Wealthbox CRM + Hotmart Integration

Connect Wealthbox CRM to Hotmart - Automate your workflows in 1-click

Make use of Wealthbox CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Hotmart automations help you streamline order processing, manage inventory levels, and improve customer communication. And automate all the repetitive tasks between Wealthbox CRM & Hotmart using Integrately.

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Ready Workflows For Wealthbox CRM + Hotmart Integration

Just click on the workflow you want to automate

Create Opportunity in Wealthbox CRM for Cart is abandoned (Producer Only) in Hotmart

Hotmart + Wealthbox CRM Integration

Activate

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Create Your Own Wealthbox CRM & Hotmart Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Opportunity is created in Wealthbox CRM
Contact is created in Wealthbox CRM
Task is created in Wealthbox CRM
Workflow is created in Wealthbox CRM
Comment is created in Wealthbox CRM
Event is created in Wealthbox CRM
Project is created in Wealthbox CRM
Note is created in Wealthbox 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

Create Contact in Wealthbox CRM
Search contact by email in Wealthbox CRM
Update Contact in Wealthbox CRM
Search contact by phone in Wealthbox CRM
Search contact by name in Wealthbox CRM
Get contact by id in Wealthbox CRM
Create Opportunity in Wealthbox CRM
Update Opportunity in Wealthbox CRM
Create Task in Wealthbox CRM
Update Task in Wealthbox CRM
Create Note in Wealthbox CRM
Update Note in Wealthbox CRM
Create Event in Wealthbox CRM
Update Event in Wealthbox CRM
Get workflow by id in Wealthbox CRM
Create workflow in Wealthbox CRM
Update workflow in Wealthbox CRM
Search workflow template for workflow in Wealthbox CRM
Create Project in Wealthbox CRM
Update Project in Wealthbox CRM

3x-10x Less Expensive Than Zapier

Zapier

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Wealthbox CRM & Hotmart In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Wealthbox CRM or Hotmart With 1200+ Other Apps

Wealthbox is a web-based CRM solution that allows financial advisors to organize their time, track activity across multiple accounts and prospects, communicate effectively with clients, and work the way they want!

See Wealthbox CRM Integrations

From the Frontend to the Backend, Hotmart caters to all your needs in order to run a successful online business. A one stop shop for Ecommerce, Marketplace, Online Shop and CMS solutions.

See Hotmart Integrations