必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
Katana Cloud Inventoryの契約内容 - プラン：Standard、またはProfessional、またはProfessional Plus、またはFree
概要
1/4
Katana simplifies inventory management, empowering businesses to grow faster and meet sales demand with real-time insights, seamless integrations, and intuitive workflows for accurate forecasting and reporting.
Here's how Katana's HubSpot integration helps you:
Automate sales, inventory, and production data flows, allowing teams to see stock in real time.
Import HubSpot deals from selected pipelines and stages into Katana as Sales Orders, along with any related customer or product data.
Sync inventory levels directly to HubSpot by updating a new product property.
Unlock real-time data syncs and optimized resource management directly in HubSpot to handle increased order volumes and reduce stock issues.
機能
Turn HubSpot Deals into Katana Sales Orders
Once connected, Katana automatically pulls in deals currently in the configured pipeline stage from HubSpot and saves them as sales orders (SOs). You can configure which sales pipeline and deal stage will be used when sending deals over to be turned into SOs, and all future deals will be imported automatically when reaching that stage.
Send Real-time Inventory Levels from Katana to HubSpot
Data about product stock availability is pushed from Katana to HubSpot. Katana uses SKUs to match products on deal line items. A new item will be imported when there's no SKU and no other item with the same name.
Bring contacts and companies from HubSpot to Katana
Information about your contacts and companies associated with deals will be automatically imported as customers in Katana to keep two systems in sync.
Update Katana sales order status info on a deal
When sales order has been created in Katana from the HubSpot deal, then Katana sends the order fulfillment status back to the deal, together with the link to the order Katana. When sales order status changes in Katana, for example to “Packed” or “Delivered”, then this information is automatically updated in HubSpot’s deal view.
アプリ機能
共有されるデータ
Customers | ||
Customers | ||
Inventory level | ||
Items | ||
Sales order | ||
Sales orders |
確認
価格
Standard
$359
／月For growing businesses with multiple inventory locations, large teams, and a need for advanced inventory management
Users: Unlimited
SKUs: Unlimited
Integrations: Unlimited
Inventory locations: 3
Sales and purchase order management
Contact management
Added costs
Basic manufacturing
Multi-currency support
Kits and bundles
Advanced manufacturing available as a paid add-on
Full traceability add-on available with separate purchase
Planning and forecasting add-on available with separate purchase
Warehouse management add-on available with separate purchase
Standard
$359
／月For growing businesses with multiple inventory locations, large teams, and a need for advanced inventory management
Users: Unlimited
SKUs: Unlimited
Integrations: Unlimited
Inventory locations: 3
Sales and purchase order management
Contact management
Added costs
Basic manufacturing
Multi-currency support
Kits and bundles
Advanced manufacturing available as a paid add-on
Full traceability add-on available with separate purchase
Planning and forecasting add-on available with separate purchase
Warehouse management add-on available with separate purchase
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2025/08/07
新着
