Cloze + InfluencerSoft Integration

Integrate Cloze to InfluencerSoft in one click, or tell Integrately AI how you want each order handled. Add customers to your CRM, update subscription details, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
  • InfluencerSoft
    Customer is subscribed in InfluencerSoft Instant
  • InfluencerSoft
    Customer is unsubscribed in InfluencerSoft Instant
  • InfluencerSoft
    Order is created in InfluencerSoft Instant
  • InfluencerSoft
    Order is paid in InfluencerSoft Instant
  • InfluencerSoft
    Order is cancelled in InfluencerSoft Instant
  • InfluencerSoft
    Order is prepaid in InfluencerSoft Instant
  • InfluencerSoft
    Product is created in InfluencerSoft
  • InfluencerSoft
    Moneyback is requested in InfluencerSoft Instant
Arrow Right
2.
  • Cloze
    Create person in Cloze
  • Cloze
    Update person in Cloze
  • Cloze
    Create note in Cloze
  • Cloze
    Create communication in Cloze
  • Cloze
    Create to do in Cloze
  • Cloze
    Update company in Cloze
  • Cloze
    Create company in Cloze
  • Cloze
    Create timeline event in Cloze
  • Cloze
    Create project in Cloze
  • Cloze
    Update project in Cloze
  • InfluencerSoft
    Add Lead To Group in InfluencerSoft
  • InfluencerSoft
    Unsubscribe Contact in InfluencerSoft
  • InfluencerSoft
    Update Subscriber in InfluencerSoft

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Ready Workflows Ready Workflows for Cloze + InfluencerSoft Integration

Capture orders, organise customer lists, keep profiles updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
InfluencerSoft + Cloze Integration

Create Cloze person from new InfluencerSoft order

As an online store owner, you're likely using InfluencerSoft to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' person information.

But did you know that you can easily integrate InfluencerSoft with Cloze? This integration will allow you to automatically create a person for each new order in Cloze.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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InfluencerSoft + Cloze Integration

Create Cloze person for new InfluencerSoft customer

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Cloze person and InfluencerSoft customer can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Cloze + InfluencerSoft flow

Connect more of your favorite tools to capture orders, update records, and keep teams aligned. Pick a combination and activate it in one click.

Cloze
InfluencerSoft
+
StripeStripe (3)
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
TeachableTeachable (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
S
C
I
Add every paid Stripe charge as a person in Cloze, and update the subscriber in InfluencerSoft
Paid Stripe charges instantly create a person in Cloze and update the subscriber in InfluencerSoft, eliminating manual data entry.
S
C
I
When a Stripe subscription is created, create a person in Cloze and add the lead to a group in InfluencerSoft
New Stripe subscriptions automatically create Cloze contacts and assign InfluencerSoft groups instantly.
S
C
I
When a Stripe customer is updated, update the person in Cloze and update the subscriber in InfluencerSoft
Stripe customer updates instantly sync your Cloze person records and InfluencerSoft subscriber details.

Supported triggers and actions for Cloze and InfluencerSoft

Mix and match to build the exact automation you need

Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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InfluencerSoft
InfluencerSoft Triggers & Actions
Instant
Customer is subscribed in InfluencerSoft
Triggers the automation when a customer is subscribed
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Instant
Customer is unsubscribed in InfluencerSoft
Triggers the automation when a customer unsubscribes
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Instant
Order is created in InfluencerSoft
Triggers the automation when a new order is created
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Instant
Order is paid in InfluencerSoft
Triggers the automation when payment is made for any order
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Instant
Order is cancelled in InfluencerSoft
Triggers the automation when an order is cancelled
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Instant
Order is prepaid in InfluencerSoft
Triggers the automation when payment for any order is made in advance
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Product is created in InfluencerSoft
Triggers the automation when a new product is created
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Instant
Moneyback is requested in InfluencerSoft
Triggers the automation when a customer asks for a refund
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Add Lead To Group in InfluencerSoft
Assigns a lead to a group or category within your crm system
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Unsubscribe Contact in InfluencerSoft
Removes contact from mailing list
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Update Subscriber in InfluencerSoft
Updates subscriber information
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What can you automate with Cloze + InfluencerSoft?

Streamline your customer data and e-commerce workflows with powerful ready-made automations.

What you can automate?
🔄
Sync paid orders to your relationship manager
Create a person in Cloze automatically the moment an order is paid in InfluencerSoft. Eliminate manual copy-pasting between your e-commerce store and CRM.
📊
Capture every customer detail and subscription field
Map all available InfluencerSoft order and subscription data into your Cloze records. Ensure your relationship profiles contain complete transaction history.
🔔
Alert your team when high-value orders arrive
Notify team members immediately via Cloze tasks or timeline events when a customer completes a purchase in InfluencerSoft, ensuring fast follow-up.
🔀
Route subscribers based on order status
Add leads to specific groups in InfluencerSoft or create projects in Cloze depending on whether an order is prepaid, paid, or cancelled.
🔄
Keep customer profiles up to date across apps
Automatically update Cloze person records whenever customer information or subscriber status changes in InfluencerSoft.
👥
Prevent duplicate records and manage contacts
Update existing subscribers in InfluencerSoft and update matching persons in Cloze instead of creating messy duplicate profiles.
Handle refunds, cancellations, and moneybacks
Trigger automated updates in Cloze when an InfluencerSoft order is cancelled or a moneyback is requested, keeping your pipeline accurate.
🌐
Extend your workflow with powerful apps
Connect Cloze and InfluencerSoft with Google Sheets, Stripe, or Mailchimp to build multi-step operational pipelines.
And much more...

Who is Cloze + InfluencerSoft integration for?

Connecting Cloze and InfluencerSoft helps sales, marketing, and support teams eliminate manual data entry and keep customer records perfectly aligned across platforms.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
E-commerce founders
E-commerce founders
Customer success leads
Customer success leads
Operations leads
Operations leads
📈
Performance marketers
You report on digital product campaign revenue and decide budgets from it, but your customer numbers are always stale because orders are exported by hand — this integration means every new InfluencerSoft order syncs to your Cloze profile instantly and your data stays current.
Sales reps
You need to act fast when high-value digital product purchases occur, and you find out too late because store notifications sit unread in separate inboxes — this integration means every paid InfluencerSoft order creates a person in Cloze immediately and your team engages leads without delay.
🤝
Account managers
You answer to clients or stakeholders who want to see onboarding progress and contact engagement, but pulling records manually leaves gaps — this integration means every Cloze person update and InfluencerSoft subscription event logs automatically and your reporting is always complete.
🛒
E-commerce founders
The order volume is too high for anyone to keep customer relationship records updated by hand, leading to fragmented contact histories — this integration means every InfluencerSoft subscription and order flows straight into Cloze and your CRM stays fully populated.
🎯
Customer success leads
You own the onboarding stage and depend on someone upstream to hand over customer purchase data from the store platform — this integration means every InfluencerSoft transaction triggers a Cloze project creation and your onboarding workflow begins seamlessly.
📋
Operations leads
You need a reliable audit history of every customer interaction and purchase, but manual entry creates missing records — this integration means every Cloze communication and InfluencerSoft order syncs instantly and your historical logs remain flawless.
Our team

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Why choose Integrately to automate Cloze + InfluencerSoft

Build and manage your Cloze + InfluencerSoft automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cloze + InfluencerSoft with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Cloze to InfluencerSoft?
Frequently Asked Questions
You can connect Cloze to InfluencerSoft in one click using ready-made templates on Integrately. Select a workflow, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Cloze contacts when an InfluencerSoft order is paid?
Frequently Asked Questions
Can I connect Cloze, InfluencerSoft, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and InfluencerSoft?
Frequently Asked Questions
How does Cloze handle customer contact updates from InfluencerSoft?
Frequently Asked Questions
How does InfluencerSoft manage subscriber group updates from Cloze?
Frequently Asked Questions
Do I need coding skills to integrate Cloze and InfluencerSoft?
Frequently Asked Questions
Is the Cloze and InfluencerSoft integration free?
Frequently Asked Questions
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You Can Also Connect Cloze or InfluencerSoft With 1500+ Other Apps

Cloze
Popular Cloze Integrations
Connect Cloze with CRMs, communication tools, and spreadsheets to keep professional relationships organized.
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InfluencerSoft
Popular InfluencerSoft Integrations
Sync InfluencerSoft with marketing, analytics, and support platforms to manage digital product sales.