Cross-platform connectivity

Catalytic’s integration ecosystem easily connects your existing systems.

Catalytic can be triggered to automatically start processes when new accounts, cases, leads or opportunities are added, or if there are changes to pre-existing deals. Additionally, Catalytic can look up, modify and create leads and accounts.

Actions

  • Look up an account
  • Look up a user
  • Update a case
  • Update a lead
  • Update an account
  • Create a contact

Use Cases

  • Manage follow-ups and handoffs across sales process
  • Look up an order in Netsuite and update Salesforce record accordingly
  • Update the owner of a record
  • Use a webform as a signup or registration form to create a contact in Salesforce
  • Work in test sandboxes and custom domains

Read the Catalytic help article on setting up our Salesforce integration >