CATS + Superchat Integration

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Superchat + CATS Integration

Create CATS contact for new Superchat 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 Superchat - CATS integration, anytime a new Superchat 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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Superchat + CATS Integration

Create CATS task for new Superchat contact

In Superchat, 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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CATS + Superchat Integration

Create Superchat 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 - Superchat integration, anytime a new CATS contact is created, an Superchat 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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CATS + Superchat 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
  • Superchat
    Note is created in Superchat Instant
  • Superchat
    Outbound message is created in Superchat Instant
  • Superchat
    Inbound message is created in Superchat Instant
  • Superchat
    Contact is updated in Superchat Instant
  • Superchat
    Contact is created in Superchat 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
  • Superchat
    Update contact in Superchat
  • Superchat
    Search contact in Superchat
  • Superchat
    Update conversation status in Superchat
  • Superchat
    Create note in Superchat
  • Superchat
    Add contact to contact list in Superchat
  • Superchat
    Create contact in Superchat
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