CATS + Crisp Integration

Connect CATS to Crisp - Automate your workflows in 1-click

Make use of CATS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Crisp automations to personalize customer journeys, automate email marketing communications, and resolve customer queries faster. Skip the manual back and forth! Easily automate the flow of data between CATS & Crisp using Integrately.
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Ready Workflows For CATS + Crisp Integration

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Crisp + CATS Integration

Create CATS contact for new Crisp contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Crisp - CATS integration, anytime a new Crisp contact is created, an CATS contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Crisp + CATS Integration

Create CATS task for new Crisp contact

In Crisp, when you create a contact, it automatically creates a task in CATS for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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CATS + Crisp Integration

Create Crisp contact for new CATS contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this CATS - Crisp integration, anytime a new CATS contact is created, an Crisp contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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CATS + Crisp Integration
1.
  • 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
  • Crisp
    Contact is created in Crisp

    Triggers the automation whenever a new contact is created

    Instant
  • Crisp
    Contact is updated in Crisp

    Triggers the automation whenever a contact is updated

    Instant
  • Crisp
    Message is received in Crisp

    Triggers the automation whenever a new message is received

    Instant
  • Crisp
    Conversation session is updated in Crisp

    Triggers the automation whenever a conversation session is updated

    Instant
  • Crisp
    Conversation custom data is updated in Crisp

    Triggers the automation whenever custom data is updated during a conversation

    Instant
  • Crisp
    Conversation status is changed in Crisp

    Triggers the automation whenever there is a change in the conversation status

    Instant
  • Crisp
    Message is sent in Crisp

    Triggers the automation whenever a new message is sent

    Instant
  • Crisp
    Conversation is created in Crisp

    Triggers the automation whenever a new conversation is created

    Instant
2.
  • 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

  • Crisp
    Create contact in Crisp

    Automatically adds a new contact to the database

  • Crisp
    Search contact in Crisp

    Automatically finds and retrieves contact information

  • Crisp
    Update contact in Crisp

    Automatically updates contact information with new details

  • Crisp
    Add a user event in Crisp

    Automatically adds a new user event

  • Crisp
    Search conversation in Crisp

    Automatically searches for keywords within a conversation

  • Crisp
    Set contact custom data in Crisp

    Automatically sets custom data for a contact

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