Zapier: How to Integrate Hotmart and Teachable

To see how Zapier works and how to create the initial integration settings, check out this article with all the steps. 

After these initial adjustments, you’ll need to set up Zapier for activation and deactivation in the Teachable Members Area.

Basically, Zapier has one application responsible for sending data and another responsible for receiving it. The data sent by Hotmart is based on events such as purchase approval, refunds, subscription cancellation, cart abandonment, plan change, etc. On the other end, Teachable will receive the data and make the actions available on their platform.

The instructions below will show how to set up user activation and inactivation on Teachable based on events that occur on Hotmart.

How to Activate Users on Teachable

Follow all the steps described below to set up the activating users in Teachable’s Members Area. 

Whenever an approved purchase event occurs with Hotmart, Teachable will proceed with the user activation process for the course selected in the setup.

1. Access and log into Zapier: https://zapier.com/app/login
2. Click on Make a Zap. Don't forget to give the integration a name by filling in the field Name your Zap

Sending application configuration (Hotmart)

1. Search and select the Hotmart integration in App Event - Search apps…
2. Within the option Trigger Event, choose Transaction Event and click Continue
3. In Choose account, choose your Hotmart account if you have previously logged in or click Sign in to Hotmart to carry out the authentication process. Click Continue after setting up the account
   Important: if you have questions regarding this, check all the steps
4. Select the product on Hotmart that you want to integrate
5. In the Event field, choose the event Approved
6. Give this setting a name in the field Name of Setting
7. Click on Continue
8. Then click on Test trigger and Continue

Setting up the Teachable application

1. Search and select the Teachable integration in App Event - Search apps…
2. Within the field for Action, choose the option Enroll User in Course
3. Click Continue
4. If you have previously logged in, choose the Teachable account that will be used. If not, go to Sign in to Teachable
5. In the opened window, enter the email and password of the account that will be used to make the connection. In addition, you will need the subdomain of your account on the Teachable platform
   Important: in the field description, you can find out how to get this information
6. After authentication, click Continue
7. Under Set up action, choose the course on Teachable you want to configure to make the integration
8. In the field for Email, search and select the Hotmart field called Buyer's email (Producer Only)
9. In the field for Name, search and select the Hotmart field for Buyer's Full Name (Producer Only)
10.  If you want, fill in the field for Password, to set the users password or leave it blank
11.  If you choose to leave it blank, Teachable will send an email to the user to create a password
12.  Then click Test & Continue. It is very important to check on the Teachable website if the user has been properly registered.
13.  If the test was successful, just click on Turn on Zap
14.  All set! Your Hotmart integration with Teachable is complete and ready to send user activation information to Teachable courses

User Inactivation in Teachable

Follow the steps below to configure user inactivation in Teachable’s Members Area.

It’s important to know that you’ll need to set up two Zaps for this situation. One will be responsible for sending the data when there is a purchase event with delay, cancellation, chargeback, or refund.

The second configuration will be responsible for sending the data when a subscription is canceled on Hotmart. These settings will allow Teachable to inactivate users in the situations described.

Setting up the sending application (Hotmart)

1. On the Zapier platform, click on Make a Zap. Don't forget to name the integration under Name your Zap
2. Search and select the Hotmart integration in App Event - Search apps…
3. Under the option Trigger Event, choose Transaction Event, and click Continue
4. If you have previously logged in, choose a Hotmart account that will be used. If not, go Sign in to Hotmart
   Important: if you have questions, check all the steps
5. After authentication, click Continue
6. Select your product on Hotmart that you want to integrate
7. In the field for Event, choose the events Canceled, Expired, Refunded, Overdue and Chargeback;
8. In the field for Name of Setting, give the setting a name
9. Click Continue
10.  Then click Test trigger and then Continue

Teachable Application Setup

1. Search and select the Teachable integration in App Event - Search apps…
2. In the field for Action Event, choose Unenroll Student From Course
3. Click Continue
4. If you have previously logged in, choose the Teachable account that will be used. If not, go to Sign in to Teachable
5. In the opened window, enter the email and password of the account that will be used to make the connection. In addition, you will need the subdomain of your account on the Teachable platform
   Important: in the field for description, you can find out how to get this information
6. After authentication, click Continue
7. In Set up action, in the field for Email, search and choose Hotmart Buyer's email (Producer Only)
8. In the field for Course, choose the course on Teachable you want to integrate with
9. Leave the field for Pricing Plan blank
10.  Click Test & Continue
    Important: the test may have an error if the user for the test has been deactivated and does not exist as an active user on Teachable
11.  Then click Turn on Zap
12.  All set! Your Hotmart integration with Teachable is complete and ready to send user deactivation information in Teachable courses.

To create the second Zap for User Inactivation, just change step 3 of the Sending application configuration (Hotmart).

Under Trigger Event, select Subscription Cancellation (Producer Only).

In short, you will have three Zaps configured: one for user activation and two for inactivation on the Teachable platform.