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
Build your own integrations between Katana and HubSpot CRM
Connect Katana and HubSpot CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Katana and HubSpot CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Sales order updated
Triggers when the details of a sales order are updated
Purchase order created
Triggers when a new purchase order is created
Tax rate created
Triggers when a new tax rate is created
Sales order created
Triggers when a new sales order is created
Variant created
Triggers when a new variant is created
Customer created
Triggers when a new customer is created
Supplier created
Triggers when a new supplier is created
Product created
Triggers when a new product is created
Sales order delivered
Triggers when a sales order is delivered
Sales order packed
Triggers when a sales order status is changed to packed
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Task created
Triggers when a new task is created
Contact created or updated
Triggers when a new contact is created or details of an existing contact is updated
Deal created or updated
Triggers when a new deal is created or details of an existing deal is updated
Company created or updated
Triggers when a new company is created or details of an existing company is updated
Email created
Triggers when a new email is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create stock transfer
Create a new stock transfer
Create tax rate
Creates a new tax rate
Create variant
Creates a new variant
Create purchase order
Creates a new purchase order
Create supplier
Creates a new supplier
Create product
Creates a new product
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
Update customer
Updates the details of an existing customer
Update sales order
Updates the details of an existing sales order
Update purchase order
Updates the details of an existing purchase order
Update batch stock
Updates the details of an existing batch stock
Fetch location
Fetches the details of an existing location using ID and name
Fetch variant
Fetches the details of an existing variant using ID and name
Fetch sales order
Fetches the details of an existing sales order using ID, order number and status
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 purchase order
Fetches the details of an existing purchase order using ID, order number and status
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 customer
Fetches the details of an existing customer using ID, name, or email address
Create contact
Creates a new contact
Create email
Creates a new email
Create task
Creates a new task
Create meeting
Creates a new meeting
Create company
Creates a new company
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create or update contact
Creates a new contact or updates the details of an existing contact
Update company
Updates the details of an existing company by ID
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update deal
Updates the details of an existing deal using its ID
Associate CRM entities
Associates two existing CRM entities
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 company - By name
Fetches the details of an existing company by name
Fetch ticket pipeline stage - By name
Fetches the details of the existing stages in the pipeline of the ticket by name
Fetch ticket pipeline - By name
Fetches the details of the existing pipeline of the ticket 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.
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
