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
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement 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 engagement
Creates a new engagement
Create company
Creates a new company
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create task
Creates a new task
Update contact - By email
Updates the details of the contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Fetch deal
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch contact
Fetches the details of an existing contact by VID or Email
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?
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