Katana Cloud Manufacturing + PipelineCRM Integration

Connect Katana Cloud Manufacturing to PipelineCRM in 1 click

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PipelineCRM + Katana Cloud Manufacturing Integration

Create Katana Cloud Manufacturing customer for new PipelineDeals person

Creating a new Katana Cloud Manufacturing customer for every new PipelineDeals 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 PipelineDeals - 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 PipelineDeals 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 + PipelineCRM 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
  • PipelineCRM
    Person is created in PipelineCRM Instant
  • PipelineCRM
    Company is created in PipelineCRM Instant
  • PipelineCRM
    Deal is created in PipelineCRM Instant
  • PipelineCRM
    Deal status is changed in PipelineCRM Instant
  • PipelineCRM
    Deal is moved in PipelineCRM Instant
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
  • PipelineCRM
    Create Deal in PipelineCRM
  • PipelineCRM
    Update Deal in PipelineCRM
  • PipelineCRM
    Create Person in PipelineCRM
  • PipelineCRM
    Update Person in PipelineCRM
  • PipelineCRM
    Create Company in PipelineCRM
  • PipelineCRM
    Update Company in PipelineCRM
  • PipelineCRM
    Search company in PipelineCRM
  • PipelineCRM
    Search deal in PipelineCRM
  • PipelineCRM
    Create Task in PipelineCRM
  • PipelineCRM
    Create Activity (Note) in PipelineCRM
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