요구 사항
HubSpot 요금제 HubSpot 계정 권한 - 필수 계정 권한 보기
Katana Cloud Inventory 구독 - Standard, Professional, Professional Plus 또는 Free 플랜
개요
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.
기능
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.
앱 기능
공유 데이터
Customers | ||
Customers | ||
Inventory level | ||
Items | ||
Sales order | ||
Sales orders |
리뷰
- 2025년 12월 16일
가장 필요할 때 고객 지원 없이 장애를 완벽하게 해결하세요.
가 작동하지 않아 지원팀으로부터 도움을 받을 수도 없었습니다.
Kukys, E.
가격 책정
Standard
US$359
/월For 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
US$359
/월For 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
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.08.07.
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