Katana Cloud Manufacturing + CallRail Integration

Connect Katana Cloud Manufacturing to CallRail in 1 click

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Popular Katana Cloud Manufacturing + CallRail Workflows

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CallRail + Katana Cloud Manufacturing Integration

Create Katana Cloud Manufacturing customer for new CallRail contact

Creating a new Katana Cloud Manufacturing customer for every new CallRail 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 CallRail - 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 CallRail systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Katana Cloud Manufacturing + CallRail Integration
1.
  • 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
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
2.
  • 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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