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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.

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InfluencerSoft to Retently

1

Added to List

Triggers when a lead is added to any list.
2

New Order

Triggers when a new order is created.
3

New Lead

Triggers when a new lead is created.
4

New Purchase

Triggers when a product is purchased.
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Retently to InfluencerSoft

1

Add Tag to Lead

Adds a tag to a lead. Note: the lead must already be created, or this will fail.
2

Create Order

Creates a new order.
3

Remove Tag From Lead

Removes a tag from a lead. Note: the lead must already be created, or this will fail.
4

Add/Update Lead

Adds a new lead to a list of your choosing. Can also be used to update an existing lead.
5

Remove Lead From List

Removes a lead from a list. Note: the lead must already be created, or this will fail.
6

Unsubscribe Lead

Unsubscribes a lead from your account. Note: the lead must already be created, or this will fail.

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