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.