SWELLEnterprise + CATS Integration

Connect SWELLEnterprise to CATS - Automate your workflows in 1-click

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Create SWELLEnterprise 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 - SWELLEnterprise integration, anytime a new CATS contact is created, an SWELLEnterprise 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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Create CATS contact for new SWELLEnterprise 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 SWELLEnterprise - CATS integration, anytime a new SWELLEnterprise 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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Create CATS company for new SWELLEnterprise company

SWELLEnterprise + CATS Integration

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Create CATS task for new SWELLEnterprise contact

In SWELLEnterprise, 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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When Contact is created in CATS > Check condition > Create contact in SWELLEnterprise

CATS + SWELLEnterprise Integration

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When Contact is created in CATS > Check condition > Create lead in SWELLEnterprise

CATS + SWELLEnterprise Integration

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When Contact is created in CATS > Check condition > Create subscriber in SWELLEnterprise

CATS + SWELLEnterprise Integration

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When Lead is created in SWELLEnterprise > Check condition > Create contact in CATS

SWELLEnterprise + CATS Integration

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to automate repetitive tasks between SWELLEnterprise & CATS

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Client is created in SWELLEnterprise Instant
Client is updated in SWELLEnterprise Instant
Client is deleted in SWELLEnterprise Instant
Lead is created in SWELLEnterprise Instant
Lead is updated in SWELLEnterprise Instant
Lead is deleted in SWELLEnterprise Instant
Invoice is created in SWELLEnterprise Instant
Invoice is updated in SWELLEnterprise Instant
Invoice is deleted in SWELLEnterprise Instant
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

Create client in SWELLEnterprise
Create opportunity in SWELLEnterprise
Create contact in SWELLEnterprise
Create board in SWELLEnterprise
Create campaign in SWELLEnterprise
Create event in SWELLEnterprise
Create vendor in SWELLEnterprise
Create lead in SWELLEnterprise
Create subscriber in SWELLEnterprise
Create candidate in CATS
Create job in CATS
Search candidate in CATS
Search company in CATS
Search Job in CATS
Create contact in CATS
Search contact in CATS
Create task in CATS
Create company in CATS

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Integrate SWELLEnterprise & CATS In 1 Click
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You Can Also Connect SWELLEnterprise or CATS With 1100+ Other Apps

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See SWELLEnterprise Integrations

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