Solve CRM + InfluencerSoft Integration

Integrate InfluencerSoft to Solve CRM in one click, or tell Integrately AI how you want each order handled. Create a contact in Solve CRM, update subscriber details, alert your support team, and log customer info automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve 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 + Solve CRM Integration

Capture orders, create contacts, update subscribers, alert your team, and track customers, all in just one click.

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

Create InfluencerSoft customer for new Solve CRM contact

If you're using Solve 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 contact is created in Solve 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 + Solve CRM Integration

Create Solve CRM 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 Solve CRM? This integration will allow you to automatically create a contact for each new order in Solve 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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InfluencerSoft + Solve CRM Integration

Create Solve CRM 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 Solve CRM 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your InfluencerSoft + Solve CRM flow

Connect your favorite tools to handle follow-ups, sync spreadsheets, and alert teams right after your core automation finishes. Pick a combination and activate it in one click.

Solve CRM
InfluencerSoft
+
TeachableTeachable (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
T
S
I
Add every new Teachable enrollment to Solve CRM, and update the subscriber in InfluencerSoft
New Teachable students instantly appear in Solve CRM as contacts while InfluencerSoft updates subscriber records without manual data entry.
I
S
T
When an InfluencerSoft order is paid, create a company in Solve CRM and register the student in Teachable
Paid InfluencerSoft orders automatically generate Solve CRM company records and grant Teachable course access instantly.
T
S
I
Create a Solve CRM contact for every Teachable completion, and add the buyer to an InfluencerSoft group
Course completions in Teachable trigger Solve CRM contact updates and assign InfluencerSoft user groups automatically.
T
S
I
When a Teachable lecture is finished, update Solve CRM contacts and sync subscriber status in InfluencerSoft
Lecture progress in Teachable updates Solve CRM records and keeps InfluencerSoft subscriber data current.

Supported triggers and actions for Solve CRM and InfluencerSoft

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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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
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What can you automate with InfluencerSoft + Solve CRM?

Streamline your customer operations by connecting orders, subscriptions, contacts, and companies across platforms automatically.

What you can automate?
🔄
Create Solve CRM contacts from paid orders
Automatically generate a contact in Solve CRM the moment an order is paid in InfluencerSoft. Eliminate manual copy-pasting and ensure your service team has instant access to new buyers.
📋
Capture every submitted customer field
Map all available buyer details, product names, and billing parameters from InfluencerSoft directly into Solve CRM fields. Keep your customer records detailed and comprehensive.
🔔
Notify your team instantly on Slack
Trigger instant team notifications in Slack whenever a new customer is registered or an order status updates. Keep sales and support informed without checking dashboards constantly.
🔀
Route records based on order status
Send paid orders to your primary sales pipeline in Solve CRM while routing cancelled or refunded orders to your retention team automatically.
⏱️
Keep customer profiles up to date
Synchronize subscriber updates and profile modifications between InfluencerSoft and Solve CRM in real time. Prevent outdated information from stalling customer service.
🔍
Prevent duplicate records and entries
Search existing databases before creating new records, updating current Solve CRM contacts when repeat customers purchase new products in InfluencerSoft.
⚠️
Manage refunds and cancellations
Automatically update subscriber statuses in InfluencerSoft and adjust contact records in Solve CRM whenever an order is cancelled or refunded.
🔗
Extend your workflow to Google Sheets
Log every order, product creation, and subscriber event in Google Sheets alongside your Solve CRM updates for robust reporting and analysis.
And much more...

Who is InfluencerSoft + Solve CRM integration for?

Connecting InfluencerSoft and Solve CRM eliminates manual data entry, giving customer service and sales teams instant access to orders, subscriptions, and client records.

Performance marketers
Performance marketers
Customer support managers
Customer support managers
Operations leads
Operations leads
E-commerce store owners
E-commerce store owners
Sales representatives
Sales representatives
Customer success directors
Customer success directors
📈
Performance marketers
You're running campaigns across digital stores but your tracking sheet only updates when someone manually exports orders, so the revenue metrics you're optimising against are always a few hours behind — with this integration, every paid order lands in your records instantly and your data stays current.
Customer support managers
You manage client inquiries and service queues but customer account records are scattered across sales tools and store databases, so your team spends valuable minutes searching for order history — this integration means every new customer automatically populates your CRM with complete purchase context.
📊
Operations leads
You report on sales velocity and customer acquisition for leadership reviews, but manual handoffs between e-commerce platforms and CRMs cause constant reporting discrepancies — automating both apps means your dashboard metrics always match live store activity without manual auditing.
🛒
E-commerce store owners
You sell digital products and courses at high volume but find it impossible to keep customer profiles updated in your service platform by hand, leading to delayed onboarding — connecting these apps means every new buyer is registered and tracked in your CRM the second payment clears.
🤝
Sales representatives
You rely on timely lead handoffs to reach out to high-value buyers before interest cools, but manual notification delays cause missed opportunities — this integration means every new customer creates an immediate contact record so your sales team can engage without hesitation.
🗂️
Customer success directors
You need a reliable history of every client interaction and subscription milestone, but fragmented data storage leaves dangerous gaps in your customer timelines — automating both apps means every subscriber change and order event is logged accurately from day one.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Solve CRM + InfluencerSoft

Build and manage your Solve 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 Solve 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.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect InfluencerSoft to Solve CRM?
Frequently Asked Questions
You can connect InfluencerSoft to Solve CRM in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields for you alongside tools like Slack and Google Sheets.
Can I automatically create Solve CRM contacts from new InfluencerSoft orders?
Frequently Asked Questions
Can I connect InfluencerSoft, Solve CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for InfluencerSoft and Solve CRM?
Frequently Asked Questions
How does InfluencerSoft data synchronize with Solve CRM?
Frequently Asked Questions
Can Solve CRM trigger actions back into InfluencerSoft?
Frequently Asked Questions
Do I need coding skills to automate InfluencerSoft and Solve CRM?
Frequently Asked Questions
Is the InfluencerSoft and Solve CRM integration free?
Frequently Asked Questions
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You Can Also Connect InfluencerSoft or Solve CRM With 1500+ Other Apps

InfluencerSoft
Popular InfluencerSoft Integrations
Connect InfluencerSoft to e-commerce, payment, and email marketing platforms to manage orders and subscribers.
Solve CRM
Popular Solve CRM Integrations
Sync Solve CRM with support, communication, and project management tools to streamline team workflows.
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Solve CRM Integrations arrow right
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