Hotmart + Insightly Integration

Integrate Hotmart to Insightly in one click, or tell Integrately AI how you want each purchase handled. Track customers, create contacts and opportunities, update records, and trigger follow-ups 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
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Hotmart + Insightly Integration

Capture customer purchases, create CRM contacts, set up opportunities, update project pipelines, and alert your team, 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 + Insightly flow

Send customer data to marketing lists, log financial records, alert your team, and schedule onboarding calls after your CRM and sales steps finish. Pick a combination and activate it in one click.

Hotmart
Insightly
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
+
QuickBooks OnlineQuickBooks Online (4)
H
I
S
Create an Insightly contact and a Stripe customer whenever a purchase is completed in Hotmart.
Every Hotmart purchase instantly creates a corresponding contact in Insightly and a customer record in Stripe without manual data entry.
H
I
S
When a Hotmart subscription is cancelled, update the contact in Insightly and cancel the subscription in Stripe.
Cancelled Hotmart subscriptions automatically update your Insightly contact records and cancel the corresponding Stripe subscription.
H
I
S
If a Hotmart purchase is approved, create an Insightly opportunity and generate a Stripe invoice.
Approved Hotmart purchases trigger a new Insightly opportunity and an invoice in Stripe for seamless tracking.
H
I
S
Use Claude to evaluate Hotmart refund requests, update the Insightly contact, and issue a Stripe refund.
Claude analyses Hotmart refund requests before updating Insightly and processing the refund in Stripe.

Supported triggers and actions for Hotmart and Insightly

Mix and match to build the exact automation you need

Hotmart
Hotmart Triggers & Actions
Instant
Purchase is approved in Hotmart
Triggers the automation when any purchase is approved
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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
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Instant
Refund request is submitted in Hotmart
Triggers the automation when a refund request is submitted
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Instant
Purchase is refunded in Hotmart
Triggers the automation when any purchase is refunded
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Instant
Subscription is cancelled (Producer Only) in Hotmart
Triggers the automation when a subscription is cancelled by the producer
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Instant
Purchase is cancelled in Hotmart
Triggers the automation when any purchase is cancelled
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Instant
Awaiting payment in Hotmart
Triggers the automation when a payment is pending or unpaid
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Instant
Purchase is expired in Hotmart
Triggers the automation when any purchase expires
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Instant
Chargeback is processed in Hotmart
Triggers the automation when a chargeback is processed
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Instant
Plan is changed in Hotmart
Triggers the automation when a plan is changed
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No action is available
Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update opportunity in Insightly
Updates the opportunity details as needed
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Get opportunity by ID in Insightly
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get task by ID in Insightly
Retrieves task details based on ID
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
Try it →
Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
Try it →

What can you automate with Hotmart + Insightly?

Streamline your online business operations by connecting your e-commerce checkouts directly to your CRM pipelines.

What you can automate?
🔄
Sync completed purchases into CRM contacts
Automatically generate a new Insightly contact the moment a purchase is completed in Hotmart. Eliminate manual data entry and ensure every buyer is logged immediately.
📋
Capture every submitted buyer detail
Map all available purchase fields, custom questions, and customer notes directly into your Insightly contact and opportunity records. Your CRM becomes a complete source of truth.
🔔
Alert your team instantly on key events
Send real-time notifications to your sales or support channels whenever a new purchase, subscription change, or refund request occurs.
🔀
Route deals based on purchase tier
Create high-priority opportunities for enterprise purchases while routing standard orders to regular sales pipelines automatically.
📝
Keep CRM records updated as orders change
Automatically update existing Insightly contacts when subscription plans are modified or when renewal dates approach.
🛡️
Prevent duplicate records with smart search
Search existing contacts before creating new entries to ensure your CRM database remains clean and free of duplicate records.
⚠️
Manage refunds and cancellations automatically
Update contact statuses and pipeline stages instantly when refund requests are submitted or when purchases are cancelled.
🔗
Extend your workflow to marketing tools
Connect your core Hotmart and Insightly setup to supporting platforms like Mailchimp or Google Sheets to handle follow-up emails and reporting.
And much more...

Who is Hotmart + Insightly integration for?

Digital product sellers, course creators, and sales teams who need instant customer records and streamlined pipeline tracking without manual data entry.

Sales managers and directors
Sales managers and directors
Customer success leads
Customer success leads
Operations coordinators
Operations coordinators
High-volume course creators
High-volume course creators
Account executives
Account executives
Finance and admin staff
Finance and admin staff
📈
Sales managers and directors
You're reviewing sales performance across your product lines but your CRM pipeline only updates when someone manually exports purchase reports, so the metrics you're optimising against are always a few hours behind — with this integration, every new purchase lands in your CRM instantly and your data stays current.
Customer success leads
You need to initiate onboarding calls as soon as buyers complete transactions, but you find out about new orders hours later when checking multiple dashboards — this integration means every completed purchase creates an Insightly contact instantly and your onboarding team can act without delay.
📊
Operations coordinators
You answer to stakeholders who want real-time visibility into customer acquisition and pipeline status, but manual data transfers leave constant reporting gaps — automating both apps means every transaction updates your CRM contacts and deals automatically and your stakeholders always see accurate numbers.
🚀
High-volume course creators
The volume of online purchases is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — connecting these apps means every customer order generates an Insightly lead instantly and your scaling operations run without manual bottlenecks.
💼
Account executives
You own the sales follow-up stage and depend on someone upstream to hand over buyer information, but delays in manual data entry stall your outreach — this integration means new customer contacts appear in your CRM the moment a purchase is approved and you can start outreach immediately.
🔍
Finance and admin staff
You need a reliable history of customer interactions and subscription changes, but you keep finding missing records and mismatched contact details across platforms — automating both apps means every purchase, cancellation, and refund updates your Insightly records cleanly and your database remains audit-ready.
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 Hotmart + Insightly

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

1,500+ apps connected
1,500+ apps connected
Connect Hotmart + Insightly 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Hotmart to Insightly?
Frequently Asked Questions
You can connect Hotmart to Insightly using 1-click ready workflows or by asking Integrately AI to build the integration for you. Popular connected tools like Stripe, Mailchimp, Slack, and Google Sheets work seamlessly together to manage your business.
Can I automatically create Insightly contacts from Hotmart purchases?
Frequently Asked Questions
Can I connect Hotmart, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hotmart and Insightly?
Frequently Asked Questions
How are Hotmart purchase details transferred to Insightly?
Frequently Asked Questions
Can I update existing Insightly contacts when a Hotmart subscription changes?
Frequently Asked Questions
Do I need coding skills to set up Hotmart and Insightly workflows?
Frequently Asked Questions
Is the Hotmart and Insightly integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Hotmart or Insightly With 1500+ Other Apps

Hotmart
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Insightly
Popular Insightly Integrations
Sync Insightly with communication, scheduling, and invoicing tools to streamline your sales pipeline and project management.
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