CATS + Checkvist Integration

Are you looking for a way to keep track of your sales process and create task for yourself in CATS? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in CATS for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

When you create a new contact in CATS, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with CATS and Checkvist!