Raynet CRM + InfluencerSoft Integration

Integrate InfluencerSoft to Raynet CRM in one click, or tell Integrately AI how you want each order handled. Sync customer records, update pipeline deals, alert your sales team, and trigger follow-ups automatically.

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1.
  • Raynet CRM
    Person is created in Raynet CRM Instant
  • Raynet CRM
    Person is updated in Raynet CRM Instant
  • Raynet CRM
    Company is created in Raynet CRM Instant
  • Raynet CRM
    Company is updated in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is created in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is updated in Raynet CRM Instant
  • Raynet CRM
    Product is created in Raynet CRM Instant
  • Raynet CRM
    Product is updated in Raynet CRM Instant
  • Raynet CRM
    Project is created in Raynet CRM Instant
  • Raynet CRM
    Project is updated in Raynet CRM Instant
  • Raynet CRM
    Lead is created in Raynet CRM Instant
  • Raynet CRM
    Lead is updated in Raynet CRM Instant
  • Raynet CRM
    Order is created in Raynet CRM Instant
  • Raynet CRM
    Order is updated in Raynet CRM 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.
  • Raynet CRM
    Create BusinessCase in Raynet CRM
  • Raynet CRM
    Create project in Raynet CRM
  • Raynet CRM
    Search project in Raynet CRM
  • Raynet CRM
    Create person in Raynet CRM
  • Raynet CRM
    Search person in Raynet CRM
  • Raynet CRM
    Update person in Raynet CRM
  • Raynet CRM
    Create company in Raynet CRM
  • Raynet CRM
    Search company in Raynet CRM
  • Raynet CRM
    Update Company in Raynet CRM
  • Raynet CRM
    Create product in Raynet CRM
  • Raynet CRM
    Search product in Raynet CRM
  • Raynet CRM
    Create lead in Raynet CRM
  • Raynet CRM
    Search lead in Raynet CRM
  • Raynet CRM
    Update Lead in Raynet CRM
  • 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 InfluencerSoft + Raynet CRM Integration

Capture customer orders, create person records, update business cases, log products, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Raynet CRM + InfluencerSoft Integration

Create InfluencerSoft customer for new Raynet CRM person

If you're using Raynet CRM 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 person is created in Raynet CRM, 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 + Raynet CRM Integration

Create Raynet CRM 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 Raynet CRM 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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InfluencerSoft + Raynet CRM Integration

Create Raynet CRM businesscase for new InfluencerSoft customer

This automation makes it easy to create new businesscases in Raynet CRM when a new customer is created in InfluencerSoft. Just connect your accounts, and every time a new customer is created in InfluencerSoft, a new businesscase will automatically be created in Raynet CRM.

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 + Raynet CRM Integration

Create Raynet CRM 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 Raynet CRM? This integration will allow you to automatically create a person for each new order in Raynet CRM.

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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  • 1of2
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Connect more apps to your InfluencerSoft + Raynet CRM flow

Send customer details to marketing tools, manage enrollments, track payments, schedule meetings, notify team channels, and log data in spreadsheets. Pick a combination and activate it in one click.

Raynet CRM
InfluencerSoft
+
MailchimpMailchimp (4)
+
TeachableTeachable (4)
+
StripeStripe (4)
+
ZoomZoom (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
I
R
M
Add every new InfluencerSoft customer to Raynet CRM, and subscribe them in Mailchimp
New InfluencerSoft customers appear in Raynet CRM instantly and get added to your Mailchimp audience, so your marketing and sales lists stay in sync without manual entry.
I
R
M
When a customer is subscribed in InfluencerSoft, update Raynet CRM and add them to Mailchimp
Subscribers from InfluencerSoft are updated in Raynet CRM and added to your Mailchimp audience in real time.
I
R
M
When an InfluencerSoft order is paid, create a Raynet CRM business case and tag the Mailchimp subscriber
Paid store orders create business cases in Raynet CRM and apply specific tags in Mailchimp for targeted email campaigns.
I
R
M
If an InfluencerSoft order is cancelled, update Raynet CRM and unsubscribe the contact in Mailchimp
Cancelled store orders update your Raynet CRM records and automatically remove the customer from active Mailchimp lists.

Supported triggers and actions for Raynet CRM and InfluencerSoft

Mix and match to build the exact automation you need

Raynet CRM
Raynet CRM Triggers & Actions
Instant
Person is created in Raynet CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Raynet CRM
Triggers the automation when a person's profile is updated
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Instant
Company is created in Raynet CRM
Triggers the automation when a new company is created
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Instant
Company is updated in Raynet CRM
Triggers the automation when a company is updated
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Instant
BusinessCase is created in Raynet CRM
Triggers the automation when a new BusinessCase is created
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Instant
BusinessCase is updated in Raynet CRM
Triggers the automation when a BusinessCase is updated
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Instant
Product is created in Raynet CRM
Triggers the automation when a new product is created
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Instant
Product is updated in Raynet CRM
Triggers the automation when a product is updated
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Instant
Project is created in Raynet CRM
Triggers the automation when a new project is created
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Instant
Project is updated in Raynet CRM
Triggers the automation when a project is updated
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Instant
Lead is created in Raynet CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Raynet CRM
Triggers the automation when the lead information is updated
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Instant
Order is created in Raynet CRM
Triggers the automation when a new order is created
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Instant
Order is updated in Raynet CRM
Triggers the automation when any order is updated
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Create BusinessCase in Raynet CRM
Creates a new business case
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Create project in Raynet CRM
Creates a new project
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Search project in Raynet CRM
Searches for a project
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Create person in Raynet CRM
Generates a new person
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Search person in Raynet CRM
Retrieves information about a person
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Update person in Raynet CRM
Updates the information of a person
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Create company in Raynet CRM
Generates a new company profile with given details
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Search company in Raynet CRM
Finds information about a company
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Update Company in Raynet CRM
Updates company information
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Create product in Raynet CRM
Generates and launch new products
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Search product in Raynet CRM
Searches for a product
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Create lead in Raynet CRM
Generates new leads for potential customers
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Search lead in Raynet CRM
Retrieves information for a particular lead
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Update Lead in Raynet CRM
Updates the lead information
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InfluencerSoft
InfluencerSoft Triggers & Actions
Instant
Customer is subscribed in InfluencerSoft
Triggers the automation when a customer is subscribed
Try it →
Instant
Customer is unsubscribed in InfluencerSoft
Triggers the automation when a customer unsubscribes
Try it →
Instant
Order is created in InfluencerSoft
Triggers the automation when a new order is created
Try it →
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
Try it →
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
Try it →
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
Try it →
Update Subscriber in InfluencerSoft
Updates subscriber information
Try it →

What can you automate with InfluencerSoft + Raynet CRM?

Streamline your digital store operations and customer relationship management with ready-made automation workflows.

What you can automate?
🔄
Sync store orders to CRM person records
Automatically create a person record in Raynet CRM the moment an order is created in InfluencerSoft. Eliminate manual copy-pasting between your store and your customer database.
📋
Capture every submitted order field
Map customer names, emails, and purchase amounts into Raynet CRM business cases and contacts. Ensure your sales pipeline reflects complete buyer information.
🔔
Alert your team instantly on paid orders
Trigger instant team notifications in Slack or email whenever an InfluencerSoft order is paid. Keep sales and support staff informed of incoming revenue.
🔀
Route records based on order status
Perform different actions depending on whether an order is paid, prepaid, or cancelled. Update Raynet CRM deals and trigger appropriate follow-up steps.
📝
Keep CRM records up to date as data changes
Update existing Raynet CRM person profiles automatically when customer subscription details or contact information change in InfluencerSoft.
🔍
Prevent duplicate records during sync
Search existing Raynet CRM entries before creating new records, ensuring clean customer databases without redundant profiles.
💳
Handle refunds and cancellations smoothly
Update Raynet CRM business cases and customer statuses instantly when a moneyback is requested or an order is cancelled in InfluencerSoft.
📊
Extend your workflow with Google Sheets
Send store order details from InfluencerSoft to Raynet CRM, and automatically log every transaction row in Google Sheets for comprehensive reporting.
And much more...

Who is InfluencerSoft + Raynet CRM integration for?

Connecting InfluencerSoft and Raynet CRM helps sales teams, e-commerce managers, and business owners streamline customer management, track orders, and keep records instantly updated.

Revenue Analysts
Revenue Analysts
Sales Managers
Sales Managers
Client Success Leads
Client Success Leads
E-commerce Directors
E-commerce Directors
Sales Representatives
Sales Representatives
Operations Specialists
Operations Specialists
📈
Revenue Analysts
You're reviewing sales reports across platforms but your CRM totals only update when someone manually exports store orders, so the pipeline metrics you're presenting are always a few hours behind — with this integration, every new order lands in Raynet CRM instantly and your data stays current.
Sales Managers
You need to assign high-value buyers to reps immediately, but store purchases sit in InfluencerSoft until someone checks the dashboard, so leads go cold before outreach begins — automating both apps means every paid order creates a deal in Raynet CRM the moment checkout finishes.
📋
Client Success Leads
You answer to stakeholders who want immediate visibility into new course signups and customer onboarding status, but manual data entry leaves gaps in your tracking — this integration means every customer subscription updates your CRM records automatically for clear progress reporting.
🛒
E-commerce Directors
The volume of digital product purchases is too high for anyone to keep customer profiles updated by hand, leading to fragmented contact histories — connecting these apps means every order and customer detail syncs directly into Raynet CRM without manual intervention.
🤝
Sales Representatives
You own the follow-up process and depend on store administrators to hand over buyer contact details, causing frustrating delays in your outreach pipeline — automating these apps means every new customer profile appears in your CRM ready for immediate contact.
🗂️
Operations Specialists
You need a reliable audit history of every store transaction and customer status change, but manual entry results in missing records and mismatched profiles — integrating these apps means every order event populates your CRM with complete and accurate data.
Our team

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Why choose Integrately to automate Raynet CRM + InfluencerSoft

Build and manage your Raynet CRM + 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 Raynet CRM + 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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How Integrately Works?

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Frequently Asked Questions

How do I connect InfluencerSoft to Raynet CRM?
Frequently Asked Questions
You can connect InfluencerSoft to Raynet CRM in one click using pre-built workflows on Integrately. Select your trigger event in InfluencerSoft and your action in Raynet CRM, then ask Integrately AI to configure the automation.
Can I automatically create Raynet CRM records from InfluencerSoft orders?
Frequently Asked Questions
Can I connect InfluencerSoft, Raynet CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for InfluencerSoft and Raynet CRM?
Frequently Asked Questions
How does InfluencerSoft data sync with Raynet CRM?
Frequently Asked Questions
Can Raynet CRM update automatically when InfluencerSoft orders are paid?
Frequently Asked Questions
Do I need coding skills to automate InfluencerSoft and Raynet CRM?
Frequently Asked Questions
Is the InfluencerSoft and Raynet CRM integration free?
Frequently Asked Questions
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You Can Also Connect InfluencerSoft or Raynet CRM With 1500+ Other Apps

InfluencerSoft
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Raynet CRM
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Sync Raynet CRM with accounting, project management, and communication platforms to keep customer relationships working across your stack.