Importance of LMS and CRM Integration

Why a CRM-LMS Integration is Crucial to Your Business

LMS Integrations: What You Need to Know

Adding high-impact tools and features to your learning management system (LMS) is like adding fuel to your car. Software integration is what gives your LMS the supercharged capabilities for which it’s known.

In a technical sense, integration occurs when your LMS communicates with and accommodates a document that was created by a different system or protocol. The eventual success of your LMS will be determined in large part by your software integrations. Your company’s ability to navigate and leverage LMS integrations may, in the long run, be just as important as the quality of your training.

What LMS integrations are important? Can you even imagine a LMS without integration capabilities? Companies would have to manually integrate different systems applications – a costly and time-intensive process. The LMS streamlines and simplifies business and HR processes through the power of automation. This frees up staff to concentrate on new business development instead of technical integrations.

What Can Integration Do For You?

Let’s discuss some of the organizational benefits of integrating a LMS – both from a business and from an operational standpoint.

Drive New Business

Software integrations like e-commerce, automated emails, and CRM can turn your LMS into a new-business development hub. You can use it to automate marketing and billing, train new customers or franchisees, help optimize sales, and discover new revenue streams. LMS CRM has many advantages. By integrating your CRM software with an LMS, you can synchronize product catalogs, receive real-time customer data, and eliminate time-consuming activities.

Create a Collaboration Catalyst

Integrations can help with collaboration, communication, and teamwork – increasingly important among newly remote teams with the onset of the COVID-19 pandemic. Integrations can encourage collaborative learning and teamwork, make it easy to optimize how learning is shared and disseminated, and help engage employees.

Break Down Data Silos

When a company’s data is stored across many systems, it makes information hard to manage and learnings even more difficult to access. In short, it can cause significant inefficiencies and headaches. An important benefit of LMS integration is the ability to integrate multiple sources of data into one centralized and convenient location. This allows companies to identify and reduce duplicative processes between various systems. It also serves as a valuable tool for maximizing improvement and innovation.

Streamline HR

LMS integrations can supercharge and streamline your onboarding process – allowing HR to automate much of the time-consuming repetitive work such as enrolling employees in courses, measuring and tracking engagement, and monitoring course completion rates. In addition, LMS integrations enable trainers and the larger staff to provide ongoing feedback to employees at the time they seek it (just-in-time learning). Some learning management systems can accommodate integrations that enable HR and trainers to monitor and view attendance records and course completions rates.

LMS Technical Concepts

Whoever is tasked with overseeing your company’s LMS integrations should have a solid grasp, functionally and technically, of the key concepts and components that drive the process. Let’s take a look at the key components:

Single Sign-On (SSO)

SSO, or Single Sign-On, is an integration that speaks to a user’s ability to access multiple apps and websites, or even a company network, with one simple login. A huge time-saver for employees that is increasingly seen as a must-have feature, SSO occurs at the beginning of the process and is considered a basic integration. The first time, users will need to provide their username and password credentials to gain access to the tools, after which they are not asked again.

Application Programming Interface (API)

The heart of the integration journey is how to access different web services that may have been designed with different protocols and standards. This led to the development of the API standard, which essentially enables different software systems to share data. There are different protocols including SOAP (Simple Object Access Protocol), which was developed by Microsoft; and REST (Representational State Transfer), a newer, and more simplified version, of SOAP. It’s important to note that many legacy software systems are SOAP-reliant.


An app uses a webhook, also known as a “web call back” or “HTTP push API,” to deliver data in real time, and efficiently, to other apps. Why are webhooks important? They enable your trainers to post course updates that can be accessed by your employees in real time.


JavaScript tracking is a simple code that communicates fluently with other data systems, and is one of the most important LMS integration standards. In fact, if your company wishes to benefit from sophisticated and streamlined data and analytics, then it will need the capability to track JavaScript.

Key Considerations When Choosing a LMS

All LMS integration services are usually driven by three main considerations:

  1. User Protocols

These are the rules that govern how and who will be able to access the LMS. Are you using your LMS to train internal employees and/or possibly charge non-employees for training? If so, what kind of long-in permissions will they need?

  1. Data Utilization

What kind of user data will you be collecting and what technical standards will the LMS use to retrieve it? Who within the company needs to receive the data, and how frequently?

  1. Courses and Content

One challenge to digitizing and consolidating training content is hunting everything down. You might have some legacy materials stored in an old file cabinet, while newer materials could be uploaded to YouTube, on an FTP server, or on Google Docs. Create an inventory of all of your training materials and their locations before integrating them to your LMS.

An ongoing commitment to software integrations is important in order to leverage the full potential of your LMS. You want to ensure that SaaS integration is always adding value to you, your employees, and your customers. Once you build your foundation and measure adoption rates, you can add more bells and whistles over time, based on your changing needs. It’s a very robust and flexible system.

Why World Manager?

World Manager has devoted more than a decade to helping some of the most recognizable brands in the world streamline, simplify, and even monetize their training.

How can we help you?

Book a demo today to learn how the World Manager LMS can supercharge your training capabilities with easy-to-deploy SaaS integrations. Contact Us today!

Disclaimer: This information is meant to provide general guidelines and should be used as a reference. It may not take into account all relevant local, state or federal laws and is not a legal document. Neither the author nor World Manager will assume any legal liability that may arise from the use of this information.

The best companies use World Manager to train staff, maintain standards, and set the company up on the road to success.