Microsoft Dynamics 365 CRM + Hotmart Integration
Integrate Hotmart to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each order handled. Create orders, update contacts, alert your sales team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Member is added to marketing list in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Purchase is approved in Hotmart Instant- Purchase is completed in Hotmart Instant
- Purchase overdue in Hotmart Instant
- Cart is abandoned (Producer Only) in Hotmart Instant
- Refund request is submitted in Hotmart Instant
- Purchase is refunded in Hotmart Instant
- Subscription is cancelled (Producer Only) in Hotmart Instant
- Purchase is cancelled in Hotmart Instant
- Awaiting payment in Hotmart Instant
- Purchase is expired in Hotmart Instant
- Chargeback is processed in Hotmart Instant
- Plan is changed in Hotmart Instant
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Hotmart Integration
Capture purchases, update sales orders, keep customer records current, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Hotmart + Microsoft Dynamics 365 CRM flow
Sync customer details to email campaigns, notify your team, log invoices, and manage support tickets after each purchase. Pick a combination and activate it in one click.
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Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Zendesk (3)
Zendesk (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) H
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Add every completed Hotmart purchase to Microsoft Dynamics 365 CRM and subscribe the buyer in Mailchimp
Completed Hotmart purchases create new Microsoft Dynamics 365 CRM contacts and add subscribers in Mailchimp instantly, keeping your sales and marketing lists perfectly aligned.
H
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When a Hotmart subscription is cancelled, update Microsoft Dynamics 365 CRM and remove the subscriber in Mailchimp
Cancelled subscriptions in Hotmart update Microsoft Dynamics 365 CRM records and remove subscribers in Mailchimp automatically, keeping your CRM and email lists accurate.
H
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When a Hotmart purchase is refunded, update Microsoft Dynamics 365 CRM and add a refund tag in Mailchimp
Refunded Hotmart purchases update Microsoft Dynamics 365 CRM records and apply refund tags in Mailchimp instantly for precise audience segmentation.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Hotmart
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → 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
Try it → 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
Chargeback is processed in Hotmart
Triggers the automation when a chargeback is processed
Try it → What can you automate with Hotmart + Microsoft Dynamics 365 CRM?
Streamline your digital sales and CRM operations with powerful automated workflows connecting Hotmart purchases to Microsoft Dynamics 365 CRM records.
🛒
Create Sales Orders from Completed Purchases
Generate a sales order in Microsoft Dynamics 365 CRM automatically the moment a purchase is approved in Hotmart. Your sales team gets immediate visibility into new revenue without manual data entry.
📋
Capture Every Customer Detail
Map all available buyer details from Hotmart checkouts directly into custom Microsoft Dynamics 365 CRM contact and account fields. Your CRM remains a complete and accurate customer database.
🔔
Alert Your Team on New Sales
Send instant notifications to your sales channel whenever a high-value Hotmart purchase is completed. Ensure your team can initiate immediate customer outreach.
🔀
Route Orders by Product or Plan
Direct Hotmart purchases to different Microsoft Dynamics 365 CRM pipelines and account managers based on the specific digital product or plan purchased.
🔄
Keep CRM Records Up to Date
Update existing Microsoft Dynamics 365 CRM contacts and accounts automatically whenever customer details or subscription statuses change in Hotmart.
🔍
Search and Update to Prevent Duplicates
Search for existing Microsoft Dynamics 365 CRM contacts before creating new entries, preventing duplicate records and keeping your database clean.
⚠️
Handle Subscription Cancellations and Refunds
Update Microsoft Dynamics 365 CRM cases and accounts automatically when a Hotmart subscription is cancelled or a refund request is submitted.
🔗
Extend Workflows to Email Marketing
Sync Hotmart purchases to Microsoft Dynamics 365 CRM and automatically trigger targeted email campaigns and subscriber updates in Mailchimp.
And much more...
Who is Hotmart + Microsoft Dynamics 365 CRM integration for?
Sales teams, ecommerce managers, and operations leaders use this integration to eliminate manual data entry, streamline customer onboarding, and keep CRM pipeline records accurate.
Sales Operations Managers
Customer Success Leads
Agency Account Directors
Ecommerce Founders
Sales Representatives
Finance and Compliance Officers
📈
Sales Operations Managers
You track ecommerce revenue in Hotmart but need complete pipeline visibility in Microsoft Dynamics 365 CRM, but manual entries leave gaps and stale metrics — automating both apps means every completed purchase immediately updates your CRM accounts and sales orders.
⚡
Customer Success Leads
You manage client onboarding after digital product sales, but delayed purchase notifications mean new buyers wait too long for access — with this integration, every approved purchase instantly creates a contact and order record so your team can act immediately.
📊
Agency Account Directors
You report on client product sales and campaign performance, but matching Hotmart transactions to Microsoft Dynamics 365 CRM records by hand takes hours and invites errors — integrating these apps means your client reports pull clean, accurate data automatically.
🔄
Ecommerce Founders
You process high volumes of digital product orders daily, but staff cannot keep up with manual CRM data entry during product launches — automating both apps means every purchase, refund, and subscription change flows straight into your CRM without bottlenecks.
🤝
Sales Representatives
You depend on marketing teams to hand over new leads from product checkouts, but delayed handoffs cause missed upsell windows — this integration means every Hotmart checkout instantly populates Microsoft Dynamics 365 CRM leads for immediate follow-up.
🗂️
Finance and Compliance Officers
You audit customer purchase histories and refunds across platforms, but disconnected systems create mismatched customer records — automating both apps means every transaction, chargeback, and refund is logged accurately in your CRM history.
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 Microsoft Dynamics 365 CRM + Hotmart
Build and manage your Microsoft Dynamics 365 CRM + Hotmart automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Hotmart with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Hotmart to Microsoft Dynamics 365 CRM?
You can connect Hotmart to Microsoft Dynamics 365 CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations involving Mailchimp, Slack, and other tools.
Can I automatically create Microsoft Dynamics 365 CRM sales orders from Hotmart purchases?
Can I connect Hotmart, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Hotmart and Microsoft Dynamics 365 CRM?
How are Hotmart subscription cancellations handled in Microsoft Dynamics 365 CRM?
Can I update existing Microsoft Dynamics 365 CRM contacts when Hotmart customer details change?
Do I need coding skills to set up Hotmart and Microsoft Dynamics 365 CRM integrations?
Is the Hotmart and Microsoft Dynamics 365 CRM integration free?
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