EngageBay CRM + CATS Integration

Connect EngageBay CRM to CATS - Automate your workflows in 1-click

Make use of EngageBay CRM and CATS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s EngageBay CRM + CATS integration.
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Ready Workflows For EngageBay CRM + CATS Integration

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most-popular-automations
CATS + EngageBay CRM Integration

Create EngageBay CRM contact for new CATS contact

If you're using CATS to manage your sales leads, it's important to also use EngageBay CRM 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 EngageBay CRM.

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

Create CATS contact for new EngageBay CRM contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new CATS contact and EngageBay CRM contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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EngageBay CRM + CATS Integration

Create CATS task for new EngageBay CRM contact

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

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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Create Your Own EngageBay CRM & CATS Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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EngageBay CRM + CATS Integration
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM

    Triggers the automation when a new contact is created

  • EngageBay CRM
    Contact is updated in EngageBay CRM

    Triggers the automation when a contact is updated

  • EngageBay CRM
    Owner is created in EngageBay CRM

    Triggers the automation when a new owner is created

  • EngageBay CRM
    Deal is created in EngageBay CRM

    Triggers the automation when a deal is created

  • EngageBay CRM
    Deal is updated in EngageBay CRM

    Triggers the automation when a deal is updated

  • EngageBay CRM
    Form is submitted in EngageBay CRM

    Triggers the automation when a form is filled

  • EngageBay CRM
    List is created in EngageBay CRM

    Triggers the automation when a new list is created

  • EngageBay CRM
    Company is created in EngageBay CRM

    Triggers the automation when a new company is created

  • EngageBay CRM
    Company is updated in EngageBay CRM

    Triggers the automation when a company is updated

  • CATS
    Candidate is added to a job in CATS

    Triggers the automation when a candidate is added to a job

    Instant
  • CATS
    Candidate is created in CATS

    Triggers the automation when a new candidate is added

    Instant
  • CATS
    Job is created in CATS

    Triggers the automation when a new job is created

    Instant
  • CATS
    Job status is changed in CATS

    Triggers the automation when the status of any job changes

    Instant
  • CATS
    Candidate is updated in CATS

    Triggers the automation when a candidate profile is updated

    Instant
  • CATS
    Pipeline is updated in CATS

    Triggers the automation when a pipeline is updated

    Instant
  • CATS
    User is updated in CATS

    Triggers the automation when a user's information is updated

    Instant
  • CATS
    Contact is created in CATS

    Triggers the automation when a new contact is created

    Instant
  • CATS
    Contact status is changed in CATS

    Triggers the automation when a contact's status is changed

    Instant
  • CATS
    Contact is updated in CATS

    Triggers the automation when a contact is updated

    Instant
  • CATS
    Company status is changed in CATS

    Triggers the automation when a company's status is changed

    Instant
  • CATS
    Company is updated in CATS

    Triggers the automation when a company is updated

    Instant
  • CATS
    Company is created in CATS

    Triggers the automation when a new company is created

    Instant
  • CATS
    Activity is created in CATS

    Triggers the automation when a new activity is created

    Instant
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM

    Adds a new contact to the contact list

  • EngageBay CRM
    Update contact in EngageBay CRM

    Updates contact information with new details

  • EngageBay CRM
    Search contact by email in EngageBay CRM

    Finds and retrieves contact information using their email address

  • EngageBay CRM
    Add tag to a contact in EngageBay CRM

    Adds a tag to a contact

  • EngageBay CRM
    Remove tag from contact in EngageBay CRM

    Untag the contact

  • EngageBay CRM
    Search contact in EngageBay CRM

    Finds and retrieves contact information

  • EngageBay CRM
    Add contact to a form in EngageBay CRM

    Adds a new contact to a form

  • EngageBay CRM
    Create a company in EngageBay CRM

    Creates a new company record

  • EngageBay CRM
    Search company in EngageBay CRM

    Finds information about a company

  • CATS
    Create candidate in CATS

    Generates a new candidate profile

  • CATS
    Create job in CATS

    Generates new job

  • CATS
    Search candidate in CATS

    Searches through candidate profiles

  • CATS
    Search company in CATS

    Finds information about a company

  • CATS
    Search Job in CATS

    Searches for a job

  • CATS
    Create contact in CATS

    Adds a new contact to the database

  • CATS
    Search contact in CATS

    Finds and retrieves contact information

  • CATS
    Create task in CATS

    Creates a new task

  • CATS
    Create company in CATS

    Generates a new company profile with given details

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Integrate EngageBay CRM & CATS In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect EngageBay CRM or CATS With 1200+ Other Apps

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EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.

See EngageBay CRM Integrations
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CATS is a simple and affordable applicant tracking system that enables you to track all your applicants in one place. It provides tools to manage the entire recruiting process from job postings to social media networks and generate customized reports.

See CATS Integrations

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