

Integrate Katana with HubSpot CRM
Send information between Katana and HubSpot CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new deal in HubSpot CRM for every new order created in Katana
Create deals for new orders to keep your sales team informed and follow up promptly. This flow will generate a new deal in HubSpot CRM whenever a new order is created in Katana.
How it works
- The flow triggers when a new purchase order is created in Katana.
- Zoho Flow creates a new deal in HubSpot CRM.


Create a new deal in HubSpot CRM for every new order created in Katana
Katana + HubSpot CRM

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Supported triggers and actions
Integrate Katana and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Supplier created
Triggers when a new supplier is created

Sales order delivered
Triggers when a sales order is delivered

Sales order updated
Triggers when the details of a sales order are updated

Sales order packed
Triggers when a sales order status is changed to packed

Variant created
Triggers when a new variant is created

Product created
Triggers when a new product is created

Customer created
Triggers when a new customer is created

Sales order created
Triggers when a new sales order is created

Tax rate created
Triggers when a new tax rate is created

Deal created or updated
Triggers when a deal is created or updated

Email created
Triggers when a new email is created

Contact created
Triggers when a new contact is created

Deal created
Triggers when a new deal is created

Company created
Triggers when a new company is created

Task created
Triggers when a new task is created

Contact created or updated
Triggers when a contact is created or updated

Company created or updated
Triggers when a company is created or updated

Meeting created
Triggers when a new meeting is created
All Actions - Actions are the automated tasks

Create sales order
Creates a new sales order

Create customer
Creates a new customer

Update inventory reorder
Updates the details of an existing inventory reorder point for a certain location

Create variant
Creates a new variant

Create product
Creates a new product

Create supplier
Creates a new supplier

Create stock transfer
Create a new stock transfer

Create tax rate
Creates a new tax rate

Update sales order
Updates the details of an existing sales order

Update batch stock
Updates the details of an existing batch stock

Fetch tax rate
Fetches the details of an existing tax rate using ID, name and rate

Fetch inventory
Fetches the details of an existing inventory using location ID

Fetch product
Fetches the details of an existing product using ID and name

Fetch variant
Fetches the details of an existing variant using ID and name

Fetch supplier
Fetches the details of an existing supplier using ID, name and email

Fetch batch stock
Fetches the details of an existing batch stock using ID and name

Fetch location
Fetches the details of an existing location using ID and name

Fetch customer
Fetches the details of an existing customer using ID, name and email

Fetch sales order
Fetches the details of an existing sales order using ID, order number and status

Create company
Creates a new company

Create task
Creates a new task

Create ticket
Creates a new ticket

Create contact
Creates a new contact

Create deal
Creates a new deal

Update contact - By VID
Updates the details of a contact associated with the specified VID

Update company
Updates the details of an existing company

Update contact - By email
Updates the details of an existing contact associated with the specified email

Associate CRM entities
Associates two existing CRM entities

Create or update contact
Creates a new contact or updates the contact details if the contact already exists

Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name

Fetch company - By ID
Fetches the details of an existing company by ID

Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email

Fetch deal - By ID
Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name

Fetch company - By name
Fetches the details of an existing company by name
What is Katana?
Katana is a manufacturing and inventory management software application for growing businesses. It allows manufacturers to get an overview of their entire business and also allows smart real-time master planning from its interface.
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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