Zapier: How to integrate Hotmart with Kajabi

Read this article to understand how Zapier works and learn all the steps to set up an integration. 

Having done the initial setup, we'll show you in this article how to set up Zapier for activation and deactivation of the Kajabi membership site.

Basically, Zapier has an application responsible for sending the data and another responsible for receiving it. The data sent by Hotmart is based on events such as purchase approvals, refunds, subscription cancellations, cart abandonments, plan changes, etc. On the other hand, Kajabi will receive the data and implement the actions available in its solution.

Don't forget that in this article, we will focus on the activation and deactivation of users in Kajabi based on events that occur in Hotmart. Another important point is that Kajabi works based on registered product offers.

How to activate users in Kajabi

Follow all the steps described below to complete the user activation setup in Kajabi's membership site. 

Whenever a purchase has been approved at Hotmart, Kajabi will process the user activation in the course selected in the setup.

1. Access and log in to the Zapier platform: https://zapier.com/app/login
2. Click on Create Zap or Make a New Zap. Don't forget to name the integration in the Name your Zap field.

Setting up the application to send data (Hotmart)

1. Search and select Hotmart in App Event - Search apps…
2. In the Trigger Event option, choose Transaction Event and click Continue.
3. In Choose account, you should choose the Hotmart account if you've already logged in or click Sign in to Hotmart to go through the authentication process. Click Continue after setting up the account.
   Important: if you have any questions, check out all the steps.
4. Select the Hotmart product you want to integrate.
5. In the Event field, choose the Approved event.
6. Give this setting a name in the Name of Setting field.
7. Click Continue.
8. Next, click on Test trigger and then Continue.

Setting up the application to receive data (Kajabi)

1. Search and select Kajabi integration in App Event - Search apps…
2. In the Action Event field, choose the option Grant Access to an Offer.
3. Click Continue.
4. If you are already logged in, choose the Kajabi account you'll use. If not, sign in to Kajabi.
5. In the new window, you'll need the API Key and API Secret to make the connection. If necessary, check out how the user can access this information on the Kajabi platform.
6. After authentication, click Continue.
7. In Set up action, choose the Kajabi Site you want to integrate with
8. In the Offer field, choose the offer you want to activate.
9. In Member Name, search and choose the Hotmart Buyer's Full Name (Producer Only) field from the list.
10. In Email, browse and select the Hotmart field called Buyer's email (Producer Only).
11. In External User ID, search and choose from the list Hotmart's option Buyer's email (Producer Only).
12. Select your choices in Send Offer Grant Email. If you select Yes, users will receive an email from Kajabi about their activation on the platform.
13. If you select No, no email will be sent.
14. Next, click Test & Continue. It's very important to check in Kajabi if the user has been properly registered.
15. If the test is successful, just click Turn on Zap.
16. Done! Your Hotmart integration with Kajabi is complete and ready to send user activation information to Kajabi. 

User inactivation on Kajabi

Follow the steps below to set up user inactivation in Kajabi's membership site.

It's worth noting that you'll have to set up two Zaps for this situation. One will be responsible for sending the data related to expired or overdue purchases, cancellations, refunds, or chargebacks.

The second setup will be responsible for sending the data related to subscription cancellations at Hotmart. These configurations will allow Kajabi to inactivate users in the situations described here.

Setting up the application to send data (Hotmart)

1. On the Zapier platform, click on Create Zap or Make a New Zap. Don't forget to name the integration in the Name your Zap field.
2. Search and select the Hotmart integration in App Event - Search apps…
3. In the Trigger Event option, choose Transaction Event and click Continue.
4. If you're already logged in, choose the Kajabi account you'll use. If you're not, access Sign in to Hotmart.
   Important: if you have any questions, check out all the steps.
5. After authentication, click Continue.
6. Select the Hotmart product you want to integrate.
7. In the Event field, select the events: Canceled, Expired, Refunded, Overdue and Chargeback.
8. In Name of Setting, give this setting a name.
9. Click Continue.
10. Next, click on Test trigger and then Continue.

Setting up the application to receive data (Kajabi)

1. Search and select Kajabi integration in App Event - Search apps…
2. In the Action Event field, choose the option Revoke Access to an Offer.
3. Click Continue.
4. If you are already logged in, choose the Kajabi account you'll use. If not, sign in to Kajabi.
5. In the new window, you'll need the API Key and API Secret to make the connection. If necessary, check out how the user can access this information on the Kajabi platform.
6. After authentication, click Continue.
7. In Set up action, choose the Site ID of the Kajabi site you want to integrate with.
8. In Offer, choose the offer you want to activate.
9. In External User ID, search and choose from the list Hotmart's option Buyer's email (Producer Only).
10. Click on Test & Continue.
    Important: you may have an error in your test if the user you chose to deactivate does not exist as an active user in Kajabi.
11. Next, click on Turn on Zap.
12. Done! Your Hotmart integration with Kajabi is complete and ready to send user deactivation information to Kajabi.

To create the second User Inactivation Zap, just change step 3 of the application setup to send data (Hotmart).

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

In short, you'll have three Zaps configured: one for user activation and two for deactivation on the Kajabi platform.