InfluencerSoft + Insightly Integration

Connect InfluencerSoft to Insightly in 1 click

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1.
  • 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
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.

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Ready Workflows Ready Workflows   for InfluencerSoft + Insightly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
InfluencerSoft + Insightly Integration

Create Insightly 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 Insightly? This integration will allow you to automatically create a contact for each new order in Insightly.

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 + Insightly Integration

Create Insightly opportunity for new InfluencerSoft customer

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

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 + Insightly Integration

Create Insightly task for new InfluencerSoft customer

Insightly and InfluencerSoft are two powerful cloud-based tools that can be used to improve business productivity. Using this Insightly - InfluencerSoft integration, you can automatically create task in Insightly 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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InfluencerSoft + Insightly Integration

Create Insightly contact 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 Insightly contact 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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Automations

Top 10 Most Popular InfluencerSoft Automations from
Integrately Community

Just click on the workflow you want to automate

Convert Box logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convert Box visitor
Activate
WordPress logo
InfluencerSoft logo
Create InfluencerSoft customer for new WordPress user
Activate
Marquiz logo
InfluencerSoft logo
Create InfluencerSoft customer for new Marquiz lead
Activate
Elementor Forms logo
InfluencerSoft logo
Create InfluencerSoft customer for new Elementor Forms form submission
Activate
Thrive Leads logo
InfluencerSoft logo
Create InfluencerSoft customer for new Thrive Leads lead
Activate
Convert Box logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convert Box visitor
Activate
WordPress logo
InfluencerSoft logo
Create InfluencerSoft customer for new WordPress user
Activate
Marquiz logo
InfluencerSoft logo
Create InfluencerSoft customer for new Marquiz lead
Activate
Elementor Forms logo
InfluencerSoft logo
Create InfluencerSoft customer for new Elementor Forms form submission
Activate
Thrive Leads logo
InfluencerSoft logo
Create InfluencerSoft customer for new Thrive Leads lead
Activate
GroovePages logo
InfluencerSoft logo
Create InfluencerSoft customer for new GroovePages response
Activate
Autopilot logo
InfluencerSoft logo
Create InfluencerSoft customer for new Autopilot contact
Activate
involve.me logo
InfluencerSoft logo
Create InfluencerSoft customer for new involve.me participant
Activate
Convertful logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convertful form submission
Activate
Activechat logo
InfluencerSoft logo
Create InfluencerSoft customer for new Activechat response
Activate
GroovePages logo
InfluencerSoft logo
Create InfluencerSoft customer for new GroovePages response
Activate
Autopilot logo
InfluencerSoft logo
Create InfluencerSoft customer for new Autopilot contact
Activate
involve.me logo
InfluencerSoft logo
Create InfluencerSoft customer for new involve.me participant
Activate
Convertful logo
InfluencerSoft logo
Create InfluencerSoft customer for new Convertful form submission
Activate
Activechat logo
InfluencerSoft logo
Create InfluencerSoft customer for new Activechat response
Activate

Top 10 Most Popular Insightly Automations from
Integrately Community

Most popularmost-popular-automations
01
Insightly logo
ClickUp logo
Create ClickUp task for new Insightly task
02
Autopilot logo
Insightly logo
Create Insightly opportunity for new Autopilot contact
03
Insightly logo
Google Calendar logo
Create Google Calendar event for new Insightly task
04
Elementor Forms logo
Insightly logo
Create Insightly contact for new Elementor Forms form submission
05
CompanyHub logo
Insightly logo
Create Insightly contact for new CompanyHub contact
cloud
Insightly
app integration
06
GetResponse logo
Insightly logo
Create Insightly contact for new GetResponse contact
07
Woodpecker.co logo
Insightly logo
Create opportunity in Insightly for Link is clicked in Woodpecker.co
08
Insightly logo
WhatsApp logo
Send WhatsApp message for new Insightly task
09
Ontraport logo
Insightly logo
Create Insightly contact for new Ontraport response
10
Wufoo logo
Insightly logo
Create Insightly contact for new Wufoo form submission
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InfluencerSoft
InfluencerSoft
InfluencerSoft is a complete e-commerce solution for selling digital products & courses. It helps you build your own online store, manage orders, keep track of your inventory and much more.
Insightly
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.