Keep your sales and manufacturing data in sync with Katana + Salesforce

Bridge the gap between sales and manufacturing by automating sales imports from Salesforce 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.

  • Connect Katana to your Salesforce CRM in minutes, no coding required
  • Import sales orders from Salesforce to visually manage order fulfillment and production
  • Set up triggers that import orders as soon as you close a sale or create a sales order in your Salesforce account
Integration:

Salesforce

WEBSITE:
Category:

CRM

Type:

Third-party

Documentation

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Create custom API integrations

Use Katana’s open API to create custom workflows and connect to apps beyond our list of integrations. Automate data transfers between the services you use to level up efficiency. Take a look at our API documentation to learn more.

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