BirdSeed + CATS Integration

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Popular BirdSeed + CATS Workflows

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BirdSeed + CATS Integration

Create CATS contact for new BirdSeed contact form submission

When someone completes your BirdSeed, a new contact is automatically created in your CATS. This way, you can quickly follow up with the contact form submission and turn them into a customer!

Plus, all of the information from the BirdSeed is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a BirdSeed - CATS integration set up makes it easy to manage your customer relationships and grow your business.
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BirdSeed + CATS Integration

Create CATS task for new BirdSeed contact form submission

It's important to stay on top of your customer relationships, and one way to do that is to create CATS tasks for new BirdSeed contact form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that CATS task for new BirdSeed contact form submission received today - your customers will thank you for it!
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BirdSeed + CATS Integration

Create CATS task for new BirdSeed event

Creating task in CATS is a great way to keep track of task that need to be completed when an event is created in your BirdSeed account.

With the help of this integration, when an event is created, a task will be automatically created in CATS and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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BirdSeed + CATS Integration
1.
  • BirdSeed
    Contact form is submitted in BirdSeed Instant
  • BirdSeed
    Email is captured in BirdSeed Instant
  • BirdSeed
    Phone call request is created in BirdSeed Instant
  • BirdSeed
    Live chat request is created in BirdSeed
  • BirdSeed
    Live chat transcript is completed in BirdSeed Instant
  • BirdSeed
    Meeting is scheduled in BirdSeed
  • CATS
    Candidate is added to a job in CATS Instant
  • CATS
    Candidate is created in CATS Instant
  • CATS
    Job is created in CATS Instant
  • CATS
    Job status is changed in CATS Instant
  • CATS
    Candidate is updated in CATS Instant
  • CATS
    Pipeline is updated in CATS Instant
  • CATS
    User is updated in CATS Instant
  • CATS
    Contact is created in CATS Instant
  • CATS
    Contact status is changed in CATS Instant
  • CATS
    Contact is updated in CATS Instant
  • CATS
    Company status is changed in CATS Instant
  • CATS
    Company is updated in CATS Instant
  • CATS
    Company is created in CATS Instant
  • CATS
    Activity is created in CATS Instant
2.
  • CATS
    Create candidate in CATS
  • CATS
    Create job in CATS
  • CATS
    Search candidate in CATS
  • CATS
    Search company in CATS
  • CATS
    Search Job in CATS
  • CATS
    Create contact in CATS
  • CATS
    Search contact in CATS
  • CATS
    Create task in CATS
  • CATS
    Create company in CATS
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