InfluencerSoft + Ontraport Integration

Integrate InfluencerSoft to Ontraport in one click, or tell Integrately AI how you want each order handled. Create contacts, log transactions, update customer profiles, and trigger follow-up campaigns automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
Arrow Right
2.
  • InfluencerSoft
    Add Lead To Group in InfluencerSoft
  • InfluencerSoft
    Unsubscribe Contact in InfluencerSoft
  • InfluencerSoft
    Update Subscriber in InfluencerSoft
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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Ready Workflows Ready Workflows for InfluencerSoft + Ontraport Integration

Sync paid orders, create CRM contacts, log transactions, update customer details, and trigger email marketing, all in just one click.

Most popular automationsmost-popular-automations
Ontraport + InfluencerSoft Integration

Create InfluencerSoft customer for new Ontraport response

Automatically creating InfluencerSoft customer for new Ontraport response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating InfluencerSoft customer can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Ontraport + InfluencerSoft Integration

Create InfluencerSoft customer for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new InfluencerSoft customer and Ontraport contact 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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InfluencerSoft + Ontraport Integration

Create Ontraport contact for new InfluencerSoft order

When a new InfluencerSoft order is placed, it's important to create a Ontraport contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Ontraport contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Ontraport contact for every InfluencerSoft order, you can maximize your chances of success with each customer.
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  • 1of3
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Connect more apps to your InfluencerSoft + Ontraport flow

Extend your e-commerce and CRM workflows by syncing payments, email lists, store data, webinars, spreadsheets, and team notifications. Pick a combination and activate it in one click.

InfluencerSoft
Ontraport
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
ZoomZoom (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
I
O
S
Create an Ontraport contact and Stripe customer whenever an InfluencerSoft order is created
New InfluencerSoft orders instantly create contacts in Ontraport and generate customer profiles in Stripe without manual data entry.
I
O
S
Record paid InfluencerSoft orders as Ontraport transactions and Stripe charges
Paid InfluencerSoft orders automatically generate Ontraport transactions and process charges through Stripe.
I
O
S
Update Ontraport subscriber details and Stripe records when an InfluencerSoft order is prepaid
Prepaid InfluencerSoft orders update subscriber profiles in Ontraport and log payment details in Stripe.
I
O
S
When an InfluencerSoft order is cancelled, update Ontraport and refund the Stripe charge
Cancelled InfluencerSoft orders update contact records in Ontraport and trigger refunds in Stripe.

Supported triggers and actions for InfluencerSoft and Ontraport

Mix and match to build the exact automation you need

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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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Search product by name in Ontraport
Finds a product based on its name
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Create product in Ontraport
Adds a new product to the system
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
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What can you automate with InfluencerSoft + Ontraport?

Streamline your digital product store and CRM workflows by automating data exchange across every customer touchpoint.

What you can automate?
🔄
Sync paid orders and CRM contacts
Automatically create Ontraport contacts and log transactions the moment a customer completes a purchase in InfluencerSoft. Eliminate duplicate data entry across your store and CRM.
📋
Capture every submitted form field
Map all submitted form responses and customer details into your CRM instead of only basic names and emails. Keep complete records for every lead and buyer.
🔔
Alert your team instantly on Slack
Notify sales and support channels the second a new order is paid or a refund is requested. Ensure rapid response times for high-value customer interactions.
🔀
Route leads based on custom fields
Trigger different follow-up campaigns or group assignments depending on the specific product purchased or form options selected by the customer.
📝
Keep destination records up to date
Automatically update subscriber profiles, contact details, and transaction statuses across both apps whenever customer information changes.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in your CRM before creating new records, ensuring clean subscriber databases and organized customer histories.
💸
Handle order cancellations and refunds
Automatically update contact statuses and log refund details when an order is cancelled or a moneyback request is processed.
📊
Extend your workflow to Google Sheets
Log every order, subscription event, and customer update in Google Sheets alongside your CRM to maintain a secondary audit trail for your team.
And much more...

Who is InfluencerSoft + Ontraport integration for?

Digital product sellers, course creators, and marketing teams use this integration to keep customer records, orders, and sales funnels perfectly synchronised without manual work.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
E-commerce store managers
E-commerce store managers
Operations coordinators
Operations coordinators
Finance specialists
Finance specialists
📈
Performance marketers
You're running digital product campaigns across multiple funnels but your analytics dashboard only updates when someone manually exports orders, so the conversion counts you're optimising against are always a few hours behind — with this integration, every paid order syncs instantly and your revenue data stays current.
Sales representatives
You rely on fast outreach when high-value course buyers purchase, but lead notifications arrive hours after checkout because data entry is manual — with this integration, every new order creates a CRM contact immediately and your team can follow up while intent is high.
🤝
Agency account managers
You report on customer acquisition metrics to stakeholders who expect real-time visibility into store transactions and subscriber growth — with this integration, every order updates your CRM and tracking sheets automatically so your reports are always accurate.
📦
E-commerce store managers
You process hundreds of digital product purchases daily and struggle to keep customer records and mailing lists aligned across platforms — with this integration, every customer subscription updates your CRM and email lists without manual CSV imports.
⚙️
Operations coordinators
You depend on upstream purchase data to trigger customer onboarding sequences and fulfillment tasks in your marketing stack — with this integration, every paid order flows straight into your CRM to kick off downstream workflows automatically.
📊
Finance specialists
You reconcile store orders and payment transactions manually and keep finding gaps between your sales platform and accounting records — with this integration, every financial event is logged accurately across your tools so your audit history is complete.
Our team

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Why choose Integrately to automate InfluencerSoft + Ontraport

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

1,500+ apps connected
1,500+ apps connected
Connect InfluencerSoft + Ontraport 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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How Integrately Works?

1
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Frequently Asked Questions

How do I connect InfluencerSoft to Ontraport?
Frequently Asked Questions
You can connect InfluencerSoft to Ontraport instantly using ready workflows or 1-click setup on Integrately. It links your e-commerce store and CRM seamlessly alongside tools like Stripe, Mailchimp, Shopify, Zoom, Google Sheets, and Slack.
Can I automatically sync paid InfluencerSoft orders to Ontraport contacts?
Frequently Asked Questions
Can I connect InfluencerSoft, Ontraport, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for InfluencerSoft and Ontraport?
Frequently Asked Questions
How does InfluencerSoft handle orders and customer data during integration?
Frequently Asked Questions
Can I update Ontraport contacts when an InfluencerSoft order is paid?
Frequently Asked Questions
Do I need coding skills to automate InfluencerSoft and Ontraport?
Frequently Asked Questions
Is the InfluencerSoft and Ontraport integration free?
Frequently Asked Questions
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You Can Also Connect InfluencerSoft or Ontraport With 1500+ Other Apps

InfluencerSoft
Popular InfluencerSoft Integrations
Connect InfluencerSoft to e-commerce, payment, and email tools to manage digital products and customer orders effectively.
Ontraport
Popular Ontraport Integrations
Sync Ontraport with CRM, support, and scheduling tools to streamline customer relationships and sales funnels.
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Ontraport Integrations arrow right
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