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Katana Cloud Inventory

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App

Katana Cloud Inventory

Simplify your inventory and scale your business

Installationer
100+ installationer
Logga in för att installeraKräver prenumeration på Katana Cloud Inventory

Krav

HubSpot-plan
Behörigheter för HubSpot-konto
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Katana Cloud Inventory prenumeration
Free eller Core planer

Översikt

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.

Egenskaper

Deals from a selected HubSpot pipeline stage are auto-imported to Katana as sales orders.

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.

Katana pushes stock availability to HubSpot and matches products by SKU.

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.

Customer info from HubSpot is auto-imported to Katana to stay in sync.

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.

HubSpot deal showing Katana sales order status synced in real time, with a link to the order.

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.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Customers

Kontaktegenskaper

Kontaktegenskaper

Customers

Företagsegenskaper

Företagsegenskaper

Inventory level

Produktegenskaper

Produktegenskaper

Items

Radobjekt

Radobjekt

Sales order

Attribut för affärer

Attribut för affärer

Sales orders

Affärer

Affärer

Recensioner

Bli först med att ge ett kundomdöme

(0 omdömen)

Den här appen kräver en av följande prenumerationsplaner för Katana Cloud Inventory.

Free

0 US$

Explore all of Katana’s features with no upfront cost

  • Up to 30 SKUs

  • 3 inventory locations

No credit card required. All features of the Professional Plan, but limited to 30 SKUs and 3 inventory locations.

Free

0 US$

Explore all of Katana’s features with no upfront cost

  • Up to 30 SKUs

  • 3 inventory locations

No credit card required. All features of the Professional Plan, but limited to 30 SKUs and 3 inventory locations.

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-08-07

Mer information

Byggd av
Katana Cloud Inventory
Installationer
100+ installationer
Kategorier
Språk som denna app finns på
Engelska

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