com/LearnersGuild/idm/issues/183