Referral Rock + CATS Integration

Connect Referral Rock to CATS - Automate your workflows in 1-click

Make use of Referral Rock and CATS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Referral Rock & CATS using Integrately.
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Ready Workflows For Referral Rock + CATS Integration

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CATS + Referral Rock Integration

Create Referral Rock 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 - Referral Rock integration, anytime a new CATS contact is created, an Referral Rock 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.
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Referral Rock + CATS Integration

Create CATS contact for new Referral Rock 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 Referral Rock - CATS integration, anytime a new Referral Rock contact is created, an CATS 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.
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Referral Rock + CATS Integration

Create CATS task for new Referral Rock contact

In Referral Rock, when you create a contact, it automatically creates a task in CATS for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Referral Rock + CATS Integration
1.
  • Referral Rock
    Member is created in Referral Rock

    Triggers the automation when a new member is added

    Instant
  • Referral Rock
    Member is updated in Referral Rock

    Triggers the automation when a member's profile is updated

    Instant
  • Referral Rock
    Referral is created in Referral Rock

    Triggers the automation when a referral is created

    Instant
  • Referral Rock
    Referral is updated in Referral Rock

    Triggers the automation when a referral is updated

    Instant
  • Referral Rock
    Reward is created in Referral Rock

    Triggers the automation when a reward is created

    Instant
  • Referral Rock
    Reward is updated in Referral Rock

    Triggers the automation when a reward is updated

    Instant
  • CATS
    Candidate is added to a job in CATS

    Triggers the automation when a candidate is added to a job

    Instant
  • CATS
    Candidate is created in CATS

    Triggers the automation when a new candidate is added

    Instant
  • CATS
    Job is created in CATS

    Triggers the automation when a new job is created

    Instant
  • CATS
    Job status is changed in CATS

    Triggers the automation when the status of any job changes

    Instant
  • CATS
    Candidate is updated in CATS

    Triggers the automation when a candidate profile is updated

    Instant
  • CATS
    Pipeline is updated in CATS

    Triggers the automation when a pipeline is updated

    Instant
  • CATS
    User is updated in CATS

    Triggers the automation when a user's information is updated

    Instant
  • CATS
    Contact is created in CATS

    Triggers the automation when a new contact is created

    Instant
  • CATS
    Contact status is changed in CATS

    Triggers the automation when a contact's status is changed

    Instant
  • CATS
    Contact is updated in CATS

    Triggers the automation when a contact is updated

    Instant
  • CATS
    Company status is changed in CATS

    Triggers the automation when a company's status is changed

    Instant
  • CATS
    Company is updated in CATS

    Triggers the automation when a company is updated

    Instant
  • CATS
    Company is created in CATS

    Triggers the automation when a new company is created

    Instant
  • CATS
    Activity is created in CATS

    Triggers the automation when a new activity is created

    Instant
2.
  • Referral Rock
    Add member in Referral Rock

    Adds a new member to the particular group or team

  • Referral Rock
    Search member in Referral Rock

    Searches for a member with

  • Referral Rock
    Add referral in Referral Rock

    Creates and track referrals with

  • Referral Rock
    Add potential invite in Referral Rock

    Sends invitations to potential contacts for upcoming events

  • Referral Rock
    Update referral in Referral Rock

    Updates referral information

  • Referral Rock
    Search referral in Referral Rock

    Searches for a referral

  • Referral Rock
    Search program in Referral Rock

    Searches for a program

  • Referral Rock
    Unsubscribe email in Referral Rock

    Removes email address from mailing list

  • CATS
    Create candidate in CATS

    Generates a new candidate profile

  • CATS
    Create job in CATS

    Generates new job

  • CATS
    Search candidate in CATS

    Searches through candidate profiles

  • CATS
    Search company in CATS

    Finds information about a company

  • CATS
    Search Job in CATS

    Searches for a job

  • CATS
    Create contact in CATS

    Adds a new contact to the database

  • CATS
    Search contact in CATS

    Finds and retrieves contact information

  • CATS
    Create task in CATS

    Creates a new task

  • CATS
    Create company in CATS

    Generates a new company profile with given details

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Referral Rock & CATS In 1 Click
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