CATS + Optiin Integration

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CATS + Optiin Integration

Create Optiin contact for new CATS contact

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

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

Create CATS task for new Optiin contact

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

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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Optiin + CATS Integration

Create CATS task for new Optiin 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 Optiin 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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CATS + Optiin Integration
1.
  • 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
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin 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
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
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