Integrate InfluencerSoft with Retently
Trigger NPS/CSAT surveys after a lead converts to a customer or an order is completed, sync lead and customer data with Retently to maintain updated profiles, and use survey feedback to refine lead management and sales strategies.
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About InfluencerSoft
InfluencerSoft provides functionalities for managing leads and orders, allowing users to add tags to leads, create new orders, and track changes in lead status.
InfluencerSoft to Retently
Added to List
Triggers when a lead is added to any list.New Order
Triggers when a new order is created.New Lead
Triggers when a new lead is created.New Purchase
Triggers when a product is purchased.
Retently to InfluencerSoft
Add Tag to Lead
Adds a tag to a lead. Note: the lead must already be created, or this will fail.Create Order
Creates a new order.Remove Tag From Lead
Removes a tag from a lead. Note: the lead must already be created, or this will fail.Add/Update Lead
Adds a new lead to a list of your choosing. Can also be used to update an existing lead.Remove Lead From List
Removes a lead from a list. Note: the lead must already be created, or this will fail.Unsubscribe Lead
Unsubscribes a lead from your account. Note: the lead must already be created, or this will fail.Related blog posts
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