CATS + HelloSign Integration

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

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

It's important to stay on top of your customer relationships, and one way to do that is to create CATS tasks for new HelloSign signature requests 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 HelloSign signature request received today - your customers will thank you for it!