Seamlessly connect HubSpot with Katana to sync deals, customers, and products for streamlined order and inventory management.
Before you begin
You need a HubSpot Professional plan or higher.
The connection process takes only a few minutes.
Step 1: Start the connection
In Katana, click the puzzle icon in the top navigation bar to open the Integration Marketplace.
Find the HubSpot card and click Connect.
Step 2: Log in and approve permissions
You’ll be prompted to either log in to HubSpot or select Choose Account to pick your HubSpot account.
Katana will request the following access:
Read deals, products, contacts, and companies
Read and write deal properties
Read and write product properties
Review and approve the permissions.
Step 3: Configure the setup
Once approved, you’ll be redirected to Katana’s HubSpot setup page, where you can:
Choose which workflows (e.g., pipeline stages) should trigger the creation of sales orders.
Define how data is mapped between HubSpot and Katana (e.g., deal line items → products, contacts → customers).
Learn more about setting up workflows and mapping data
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