Connect Katana Cloud Manufacturing and HubSpot CRM integrations

Connect Katana Cloud Manufacturing and HubSpot CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Katana Cloud Manufacturing and HubSpot CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Katana Cloud Manufacturing and HubSpot CRM workflows.

Looking to get more out of Katana Cloud Manufacturing and HubSpot CRM? With Make you can visually integrate Katana Cloud Manufacturing and HubSpot CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create Katana sales orders from deals in HubSpot CRM

When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

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Personalize an introduction message with ChatGPT for new HubSpot CRM leads and store them on a Google Sheet for review

Optimize your introduction message using ChatGPT, a personalized approach for new HubSpot CRM leads, and save on Google Sheets for easy review and management.

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Add Purchase Orders in bulk to Katana from Google Sheets

With this scenario, you can upload Purchase Orders in bulk to Katana from Google Sheets.

Step-by-step guide to set this template can be found in Katana knowledge base article here: https://support.katanamrp.com/en/articles/7888174-add-po-s-in-bulk-via-make

For any questions about Katana modules, contact [email protected]

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Send emails via Gmail when you receive new form submissions in HubSpot CRM

Use this automation to watch for new form submissions in HubSpot CRM and send an email to the person who that submitted it or to whoever you want.

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Create HubSpot CRM contacts from emails matching a search criteria

When you receive new emails in a specified folder and they match certain search criteria, the senders are created or updated as contacts in HubSpot CRM.

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Send an email via Gmail when you have new HubSpot CRM contacts

When you add new contacts in HubSpot CRM, an email is sent through Gmail to the intended people like the contact, team members etc.

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Create a new Task in Hubspot for new received e-mail in Gmail

When a new email in Gmail is received and the email address exists as a contact in HubSpot CRM, a task is created and associated with the contact in HubSpot CRM.

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Add email logs to HubSpot CRM from sent emails

Every time an email is sent, Make will automatically look that email address up in HubSpot CRM contacts. If the contact exists it will create a log with that email.

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Create deals in HubSpot CRM from newly labeled emails in Gmaill

This automation watches for emails that have been given a specific label and creates deals in HubSpot CRM.

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Build your Katana Cloud Manufacturing and HubSpot CRM integrations.

Create custom Katana Cloud Manufacturing and HubSpot CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

Action

Add a Contact to a Workflow

Adds a contact to a specific workflow.

Action

Create a Company

Creates a company with the given properties and returns a copy of the object, including the ID.

Action

Create a Contact

Creates a contact with the given properties and returns a copy of the object, including the ID.

Action

Create a Custom Object Record

Creates a custom object with the given properties and returns a copy of the object, including the ID.

Action

Create a Customer

Creates a customer.

Action

Create a Deal

Creates a deal with the given properties and returns a copy of the object, including the ID.

Action

Create a Folder

Creates a folder.

Action

Create a Make-to-Order Manufacturing Order

Creates a new make-to-order manufacturing order.

Action

Connect any app with Katana Cloud Manufacturing and HubSpot CRM

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