Connect Hotmart and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Change Plan
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Change Plan
Tiggers when there is change in plan.
Do thisActions
Action is the task that follows automatically within your Hotmart integrations.
Get sales price
Get all sales price.
List products
Get all products.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Frequently Asked Questions
To start, connect both your Hotmart and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Hotmart triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Hotmart data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Hotmart and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Hotmart and BoardCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Hotmart
Hotmart is a comprehensive platform designed for digital product creators and entrepreneurs to sell, manage, and promote their products online. It offers tools for payment processing, marketing, and analytics to help users grow their business.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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