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Peak Funnels + CATS Integration

Connect Peak Funnels to CATS - Automate your workflows in 1-click

Set up Peak Funnels automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of CATS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Peak Funnels & CATS using Integrately.

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Ready Workflows For Peak Funnels + CATS Integration

Just click on the workflow you want to automate

most-popular-automations

Create Peak Funnels contact for new CATS contact

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

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

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Create CATS contact from new Peak Funnels order

As an online store owner, you're likely using Peak Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Peak Funnels with CATS? This integration will allow you to automatically create a contact for each new order in CATS.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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Create CATS task for new Peak Funnels form response

It's important to stay on top of your customer relationships, and one way to do that is to create CATS tasks for new Peak Funnels form responses 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 Peak Funnels form response received today - your customers will thank you for it!

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Create CATS company for new Peak Funnels form response

Peak Funnels + CATS Integration

Create CATS task for new Peak Funnels contact

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

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 CATS task for new Peak Funnels 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 Peak Funnels 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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Create CATS company for new Peak Funnels contact

Peak Funnels + CATS Integration

Create CATS task for new Peak Funnels order

Peak Funnels + CATS Integration

When Booking is created in Peak Funnels > Check any condition > Create contact in CATS

Peak Funnels + CATS Integration

When Contact is created in CATS > Search contact in Peak Funnels > Check any condition > (If condition matches) > Update contact in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Search contact in Peak Funnels > Check any condition > (If condition matches) > Create contact in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Search contact in Peak Funnels > Check any condition > (If condition matches) > Create product in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Search contact in Peak Funnels > Check any condition > (If condition matches) > Update product in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Check any condition > Search contact in Peak Funnels > Check any condition > (If condition matches) > Update contact in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Check any condition > Search contact in Peak Funnels > Check any condition > (If condition matches) > Create contact in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Check any condition > Search contact in Peak Funnels > Check any condition > (If condition matches) > Create product in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Contact is created in CATS > Check any condition > Search contact in Peak Funnels > Check any condition > (If condition matches) > Update product in Peak Funnels > (Else) > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Form response is created in Peak Funnels > Check any condition > Create contact in CATS

Peak Funnels + CATS Integration

When Contact is created in CATS > Check condition > Create member in Peak Funnels

CATS + Peak Funnels Integration

When Form response is created in Peak Funnels > Create contact in CATS > Create task in CATS

Peak Funnels + CATS Integration

1of3

Create Your Own Peak Funnels & CATS Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Peak Funnels + CATS Integration

1.

Contact is created or updated in Peak Funnels
Triggers the automation whenever a contact is created or updated
Instant
Booking is created in Peak Funnels
Triggers the automation whenever a new booking is created
Instant
Order is created in Peak Funnels
Triggers the automation whenever a new order is created
Instant
Order is updated in Peak Funnels
Triggers the automation whenever any order is updated
Instant
Form response is created in Peak Funnels
Triggers the automation whenever a form is filled
Instant
Product is created in Peak Funnels
Triggers the automation whenever a new product is created
Instant
Product is updated in Peak Funnels
Triggers the automation whenever a product is updated
Instant
Candidate is added to a job in CATS
Triggers the automation whenever a candidate is added to a job
Instant
Candidate is created in CATS
Triggers the automation whenever a new candidate is added
Instant
Job is created in CATS
Triggers the automation whenever a new job is created
Instant
Job status is changed in CATS
Triggers the automation whenever the status of any job changes
Instant
Candidate is updated in CATS
Triggers the automation whenever a candidate profile is updated
Instant
Pipeline is updated in CATS
Triggers the automation whenever a pipeline is updated
Instant
User is updated in CATS
Triggers the automation whenever a user's information is updated
Instant
Contact is created in CATS
Triggers the automation whenever a new contact is created
Instant
Contact status is changed in CATS
Triggers the automation whenever a contact's status is changed
Instant
Contact is updated in CATS
Triggers the automation whenever a contact is updated
Instant
Company status is changed in CATS
Triggers the automation whenever a company's status is changed
Instant
Company is updated in CATS
Triggers the automation whenever a company is updated
Instant
Company is created in CATS
Triggers the automation whenever a new company is created
Instant
Activity is created in CATS
Triggers the automation whenever a new activity is created
Instant

2.

Delete contact in Peak Funnels
Automatically removes a contact from the address book
Search contact in Peak Funnels
Automatically finds and retrieves contact information
Update contact in Peak Funnels
Automatically updates contact information with new details
Create contact in Peak Funnels
Automatically adds a new contact to the database
Create product in Peak Funnels
Automatically generates and launch new products
Update product in Peak Funnels
Automatically updates product information
Search product in Peak Funnels
Automatically searches for a product
Create member in Peak Funnels
Automatically adds a new member to the system
Delete member in Peak Funnels
Automatically removes a member from the system
Update member in Peak Funnels
Automatically updates a member's information
Create member group in Peak Funnels
Automatically creates a new group of members
Update member group in Peak Funnels
Automatically updates the particular member group
Delete member group in Peak Funnels
Automatically deletes a member group
Create candidate in CATS
Automatically generates a new candidate profile
Create job in CATS
Automatically generates new job
Search candidate in CATS
Automatically searches through candidate profiles
Search company in CATS
Automatically find information about a company
Search Job in CATS
Automatically searches for a job
Create contact in CATS
Automatically adds a new contact to the database
Search contact in CATS
Automatically finds and retrieves contact information
Create task in CATS
Automatically creates a new task
Create company in CATS
Automatically generates a new company profile with given details

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Integrate Peak Funnels & CATS In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Peak Funnels or CATS With 1200+ Other Apps

Peak Funnels is the all-in-one platform for your business. With everything you need built right in, there's no need for costly plug-ins or integrations. It helps build high-converting sales funnels and engage with your clients in a whole new way.

See Peak Funnels Integrations

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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