Katana Cloud Manufacturing + Close Integration

Connect Katana Cloud Manufacturing to Close in 1 click

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

Popular Katana Cloud Manufacturing + Close Workflows

Create Katana Cloud Manufacturing customer for new Close contact

Creating a new Katana Cloud Manufacturing customer for every new Close 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 Close - 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 Close 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 Close opportunity

Close + Katana Cloud Manufacturing Integration

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Create Your Own Katana Cloud Manufacturing & Close Integration Without Any Code

Create Custom Workflow

Sales order is marked as packed in Katana Cloud Manufacturing Instant
Sales order is marked as delivered in Katana Cloud Manufacturing Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

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
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Search contact in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

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You Can Also Connect Katana Cloud Manufacturing or Close With 1200+ Other Apps

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

Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.

See Close Integrations