Sync your deals and inventory with Katana’s HubSpot integration
Integrate Katana with HubSpot to generate sales order imports from won deals. Streamline your manufacturing operations from sales to production and track all your key manufacturing data in one intuitive platform.
Integration
HubSpot
Website
Category
CRM
Type
Native
Documentation
HubSpot listing
Keep your sales and manufacturing data in sync
Bridge the gap between sales and manufacturing by automating deal imports from HubSpot Sales Hub to Katana. This integration makes it easy to manage your product recipes and ensure on-time purchasing of materials in line with real-time data from your sales CRM.
- Quick and easy setup — Connect Katana to your HubSpot Sales Hub in minutes — no coding required.
- Automated sales order imports — Import sales orders from HubSpot Sales Hub to visually manage order fulfillment and production.
- Trigger-based automation — Set up triggers that import orders as soon as you win a deal in your HubSpot account.
Features
Your sales, production, and fulfillment — aligned
Improve your sales and manufacturing workflows by integrating Katana with HubSpot. Enable your team to make informed decisions based on accurate inventory and production data.
Automate sales workflows with HubSpot deal triggers
Empower your team with a fully automated sales-to-manufacturing workflow. Reduce manual work, eliminate data silos, and ensure accurate order management across platforms.
- Effortless deal management — Create new deals, add line items, and update deal stages directly in HubSpot.
- One-click order conversion — Drag-and-drop deals to Closed Won to trigger automatic order creation in Katana.
- Seamless platform integration — Connect all your business tools like QuickBooks Online, Shopify, and more
Streamline order fulfillment and financial processes
Ensure smooth order processing, shipping, and invoicing by integrating Katana with HubSpot. From deal creation to final delivery, your teams have complete visibility and control over every step.
- Fast order fulfillment — Sales orders in Katana are ready for immediate processing, picking, and shipping, reducing lead times and improving efficiency.
- Live order status updates — Order status changes in Katana are automatically reflected in HubSpot’s deal view.
- Integrated invoicing — Katana syncs seamlessly with QuickBooks Online to ensure accurate financial tracking and streamlined accounting.
Integrate with the best ecommerce, accounting, reporting, and CRM apps out there
All your business tools — connected
Optimize your workflow with native and third-party integrations, automating data transfer between systems and reducing errors. Or build your own custom integrations using the open API for seamless data flow with other applications. Check out the API documentation for more details.
Get visibility over your sales and stock
Wave goodbye to uncertainty with Katana Cloud Inventory — AI-powered for total inventory control
