InfluencerSoft + Projekly Integration

Connect InfluencerSoft to Projekly 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
  • Projekly
    Event is created in Projekly
  • Projekly
    Product is created in Projekly
  • Projekly
    Client is created in Projekly
  • Projekly
    Project is created in Projekly
  • Projekly
    Task is created in Projekly
  • Projekly
    Invoice is created in Projekly
  • Projekly
    Lead is created in Projekly
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2.

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Ready Workflows Ready Workflows   for InfluencerSoft + Projekly Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Projekly + InfluencerSoft Integration

Create InfluencerSoft customer for new Projekly client

If you're using Projekly 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 client is created in Projekly, 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 + Projekly Integration

Create Projekly client 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 Projekly client 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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InfluencerSoft + Projekly Integration

Create Projekly client 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' client information.

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

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 + Projekly Integration

Create Projekly task for new InfluencerSoft order

To stay on top of the new InfluencerSoft orders, task creation in Projekly is essential. For example, entering InfluencerSoft orders into inventory systems and keeping track of customers' shipping expectations can help streamline productivity. Additionally, setting up robust processes to ensure the timely delivery of goods and accurate order processing will keep customers satisfied.

With an organized system in place for managing InfluencerSoft orders, businesses will have an easier time reaching success. Finally, businesses must also stay up-to-date on trends and consumer behavior. By understanding customer interests and needs, project managers can better determine the resources necessary to meet their expectations.

This deepened level of insight will help ensure that businesses are providing customers with the best possible shopping experience. With these strategies in place, businesses will be well-equipped to manage their InfluencerSoft orders and stay competitive.
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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 Projekly Automations from
Integrately Community

Most popularmost-popular-automations
01
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly client
02
Projekly logo
Google Sheets logo
Create Google Sheets row for new Projekly task
03
Google Sheets logo
Projekly logo
Create Projekly client for new Google Sheets row
04
Google Sheets logo
Projekly logo
Create Projekly task for new Google Sheets row
05
Google Sheets logo
Projekly logo
Create Projekly employee for new Google Sheets row
cloud
Projekly
app integration
06
Projekly logo
Audienceful logo
Create Audienceful person for new Projekly client
07
Projekly logo
2Chat logo
Create 2Chat contact for new Projekly client
08
Projekly logo
2Chat logo
Send 2Chat message for new Projekly task
09
Projekly logo
2Chat logo
Send 2Chat message for new Projekly client
10
HappyFox logo
Projekly logo
Create Projekly task for new HappyFox ticket
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1
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2
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3
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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.
Projekly
Projekly
Projekly simplifies project management with tools for task tracking, team collaboration, and workflow automation. Streamline your business operations with Projekly’s all-in-one platform.