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构建

Katana Cloud Inventory

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应用程序

Katana Cloud Inventory

Simplify your inventory and scale your business

安装
超过 100 次安装
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要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
Katana Cloud Inventory 订阅
StandardProfessionalProfessional PlusFree 计划

概览

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.

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Customers

联系人属性

联系人属性

Customers

公司属性

公司属性

Inventory level

产品属性

产品属性

Items

行项目

行项目

Sales order

交易属性

交易属性

Sales orders

交易

交易

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此应用程序需要以下其中一个 Katana Cloud Inventory 订阅计划。

Standard

US$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

$399 per month when billed quarterly, $359 per month when billed annually

Standard

US$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

$399 per month when billed quarterly, $359 per month when billed annually

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/12/03

更多信息

构建者
Katana Cloud Inventory
安装
超过 100 次安装
类别
应用程序可用的语言
英语

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