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HubSpot integration overview

Seamlessly connect Katana with HubSpot for efficient order and inventory management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Seamlessly connect Katana with HubSpot to sync deals, customers, and inventory for smoother order and production management.

Connecting takes only a few minutes and can be done directly from Katana.


Requirement

  • You need to be on HubSpot’s Professional plan or higher to use this integration.


What syncs between HubSpot and Katana

Diagram showing what imports, exports, and matches between HubSpot and Katana

1. Deals → Sales Orders (SOs)

  • Katana automatically pulls in deals from HubSpot and saves them as SOs.

  • You can configure which pipeline and deal stage will be used for creating SOs.

  • All future deals that reach this stage will be imported automatically.

  • Existing deals already in the configured stage will also be imported immediately once the integration is activated.

2. Customers

  • The deal’s personal contact or company is imported to Katana as a customer.

  • Katana uses HubSpot’s logic to determine whether to pull the contact or company.

3. Products and services

  • Katana matches HubSpot deal line items to products/services using SKU codes.

  • If no SKU exists and no matching item name is found, a new item is created in Katana.

4. Stock availability

  • Katana pushes product stock availability data back to HubSpot so your sales team can see real-time inventory.

5. Updates and changes

  • Any updates in HubSpot (e.g., order quantity, discounts) are synced to the related Katana SO.

  • If a deal imported as an SO in Katana is later marked Closed Lost in HubSpot, the corresponding SO is deleted in Katana.

6. Locations

  • All SOs imported from HubSpot use your default sales location as defined in Katana’s Location settings.


Summary

The HubSpot integration ensures your sales team always has visibility into stock availability while Katana automatically creates and manages sales orders from HubSpot deals. This eliminates manual work and keeps order fulfillment in sync between your CRM and inventory system.


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