Best Of
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Coming Soon 🗓️ | Gong & Chorus Integrations (Jan 2025)
Seamlessly integrate your Gong or Chorus data with Catalyst We're thrilled to announce that soon, you'll be able to seamlessly integrate your Gong or Chorus data with Catalyst, unlocking a wealth of …4 -
Released 🚀 | Cross-Object Queries in Playbooks (December 2024)
Cross-object querying capabilities are expanding to playbooks Coming in early December: We’re expanding the data available to power your Catalyst playbooks. With the upcoming release, we’ll be unlock…2 -
Coming Soon 🗓️ | Unsubscribe & Ad-hoc Email Send (H1 2025)
Email unsubscribe from marketing campaigns Coming in H1 2025, Catalyst will introduce support for email unsubscribing in playbooks. When building a playbook, admins will have the option to choose whe…1 -
Coming Soon 🗓️ | NPS & CSAT Surveys (Q1 2025)
Stay on top of customer sentiment with Catalyst-native sentiment surveys Coming soon, you will now be able to send NPS and CSAT surveys to your customers via email through Catalyst playbooks, gatheri…2 -
Is there a roadmap plan to Integrate with Chorus?
We use Chorus to record and track client calls. The tool is capable of creating both summaries and action registers we would like living in Catalyst. Currently, moving those summaries / action regist…1 -
Playbook Enrollment Visibility for Non-admin Users
We have several playbooks that are set up to automatically (and conditionally) email Main Contacts several times over a certain period of time. We have team members who are curious about who is enrol…2 -
Were other Catalyst customers experiencing performance issues over the last month (6/25 to now)?
Issue 1: Data Load Performance, Reported on 6/25 Users are not seeing any data in Catalyst. Symptoms: Every Segment is showing spinning wheel , then "Please add more filters, dataset is too larg…1 -
Pulling in Email Signatures from Salesforce user object
Is there a way to pull in AM's and CSM's email signatures and calendar links that live on the user object in salesforce? I'm not able to pull in the "user" object, but we have all our reps …1 -
Email Signature Image
Hi Catalyst Community - Do you have any tips/tricks/size recomendations to get an email signature image to properly display? I have tried multiple options and it continues to not display properly in …2 -
Making note fields required
I don't think this is currently an option, but we would like to make certain note fields required. Ideally you wouldn't be able to publish the note until a field (e.g. "Meeting Date") is po…1
