Integrate Katana with HubSpot CRM

Send information between Katana and HubSpot CRM automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new purchase order is created in Katana.
  2. Zoho Flow creates a new deal in HubSpot CRM.
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Create a new deal in HubSpot CRM for every new order created in Katana

Katana + HubSpot CRM

Build your own integrations between Katana and 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.

E Commerce

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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