Agile CRM + Katana Cloud Manufacturing Integration

Connect Agile CRM to Katana Cloud Manufacturing in 1 click

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Agile CRM + Katana Cloud Manufacturing Integration

Create Katana Cloud Manufacturing customer for new Agile CRM contact

Creating a new Katana Cloud Manufacturing customer for every new Agile CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Agile CRM - Katana Cloud Manufacturing integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Katana Cloud Manufacturing and Agile CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Agile CRM + Katana Cloud Manufacturing Integration
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Katana Cloud Manufacturing
    Sales order is marked as packed in Katana Cloud Manufacturing Instant
  • Katana Cloud Manufacturing
    Sales order is marked as delivered in Katana Cloud Manufacturing Instant
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Katana Cloud Manufacturing
    Create Sales Order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Update sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search variant in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Add product to existing sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create variant in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create tax rate in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create Customer in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search Customer in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create product in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search product in Katana Cloud Manufacturing
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