CompanyHub + InfluencerSoft Integration

Integrate CompanyHub to InfluencerSoft in one click, or tell Integrately AI how you want each lead handled. Capture new subscriptions, add contacts to your pipeline, update sales records, and trigger follow-ups automatically.

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1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • 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.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub
  • 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 CompanyHub + InfluencerSoft Integration

Capture new subscriptions, create pipeline contacts, update sales records, notify your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
InfluencerSoft + CompanyHub Integration

Create CompanyHub record for new InfluencerSoft customer

When a new customer is created in your InfluencerSoft software, automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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InfluencerSoft + CompanyHub Integration

Create CompanyHub contact 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' contact information.

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

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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CompanyHub + InfluencerSoft Integration

Create InfluencerSoft customer for new CompanyHub record

Are you tired of manually creating InfluencerSoft customer for every new CompanyHub record? Well, there's a better way! With our new automation, you can automatically create InfluencerSoft customer for new CompanyHub records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic InfluencerSoft {{action.Contact} creation!
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CompanyHub + InfluencerSoft Integration

Create InfluencerSoft customer for new CompanyHub contact

If you're using CompanyHub to manage your sales leads, it's important to also use InfluencerSoft to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in CompanyHub, a corresponding customer will automatically be created in InfluencerSoft.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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InfluencerSoft + CompanyHub Integration

Create CompanyHub record for new InfluencerSoft order

With this InfluencerSoft - CompanyHub integration, whenever a new InfluencerSoft order is placed, a new CompanyHub record will be created for it. This simple automation will help you keep track of your orders and make sure that each one is processed properly.

You can even customize your CompanyHub spreadsheet to include whatever information you need, such as customer contact information, order details, and shipping information. This automation will save you time and ensure that your business runs smoothly.
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InfluencerSoft + CompanyHub Integration

Create CompanyHub deal for new InfluencerSoft customer

This automation makes it easy to create new deals in CompanyHub when a new customer is created in InfluencerSoft. Just connect your accounts, and every time a new customer is created in InfluencerSoft, a new deal will automatically be created in CompanyHub.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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InfluencerSoft + CompanyHub Integration

Create CompanyHub task for new InfluencerSoft customer

CompanyHub and InfluencerSoft are two powerful cloud-based tools that can be used to improve business productivity. Using this CompanyHub - InfluencerSoft integration, you can automatically create task in CompanyHub whenever a new customer is created in InfluencerSoft.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your CompanyHub + InfluencerSoft flow

Connect billing, email marketing, online stores, meetings, spreadsheets, and scheduling tools to extend your sales and e-commerce pipeline. Pick a combination and activate it in one click.

CompanyHub
InfluencerSoft
+
StripeStripe (4)
+
MailchimpMailchimp (3)
+
ShopifyShopify (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
I
S
C
Create a Stripe customer for every paid InfluencerSoft order, and add a sales order in CompanyHub
Paid InfluencerSoft orders instantly generate a customer in Stripe and a sales order in CompanyHub, eliminating manual record keeping.
I
S
C
Update the Stripe customer and CompanyHub record when a moneyback is requested in InfluencerSoft
Refund requests in InfluencerSoft automatically update your Stripe billing records and CompanyHub sales entries.
I
S
C
Update the Stripe subscription and CompanyHub deal when an InfluencerSoft order is cancelled
Cancelled InfluencerSoft orders immediately update your Stripe subscriptions and CompanyHub deals.
I
C
S
C
Use Claude to evaluate cancelled InfluencerSoft orders, update Stripe billing, and log notes in CompanyHub
Claude reviews cancellation details so Stripe and CompanyHub can be updated with structured context.

Supported triggers and actions for CompanyHub and InfluencerSoft

Mix and match to build the exact automation you need

CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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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
Try it →

What can you automate with CompanyHub + InfluencerSoft?

Streamline your sales pipeline and digital storefront operations with robust automated workflows.

What you can automate?
🔄
Sync every subscription and order instantly
Turn every new customer subscription or paid order in InfluencerSoft into a contact, deal, or sales order in CompanyHub without lifting a finger.
📋
Capture all custom form and checkout fields
Map every submitted checkout question and customer note into CompanyHub custom tables instead of just basic name and email details.
🔔
Alert your sales team immediately on new orders
Notify your account reps the second an InfluencerSoft order is paid so high-value buyers receive immediate personal outreach.
🔀
Route leads based on product purchase tiers
Send buyers to different CompanyHub pipelines or assign specific tasks depending on which digital product or course they purchase.
🔄
Keep customer profiles updated across systems
Automatically update contact details, custom fields, and account records in CompanyHub whenever subscription details change in InfluencerSoft.
🛡️
Prevent duplicate records and faulty entries
Search existing CompanyHub records before creating new contacts or deals, ensuring your database stays clean and free of duplicates.
Manage refunds and cancellations automatically
Update deal stages or remove access tags in CompanyHub the moment a customer requests a moneyback or cancels an order in InfluencerSoft.
🔌
Extend your sales flow to marketing and finance apps
Connect your core CompanyHub and InfluencerSoft workflow to Google Sheets, Stripe, or Mailchimp to handle accounting and email follow-ups.
And much more...

Who is CompanyHub + InfluencerSoft integration for?

Connecting CompanyHub and InfluencerSoft eliminates manual data entry between your sales pipelines and e-commerce orders, empowering teams to operate in real time.

Sales Operations Managers
Sales Operations Managers
Customer Success Leads
Customer Success Leads
Agency Account Directors
Agency Account Directors
E-commerce Store Owners
E-commerce Store Owners
Account Executives
Account Executives
Data Analysts
Data Analysts
📈
Sales Operations Managers
You're reviewing sales pipeline numbers in CompanyHub but your subscription counts only update when someone manually exports orders, so the conversion metrics you're reporting on are always a few hours behind — with this integration, every new InfluencerSoft order updates your pipeline instantly and your data stays current.
Customer Success Leads
You need to onboard buyers immediately after purchase, but subscription notifications sit unread in your inbox until it's too late to reach out proactively — with this integration, every new InfluencerSoft subscription creates a CompanyHub task instantly and your team engages clients on time.
📊
Agency Account Directors
You answer to clients who want daily revenue and contact reports pulled from your e-commerce store and CRM, but gathering the numbers by hand takes hours every morning — with this integration, every InfluencerSoft transaction flows directly into CompanyHub and your reporting stays accurate.
🛒
E-commerce Store Owners
The volume of digital product orders coming through InfluencerSoft is too high for anyone to keep up by hand, leading to missed customer profile updates in CompanyHub — with this integration, every order and subscriber record syncs automatically and your customer database remains error-free.
🤝
Account Executives
You depend on marketing teams to hand over new leads from digital product campaigns, but manual handoffs cause valuable sales opportunities to slip through the cracks — with this integration, every InfluencerSoft subscriber becomes a CompanyHub contact immediately and your pipeline never misses a lead.
📋
Data Analysts
You need a reliable history of customer orders and pipeline progression, but manual record-keeping keeps leaving frustrating gaps in your tracking tables — with this integration, every event in InfluencerSoft logs clean data into CompanyHub and your audit history is complete.
Our team

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Why choose Integrately to automate CompanyHub + InfluencerSoft

Build and manage your CompanyHub + 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 CompanyHub + 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.
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Frequently Asked Questions

How do I connect CompanyHub to InfluencerSoft?
Frequently Asked Questions
You can connect CompanyHub to InfluencerSoft in one click using ready-made templates on Integrately or ask Integrately AI to build the workflow for you. It takes minutes and requires no coding skills, linking your e-commerce store with popular tools like Stripe, Google Sheets, and Mailchimp.
Can I automatically sync my InfluencerSoft orders into CompanyHub contacts?
Frequently Asked Questions
Can I connect CompanyHub, InfluencerSoft, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and InfluencerSoft?
Frequently Asked Questions
How does CompanyHub handle customer records during syncs?
Frequently Asked Questions
How are InfluencerSoft orders tracked in automations?
Frequently Asked Questions
Do I need coding skills to automate CompanyHub and InfluencerSoft?
Frequently Asked Questions
Is the CompanyHub and InfluencerSoft integration free?
Frequently Asked Questions
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You Can Also Connect CompanyHub or InfluencerSoft With 1500+ Other Apps

CompanyHub
Popular CompanyHub Integrations
Connect CompanyHub to CRMs, email tools, and messaging platforms to manage and follow up on your sales pipeline.
InfluencerSoft
Popular InfluencerSoft Integrations
Sync InfluencerSoft with e-commerce, reporting, and marketing tools to keep digital product sales working across your stack.