Capsule CRM + Katana Cloud Manufacturing Integration

Connect Capsule CRM to Katana Cloud Manufacturing in 1 click

Integrate Capsule CRM + Katana Cloud Manufacturing For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Capsule CRM + Katana Cloud Manufacturing Workflows

Create Katana Cloud Manufacturing customer for new Capsule CRM person

Creating a new Katana Cloud Manufacturing customer for every new Capsule CRM person 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 Capsule 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 Capsule 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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Create Katana Cloud Manufacturing order for new Capsule CRM opportunity

Capsule CRM + Katana Cloud Manufacturing Integration

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Create Automation

Person is created in Capsule CRM Instant
Person is updated in Capsule CRM Instant
Task is created in Capsule CRM Instant
Task is updated in Capsule CRM Instant
Opportunity is created in Capsule CRM Instant
Opportunity is updated in Capsule CRM Instant
Case is created in Capsule CRM Instant
Case is updated in Capsule CRM Instant
Organisation is created in Capsule CRM Instant
Organisation is updated in Capsule CRM Instant
Sales order is marked as packed in Katana Cloud Manufacturing Instant
Sales order is marked as delivered in Katana Cloud Manufacturing Instant

Create person in Capsule CRM
Search person in Capsule CRM
Create opportunity in Capsule CRM
Search opportunity in Capsule CRM
Create task in Capsule CRM
Add note to entity in Capsule CRM
Create organisation in Capsule CRM
Search organisation in Capsule CRM
Search person or organisation in Capsule CRM
Add tag to entity in Capsule CRM
Create case in Capsule CRM
Search case in Capsule CRM
Search milestone in Capsule CRM
Create Sales Order in Katana Cloud Manufacturing
Search sales order in Katana Cloud Manufacturing
Update sales order in Katana Cloud Manufacturing
Search variant in Katana Cloud Manufacturing
Add product to existing sales order in Katana Cloud Manufacturing
Create variant in Katana Cloud Manufacturing
Create tax rate in Katana Cloud Manufacturing
Create Customer in Katana Cloud Manufacturing
Search Customer in Katana Cloud Manufacturing
Create product in Katana Cloud Manufacturing
Search product in Katana Cloud Manufacturing

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Integrate Capsule CRM & Katana Cloud Manufacturing In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Capsule CRM & Katana Cloud Manufacturing with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Capsule CRM & Katana Cloud Manufacturing With 1100+ Other Apps

Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations

Katana enables you to see the complete picture of your business. Using data collected from your apps and services, it builds a comprehensive dashboard that gives you a live look at every aspect of your business.

See Katana Cloud Manufacturing Integrations