Hotmart

Introduction

Welcome! This guide will walk you through setting up a super handy integration between Hotmart and Webforce's CRM. With this integration, you'll be able to automatically create leads in Webforce's CRM from events happening on Hotmart. Let's make your workflow smoother and more efficient!

Step 1: Prerequisites

Before we dive into the setup process, make sure you have the following:

1. A live Hotmart account.

2. Access to the Tools section in Hotmart.

3. The ability to create credentials and configure webhooks.

Having these ready will ensure a smooth integration process.

Step 2: Access the Tools Menu

1. Log in to your Hotmart account.

2. From the top right corner menu or the left sidebar, select the option Show All from the Tools menu.

Open

Step 3: Search for Hotmart Credentials

1. Click on the Search by Tool bar.

2. Look up Hotmart Credentials.

Open

Step 4: Create a New Credential

1. Select Hotmart Credentials from the search results.

2. In this view, click on the Create Credential button.

3. A new modal will appear.

4. Select the API Hotmart option.

5. Click on Create Credential.

Step 5: Save Your Credentials Securely

1. After creating the credentials, you will be provided with a Client ID, Client Secret, and Basic token.

2. It’s crucial to download and store these credentials securely as they are shown only once by Hotmart.

3. Ensure you save them in a safe and accessible location for future reference.

Step 6: Set Up Webhooks

1. Go back to the Tools Search.

2. Look up Webhooks.

3. Once the Webhook (API Notifications) card appears, click on it.

Step 7: Copy the Authentication Token

1. Click on the Authentication tab.

2. Copy the Hottok value.

3. This value is required for validating webhooks received from Hotmart by Webforce's CRM.

Step 8: Configure Hotmart Integration in Webforce CRM

1. Visit your Webforce CRM instance and log in using your credentials.

2. From the left Menu, select Integrations.

3. Once the integrations are loaded, look for the Hotmart Integration and click on the Configure button.

4. In the configuration drawer, paste the credentials obtained in the previous steps:

   • Client ID

   • Client Secret

   • Basic

   • Hottok

5. Assign a name for this integration.

6. Click on the Save button.

7. Once the new integration is created, copy the URL assigned to it. You will need it for further steps.

Step 9: Configure Webhooks in Hotmart

1. Return to your Hotmart dashboard and navigate to the Webhooks panel.

2. Once the panel is displayed, click on the Register Webhook button.

3. Proceed to configure the following elements:

   • Settings Name: Assign a friendly name to this webhook.

   • Select a Product: Choose from the list of products only those that are relevant for this webhook. This tells Hotmart that every time an event occurs and contains a selected product from this list, a webhook should be triggered and reported to Webforce's CRM.

   • URL for sending data: Paste the URL assigned to your integration when you created it in the previous step.

   • Select Version: Always select version 2.0.0.

   • Events to Share: Select the following events:

     • Purchase Completed

     • Purchase Approved

     • Cart Abandonment

   • Accept the Personal Data Agreement.

   • Click Save to apply the changes.

After following all the steps provided in this list, every time an event occurs in Hotmart, it will be reported to Webforce's CRM. If the payload is valid, a new lead will be created containing general information of the transaction made on Hotmart. This seamless integration ensures that your CRM stays up-to-date with the latest activities from your Hotmart transactions, streamlining your workflow and enhancing your ability to manage leads effectively.