Happierleads + CATS Integration

Connect Happierleads to CATS in 1 click

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Happierleads + CATS Integration

Create CATS contact for new Happierleads lead

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

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

Create CATS task for new Happierleads lead

It's important to stay on top of your customer relationships, and one way to do that is to create CATS tasks for new Happierleads leads 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 Happierleads lead received today - your customers will thank you for it!
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Happierleads + CATS Integration
1.
  • Happierleads
    New lead in Happierleads Instant
  • 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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