SIMA members sign in once.
Members were keeping a separate account for every tool. We built single sign-on with Okta across HubSpot, Zapier, and LearnUpon.
At a glance
- Client
- SIMA
- Industry
- Membership association
- Engagement
- Single sign-on + integration
- Stack
- Okta SSO; HubSpot, Zapier, LearnUpon
The outcome
4
systems behind one login: HubSpot, Okta, Zapier, and LearnUpon
~200
single sign-on logins every week
2 min
to provision a new member, down from 2 days
An account for every tool.
Onboarding a new member meant manual setup across each system separately, which took about two days, when it synced correctly at all.
Sign in once. Get in everywhere.
We also built two certification courses on LearnUpon, the Applicators Course and the Business Essentials Course, along with a content library for members. The courses give new members a structured learning path from day one.
Map the member systems
Inventory every tool and how each handles identity.
Introduce Okta as identity provider
Set up Okta as the single source of truth for member login.
Connect HubSpot, Zapier, and LearnUpon
Wire each system to accept Okta credentials.
Automate provisioning
New members are set up as they join.
Making members juggle a login for every tool?
Tell us which tools your members log into, and we will tell you what one login would take.
A free 15-minute call. Prefer to write? Send a message.