CATS + Salesforce Integration

Integrate CATS to Salesforce in one click, or tell Integrately AI how you want each candidate handled. Qualify applicants, update your CRM and records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for CATS + Salesforce Integration

Capture candidates, create leads, keep records updated, alert your hiring team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + CATS Integration

Create CATS contact for new Salesforce record

Automatically creating CATS contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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CATS + Salesforce Integration

Create Salesforce record for new CATS contact

When a new contact is created in your CATS, you can automatically create a record for them in your Salesforce. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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CATS + Salesforce Integration

Create Salesforce task for new CATS contact

In CATS, when you create a contact, it automatically creates a task in Salesforce 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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  • 1of3
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CATS + Salesforce flow

Connect your recruitment and CRM data with HR, marketing, messaging, and scheduling tools to streamline hiring operations. Pick a combination and activate it in one click.

CATS
Salesforce
+
BambooHRBambooHR (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
C
B
S
Add every new CATS candidate to your BambooHR directory, and create a lead in Salesforce
New CATS candidates appear in BambooHR as employee profiles and instantly generate Salesforce leads, eliminating manual data entry between your hiring and CRM tools.
C
B
S
When a job status changes in CATS, update the employee record in BambooHR and update the Salesforce opportunity
Job updates in CATS automatically trigger updates in BambooHR and Salesforce, ensuring accurate status tracking across all platforms without manual oversight.
C
B
S
Create a BambooHR time off request when a CATS candidate is updated, and log a task in Salesforce
Candidate availability changes in CATS automatically initiate onboarding preparations in BambooHR and create follow-up tasks in Salesforce.
C
B
S
Use Claude to evaluate CATS candidate notes, create an employee profile in BambooHR, and update Salesforce
Claude evaluates new CATS applicant details before creating structured employee records in BambooHR and updating Salesforce accounts automatically.

Supported triggers and actions for CATS and Salesforce

Mix and match to build the exact automation you need

CATS
CATS Triggers & Actions
Instant
Candidate is added to a job in CATS
Triggers the automation when a candidate is added to a job
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Instant
Candidate is created in CATS
Triggers the automation when a new candidate is added
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Instant
Job is created in CATS
Triggers the automation when a new job is created
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Instant
Job status is changed in CATS
Triggers the automation when the status of any job changes
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Instant
Candidate is updated in CATS
Triggers the automation when a candidate profile is updated
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Instant
Pipeline is updated in CATS
Triggers the automation when a pipeline is updated
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Instant
User is updated in CATS
Triggers the automation when a user's information is updated
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Instant
Contact is created in CATS
Triggers the automation when a new contact is created
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Instant
Contact status is changed in CATS
Triggers the automation when a contact's status is changed
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Instant
Contact is updated in CATS
Triggers the automation when a contact is updated
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Instant
Company status is changed in CATS
Triggers the automation when a company's status is changed
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Instant
Company is updated in CATS
Triggers the automation when a company is updated
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Instant
Company is created in CATS
Triggers the automation when a new company is created
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Instant
Activity is created in CATS
Triggers the automation when a new activity is created
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Create candidate in CATS
Generates a new candidate profile
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Create job in CATS
Generates new job
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Search candidate in CATS
Searches through candidate profiles
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Search company in CATS
Finds information about a company
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Search Job in CATS
Searches for a job
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Create contact in CATS
Adds a new contact to the database
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Search contact in CATS
Finds and retrieves contact information
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Create task in CATS
Creates a new task
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Create company in CATS
Generates a new company profile with given details
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Search record in Salesforce
Searches for a record within a given database
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Update record in Salesforce
Updates a record with new information
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with CATS + Salesforce?

Streamline your talent acquisition and CRM workflows by automating data transfers, updates, and team notifications.

What you can automate?
🔄
Sync candidate profiles across apps instantly
Automatically create Salesforce leads and contacts the moment new candidate profiles or applications are added in CATS. Eliminate double-entry and keep your candidate database fully synchronized.
📋
Capture every submitted applicant field
Map all candidate answers, custom fields, and resume details from CATS straight into corresponding Salesforce records. Ensure your CRM holds a complete picture of every applicant.
🔔
Alert hiring teams the second candidates arrive
Trigger instant team notifications in Slack or email as soon as new candidates complete applications or move to interview stages. Keep your recruiting pace fast and responsive.
🔀
Route candidates based on submitted job criteria
Apply conditional logic to send executive candidates to leadership channels and standard applicants to general queues. Ensure every profile routes to the right team member.
✏️
Keep CRM records updated when candidates change
Automatically update Salesforce leads, contacts, and opportunities whenever candidate details or job statuses change in CATS. Prevent outdated records from causing miscommunication.
🔍
Search and update instead of creating duplicates
Check if candidate records already exist in Salesforce before creating new entries. Update existing profiles with fresh CATS data to maintain a clean database.
📅
Manage interview milestones and status changes
Automatically update tasks, opportunities, and pipeline stages in Salesforce when candidate interviews are scheduled, completed, or cancelled in CATS.
🌐
Extend your workflow to messaging and scheduling tools
Connect your core CATS and Salesforce flow with Google Calendar, Gmail, or Calendly to schedule interviews and send automated candidate communications seamlessly.
And much more...

Who is CATS + Salesforce integration for?

Connecting CATS and Salesforce eliminates manual data entry between applicant tracking and CRM systems, giving recruiting and sales teams real-time pipeline visibility.

Talent acquisition leaders
Talent acquisition leaders
Recruiting managers
Recruiting managers
Client account partners
Client account partners
High-volume recruiting teams
High-volume recruiting teams
Sales development representatives
Sales development representatives
HR operations specialists
HR operations specialists
📈
Talent acquisition leaders
You report on hiring velocity and candidate conversion numbers every week, but your recruiting dashboard only updates when someone manually exports records, so the metrics you present are always outdated — with this integration, every new candidate updates your systems instantly and your data stays accurate.
Recruiting managers
You need to engage top-tier applicants the moment they apply, but notification delays mean you find out about qualified candidates hours later — with this integration, every submission triggers instant CRM updates and team alerts so you can act immediately.
🤝
Client account partners
You answer to hiring managers who want constant visibility into candidate progress, but manual status tracking leads to communication gaps — this integration means every pipeline stage change syncs automatically to keep stakeholders fully informed.
📊
High-volume recruiting teams
Your applicant volume is too high for anyone to keep up by hand, resulting in missed records and disconnected candidate profiles — automating both apps means every submission and task populates without manual intervention.
💼
Sales development representatives
You own the outreach phase and depend on recruiters to hand over candidate leads, but manual handoffs cause valuable prospects to slip through the cracks — connecting these apps means every qualified candidate reaches your CRM the second they are shortlisted.
🗂️
HR operations specialists
You need a reliable history of candidate interactions across all platforms, but manual data transfers keep leaving gaps in your audit logs — with this integration, every activity and status change is logged reliably from end to end.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate CATS + Salesforce

Build and manage your CATS + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CATS + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CATS to Salesforce?
Frequently Asked Questions
You can connect CATS to Salesforce instantly using 1-click automations on Integrately. Select a ready workflow, link your accounts, and let Integrately AI handle the setup process.
Can I automatically create Salesforce leads from new CATS candidates?
Frequently Asked Questions
Can I connect CATS, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CATS and Salesforce?
Frequently Asked Questions
How are candidate updates handled between CATS and Salesforce?
Frequently Asked Questions
Can job status changes in CATS update Salesforce records?
Frequently Asked Questions
Do I need coding skills to automate CATS and Salesforce?
Frequently Asked Questions
Is the CATS and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect CATS or Salesforce With 1500+ Other Apps

CATS
Popular CATS Integrations
Connect CATS to applicant tracking, HR, and communication tools to manage your recruitment pipeline effectively.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with marketing, analytics, and project management tools to keep business data working across your stack.