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

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Capsule CRM + Katana Cloud Manufacturing Integration

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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Capsule CRM + Katana Cloud Manufacturing Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM Instant
  • Capsule CRM
    Person is updated in Capsule CRM Instant
  • Capsule CRM
    Task is created in Capsule CRM Instant
  • Capsule CRM
    Task is updated in Capsule CRM Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM Instant
  • Capsule CRM
    Case is created in Capsule CRM Instant
  • Capsule CRM
    Case is updated in Capsule CRM Instant
  • Capsule CRM
    Organisation is created in Capsule CRM Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM Instant
  • 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.
  • Capsule CRM
    Create person in Capsule CRM
  • Capsule CRM
    Search person in Capsule CRM
  • Capsule CRM
    Create opportunity in Capsule CRM
  • Capsule CRM
    Search opportunity in Capsule CRM
  • Capsule CRM
    Create task in Capsule CRM
  • Capsule CRM
    Add note to entity in Capsule CRM
  • Capsule CRM
    Create organisation in Capsule CRM
  • Capsule CRM
    Search organisation in Capsule CRM
  • Capsule CRM
    Search person or organisation in Capsule CRM
  • Capsule CRM
    Add tag to entity in Capsule CRM
  • Capsule CRM
    Create case in Capsule CRM
  • Capsule CRM
    Search case in Capsule CRM
  • Capsule CRM
    Search milestone in Capsule 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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