PerfexCRM + Hotmart Integration

Integrate Hotmart to PerfexCRM in one click, or tell Integrately AI how you want each order handled. Capture new buyers, create customer accounts and invoices, alert your team, and track fulfillment automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Hotmart
    Purchase is approved in Hotmart Instant
  • Hotmart
    Purchase is completed in Hotmart Instant
  • Hotmart
    Purchase overdue in Hotmart Instant
  • Hotmart
    Cart is abandoned (Producer Only) in Hotmart Instant
  • Hotmart
    Refund request is submitted in Hotmart Instant
  • Hotmart
    Purchase is refunded in Hotmart Instant
  • Hotmart
    Subscription is cancelled (Producer Only) in Hotmart Instant
  • Hotmart
    Purchase is cancelled in Hotmart Instant
  • Hotmart
    Awaiting payment in Hotmart Instant
  • Hotmart
    Purchase is expired in Hotmart Instant
  • Hotmart
    Chargeback is processed in Hotmart Instant
  • Hotmart
    Plan is changed in Hotmart Instant
Arrow Right
2.
  • PerfexCRM
    Create lead in PerfexCRM
  • PerfexCRM
    Search lead in PerfexCRM
  • PerfexCRM
    Create customer in PerfexCRM
  • PerfexCRM
    Create ticket in PerfexCRM
  • PerfexCRM
    Search customer in PerfexCRM
  • PerfexCRM
    Update customer in PerfexCRM
  • PerfexCRM
    Create task in PerfexCRM
  • PerfexCRM
    Create contact in PerfexCRM
  • PerfexCRM
    Create invoice in PerfexCRM
  • PerfexCRM
    Search invoice in PerfexCRM
  • PerfexCRM
    Update task in PerfexCRM
  • PerfexCRM
    Search task in PerfexCRM
  • PerfexCRM
    Create project in PerfexCRM
  • PerfexCRM
    Search project in PerfexCRM
  • PerfexCRM
    Add staff in PerfexCRM
  • PerfexCRM
    Search ticket in PerfexCRM

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Ready Workflows Ready Workflows for Hotmart + PerfexCRM Integration

Capture new purchases, create customer accounts, generate invoices, update records, and trigger follow-ups, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Hotmart + PerfexCRM flow

Send purchase alerts to your messaging tools, log orders in spreadsheets, and create tasks as new customer records appear. Pick a combination and activate it in one click.

PerfexCRM
Hotmart
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
AsanaAsana (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
H
P
M
Add every approved Hotmart purchase to your PerfexCRM customer list, and subscribe the buyer in Mailchimp.
Approved Hotmart purchases appear in PerfexCRM as new customer records and automatically subscribe the buyer in Mailchimp, removing manual data entry.
H
P
M
When a subscription is cancelled in Hotmart, update the PerfexCRM customer and remove them from Mailchimp.
Subscription cancellations in Hotmart update your PerfexCRM customer records and update Mailchimp tags automatically.
H
P
M
Turn every Hotmart cart abandonment into a PerfexCRM lead, and add them to a campaign in Mailchimp.
Hotmart cart abandonments create new leads in PerfexCRM and trigger recovery campaigns in Mailchimp.
H
P
M
Create a PerfexCRM invoice for every completed Hotmart purchase, and send an email campaign in Mailchimp.
Completed Hotmart purchases generate PerfexCRM invoices and trigger Mailchimp campaigns without manual steps.
H
P
M
If a Hotmart plan is changed, update the customer in PerfexCRM and adjust their tag in Mailchimp.
Hotmart plan changes update PerfexCRM customer records and modify Mailchimp tags instantly.
H
P
M
When a Hotmart refund request is submitted, create a support ticket in PerfexCRM and unsubscribe the user in Mailchimp.
Hotmart refund requests create PerfexCRM support tickets and update Mailchimp subscription preferences automatically.
H
P
M
Use ChatGPT to analyse Hotmart purchase data, create a customer in PerfexCRM, and add them to Mailchimp.
ChatGPT analyses new Hotmart purchases, creates a structured customer profile in PerfexCRM, and subscribes them in Mailchimp.
H
P
M
A
When a Hotmart purchase is approved, create a PerfexCRM customer, add them to Mailchimp, and create an onboarding task in Asana.
Approved Hotmart purchases create PerfexCRM customers, add Mailchimp subscribers, and open onboarding tasks in Asana.

Supported triggers and actions for PerfexCRM and Hotmart

Mix and match to build the exact automation you need

PerfexCRM
PerfexCRM Triggers & Actions
No trigger is available
Create lead in PerfexCRM
Generates new leads for potential customers
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Search lead in PerfexCRM
Retrieves information for a particular lead
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Create customer in PerfexCRM
Adds a new customer to the database
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Create ticket in PerfexCRM
Generates a new ticket
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Search customer in PerfexCRM
Locates and retrieves customer information
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Update customer in PerfexCRM
Updates a customer's information
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Create task in PerfexCRM
Creates a new task
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Create contact in PerfexCRM
Adds a new contact to the database
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Create invoice in PerfexCRM
Generates invoices for sales transactions
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Search invoice in PerfexCRM
Locates and retrieves invoices with
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Update task in PerfexCRM
Updates the task with new information or changes
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Search task in PerfexCRM
Searches for a task
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Create project in PerfexCRM
Creates a new project
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Search project in PerfexCRM
Searches for a project
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Add staff in PerfexCRM
Assigns new employees to the appropriate team or department
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Search ticket in PerfexCRM
Searches for a ticket
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Hotmart
Hotmart Triggers & Actions
Instant
Purchase is approved in Hotmart
Triggers the automation when any purchase is approved
Try it →
Instant
Purchase is completed in Hotmart
Triggers the automation when any purchase is successfully completed
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Instant
Purchase overdue in Hotmart
Triggers the automation when a purchase becomes overdue
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Instant
Cart is abandoned (Producer Only) in Hotmart
Triggers the automation when a cart is abandoned by a producer
Try it →
Instant
Refund request is submitted in Hotmart
Triggers the automation when a refund request is submitted
Try it →
Instant
Purchase is refunded in Hotmart
Triggers the automation when any purchase is refunded
Try it →
Instant
Subscription is cancelled (Producer Only) in Hotmart
Triggers the automation when a subscription is cancelled by the producer
Try it →
Instant
Purchase is cancelled in Hotmart
Triggers the automation when any purchase is cancelled
Try it →
Instant
Awaiting payment in Hotmart
Triggers the automation when a payment is pending or unpaid
Try it →
Instant
Purchase is expired in Hotmart
Triggers the automation when any purchase expires
Try it →
Instant
Chargeback is processed in Hotmart
Triggers the automation when a chargeback is processed
Try it →
Instant
Plan is changed in Hotmart
Triggers the automation when a plan is changed
Try it →
No action is available

What can you automate with Hotmart + PerfexCRM?

Streamline your online business operations by connecting Hotmart purchases and subscription events directly to PerfexCRM records and tasks.

What you can automate?
🔄
Create PerfexCRM customers from approved Hotmart purchases
Turn every approved Hotmart purchase into a new customer profile in PerfexCRM automatically. Your sales and support teams get instant access to buyer details without manual data entry.
📋
Capture every submitted buyer field and order detail
Map all available Hotmart purchase details into PerfexCRM fields instead of just basic names. Your CRM records become comprehensive sources for support and account management.
🔔
Tell the right team member as soon as a purchase clears
Alert your sales or fulfillment channels in Slack the moment a Hotmart purchase is approved or completed. Your team can initiate client onboarding without delay.
🔀
Route records based on submitted order fields
Send purchases to different PerfexCRM pipelines or assign specific onboarding tasks depending on the product tier or plan selected in Hotmart.
✏️
Keep PerfexCRM customer profiles updated when plans change
Automatically update customer records in PerfexCRM whenever a subscription plan changes or renews in Hotmart. Your CRM database stays accurate at all times.
🔍
Search and update existing customer records
Check if a customer already exists in PerfexCRM before creating a new profile. Update their existing record with new purchase data to prevent duplicate entries.
⚠️
Handle refunds, chargebacks, and cancellations automatically
Turn Hotmart refund requests, chargebacks, and subscription cancellations into support tickets and customer status updates in PerfexCRM instantly.
🔌
Extend your workflow to Slack, Google Sheets, or Asana
Connect your core Hotmart and PerfexCRM flow with supporting tools like Google Sheets for logging, Asana for task management, or Slack for team notifications.
And much more...

Who is Hotmart + PerfexCRM integration for?

Online business owners, finance managers, and support leads connect Hotmart and PerfexCRM to automate customer creation, invoicing, and support workflows without manual effort.

Finance Managers
Finance Managers
Support Leads
Support Leads
Client Success Managers
Client Success Managers
Sales Directors
Sales Directors
Project Managers
Project Managers
Operations Leads
Operations Leads
📈
Finance Managers
You're reconciling sales reports from Hotmart but your PerfexCRM invoices only update when someone manually exports payment data, so the revenue figures you're reviewing are always hours behind — this integration means every new purchase creates accurate invoices instantly and your financial records stay current.
Support Leads
You need to handle refund requests and chargebacks quickly, but customer purchase details are trapped in Hotmart until someone copies them over, so your response times suffer — automating both apps means every refund request creates a support ticket in PerfexCRM immediately so your team can act fast.
🤝
Client Success Managers
You answer to stakeholders who want to see active client lists and project statuses, but manual data entry leaves gaps between purchases and CRM records, so your reports lack detail — connecting these apps means every new buyer appears in PerfexCRM as a complete customer profile with zero manual lag.
📊
Sales Directors
The volume of online orders is too high for your sales team to keep customer records updated by hand, leading to missed follow-ups and unassigned leads, so potential revenue is lost — with this integration, every approved purchase creates a PerfexCRM customer profile the second it clears.
🎯
Project Managers
You own client onboarding and depend on the sales team to hand over buyer details from Hotmart before you can start work, causing avoidable delays, so project kickoffs stall — this integration means every approved purchase generates your client records and tasks automatically.
🗂️
Operations Leads
You need a reliable customer history across your sales and support stack, but manual copying results in missing order records and incomplete customer profiles, so audits are difficult — automating both apps means every purchase, subscription change, and cancellation logs cleanly in PerfexCRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate PerfexCRM + Hotmart

Build and manage your PerfexCRM + Hotmart automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect PerfexCRM + Hotmart with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Hotmart to PerfexCRM?
Frequently Asked Questions
You can connect Hotmart to PerfexCRM in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you. It also integrates smoothly with Mailchimp, Stripe, Slack, and Google Sheets.
Can I automatically create a PerfexCRM customer when a Hotmart purchase is approved?
Frequently Asked Questions
Can I connect Hotmart, PerfexCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hotmart and PerfexCRM?
Frequently Asked Questions
How does Hotmart handle purchase data during integration?
Frequently Asked Questions
What PerfexCRM objects can be updated by Hotmart events?
Frequently Asked Questions
Do I need coding skills to automate Hotmart and PerfexCRM?
Frequently Asked Questions
Is the Hotmart and PerfexCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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