Convert Builder + CATS Integration

Connect Convert Builder to CATS - Automate your workflows in 1-click

Set up Convert Builder automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of CATS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Convert Builder & CATS using Integrately.
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Ready Workflows For Convert Builder + CATS Integration

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CATS + Convert Builder Integration

Create Convert Builder contact for new CATS contact

If you're using CATS to manage your sales leads, it's important to also use Convert Builder 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 CATS, a corresponding contact will automatically be created in Convert Builder.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Convert Builder + CATS Integration

Create CATS task for new Convert Builder contact

CATS and Convert Builder are two powerful cloud-based tools that can be used to improve business productivity. Using this CATS - Convert Builder integration, you can automatically create task in CATS whenever a new contact is created in Convert Builder.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Convert Builder + CATS Integration

Create CATS task for new Convert Builder 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 Convert Builder 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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Convert Builder + CATS Integration
1.
  • Convert Builder
    Form response is created in Convert Builder

    Triggers the automation whenever a form is filled

    Instant
  • Convert Builder
    Order is created in Convert Builder

    Triggers the automation whenever a new order is created

    Instant
  • Convert Builder
    Order is updated in Convert Builder

    Triggers the automation whenever any order is updated

    Instant
  • Convert Builder
    Product is created in Convert Builder

    Triggers the automation whenever a new product is created

    Instant
  • Convert Builder
    Product is updated in Convert Builder

    Triggers the automation whenever a product is updated

    Instant
  • Convert Builder
    Booking is created in Convert Builder

    Triggers the automation whenever a new booking is created

    Instant
  • Convert Builder
    Contact is created or updated in Convert Builder

    Triggers the automation whenever a contact is created or updated

    Instant
  • CATS
    Candidate is added to a job in CATS

    Triggers the automation whenever a candidate is added to a job

    Instant
  • CATS
    Candidate is created in CATS

    Triggers the automation whenever a new candidate is added

    Instant
  • CATS
    Job is created in CATS

    Triggers the automation whenever a new job is created

    Instant
  • CATS
    Job status is changed in CATS

    Triggers the automation whenever the status of any job changes

    Instant
  • CATS
    Candidate is updated in CATS

    Triggers the automation whenever a candidate profile is updated

    Instant
  • CATS
    Pipeline is updated in CATS

    Triggers the automation whenever a pipeline is updated

    Instant
  • CATS
    User is updated in CATS

    Triggers the automation whenever a user's information is updated

    Instant
  • CATS
    Contact is created in CATS

    Triggers the automation whenever a new contact is created

    Instant
  • CATS
    Contact status is changed in CATS

    Triggers the automation whenever a contact's status is changed

    Instant
  • CATS
    Contact is updated in CATS

    Triggers the automation whenever a contact is updated

    Instant
  • CATS
    Company status is changed in CATS

    Triggers the automation whenever a company's status is changed

    Instant
  • CATS
    Company is updated in CATS

    Triggers the automation whenever a company is updated

    Instant
  • CATS
    Company is created in CATS

    Triggers the automation whenever a new company is created

    Instant
  • CATS
    Activity is created in CATS

    Triggers the automation whenever a new activity is created

    Instant
2.
  • Convert Builder
    Create contact in Convert Builder

    Automatically adds a new contact to the database

  • Convert Builder
    Delete contact in Convert Builder

    Automatically removes a contact from the address book

  • Convert Builder
    Update product in Convert Builder

    Automatically updates product information

  • Convert Builder
    Search contact in Convert Builder

    Automatically finds and retrieves contact information

  • Convert Builder
    Update contact in Convert Builder

    Automatically updates contact information with new details

  • Convert Builder
    Create product in Convert Builder

    Automatically generates and launch new products

  • Convert Builder
    Create member in Convert Builder

    Automatically adds a new member to the system

  • Convert Builder
    Delete member in Convert Builder

    Automatically removes a member from the system

  • Convert Builder
    Update member in Convert Builder

    Automatically updates a member's information

  • Convert Builder
    Search product in Convert Builder

    Automatically searches for a product

  • Convert Builder
    Create member group in Convert Builder

    Automatically creates a new group of members

  • Convert Builder
    Update member group in Convert Builder

    Automatically updates the particular member group

  • Convert Builder
    Delete member group in Convert Builder

    Automatically deletes a member group

  • CATS
    Create candidate in CATS

    Automatically generates a new candidate profile

  • CATS
    Create job in CATS

    Automatically generates new job

  • CATS
    Search candidate in CATS

    Automatically searches through candidate profiles

  • CATS
    Search company in CATS

    Automatically find information about a company

  • CATS
    Search Job in CATS

    Automatically searches for a job

  • CATS
    Create contact in CATS

    Automatically adds a new contact to the database

  • CATS
    Search contact in CATS

    Automatically finds and retrieves contact information

  • CATS
    Create task in CATS

    Automatically creates a new task

  • CATS
    Create company in CATS

    Automatically generates a new company profile with given details

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Integrate Convert Builder & CATS In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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