Import sales orders from Salesforce into Katana via Zapier
Automate sales order import from Salesforce CRM with Katana’s end-to-end inventory management integration. Simplify your operations and get total visibility over manufacturing and order fulfillment with one visual dashboard.
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
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.
Get the visibilty you need to move products and make decisions