Create PerfexCRM customer for new CATS company
CATS + PerfexCRM Integration
PerfexCRM + CATS Integration
Connect PerfexCRM to CATS in 1 click
Free forever.Use premium features free for 14 days.1.
Candidate is added to a job in CATS Instant- Candidate is created in CATS Instant
- Job is created in CATS Instant
- Job status is changed in CATS Instant
- Candidate is updated in CATS Instant
- Pipeline is updated in CATS Instant
- User is updated in CATS Instant
- Contact is created in CATS Instant
- Contact status is changed in CATS Instant
- Contact is updated in CATS Instant
- Company status is changed in CATS Instant
- Company is updated in CATS Instant
- Company is created in CATS Instant
- Activity is created in CATS Instant
2.
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Create PerfexCRM contact for new CATS contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CATS - PerfexCRM integration, anytime a new CATS contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this CATS - PerfexCRM integration, anytime a new CATS contact is created, an PerfexCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in CATS > Check condition > Add staff in PerfexCRM
CATS + PerfexCRM Integration
When Contact is created in CATS > Check condition > Create lead in PerfexCRM
CATS + PerfexCRM Integration
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Top 10 Most Popular PerfexCRM Automations from
Integrately Community
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Create PerfexCRM contact for new WordPress user
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Create PerfexCRM contact for new WordPress user
Create PerfexCRM contact for new Elementor Forms form submission
Create PerfexCRM contact for new WPForms form submission
Create PerfexCRM contact for new WHMCS contact
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Create PerfexCRM customer for new Microsoft Excel row
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Create PerfexCRM customer for new Microsoft Excel row
Create PerfexCRM contact for new Square customer
Create PerfexCRM contact for new Notion database item
Create PerfexCRM contact for new Microsoft Excel row
Create PerfexCRM contact for new PostgreSQL row
Top 10 Most Popular CATS Automations from
Integrately Community
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02
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04
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Most popular
01
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02
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03
Create CATS contact for new Salesforce record
04
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05
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06
Create CATS contact for new EasyCSV data
07
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Create CATS contact from new Shoplazza customer
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You Can Also Connect PerfexCRM or CATS With 1400+ Other Apps
PerfexCRM
PerfexCRM is designed for small businesses and freelancers. It brings together everything that you need to manage your clients, projects, tasks, sales, support and communication in one place.
CATS
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.
