Create Katana sales orders from deals in HubSpot CRM
About
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.
Apps Included
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This template regularly checks for deal updates in Bitrix24 and uses the retrieved information to create rows in Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as the destination for the Bitrix24 deals. You should make a copy of it before configuring the template.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Associates 2 CRM objects.
Creates multiple associations between CRM objects.
Associates an engagement with a contact, company, or deal.
Cancels a scheduled broadcast (e.g. tweet or facebook post).
Creates a new blog post.
Creates and immediately publishes a message on a specified social media channel..
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