Connect to HubSpot to import deals and related data into Katana

HubSpot Sales Hub is one of the most popular CRM tools out there, helping businesses manage prospects, automate tasks, and close more deals. Manufacturing businesses using HubSpot Sales CRM for sales can now import their deal-related data into Katana via Make. With this integration, you can:

• Import HubSpot Sales Hub deals as sales orders in Katana
• Import related product and customer data to keep your sales and manufacturing data in sync

How to integrate Katana with HubSpot

To connect your HubSpot Sales Hub and Katana accounts, you’ll need to create a Scenario in Make that will watch for new data in your Katana or HubSpot accounts. Next, set up the modules with your desired end-result, and Make will execute the task for you.

Our team has tried and tested the following workflows with HubSpot and built a template for you to make getting started as easy as possible:

• Sales order imports — Creates a new sales order in Katana when a deal is won in HubSpot Sales Hub and imports related customer and product data. Learn more about this template.

More automation news coming soon

Our team is continuously testing other Make integrations to find new ways you can automate your manufacturing business. Keep an eye out for more news, and if you need any help setting up these new workflows, please get in touch with our support team.

What is Make?

Make is a powerful tool that allows users to automate workflows between different services and software in a matter of minutes without the help of a developer. Katana’s integration with Make is built on our API and is available to all customers. You can also use our open API to create custom workflows and build your own integrations without hiring a development team.

Learn more about how to use Make by visiting our Knowledge Base. If you have any questions about our HubSpot, Make, or other integrations, our team is always here to help via email or live chat.

Happy integrating!