Katana x Salesforce
Katana x Salesforce
Automatic Sales Order Import from Salesforce to Katana via Zapier
Automatic Sales Order Import from Salesforce to Katana via Zapier
You can now import sales orders into Katana from your Salesforce account. Simplify your operations and focus on what matters - your business, your products, and your customers.
It takes just a few minutes to set up and then forever automated - sales orders will appear in your Katana account, ready to be processed.
Connect in minutes - no coding required
Connect in minutes - no coding required
Connect in minutes and save hours of repetitive tasks. No need to build your own integration or write your own code.
Automated order management
Automated order management
Whenever you close a sale and create a sales order in your Salesforce account we automatically import the sales order to Katana sales module.
Improved manufacturing control
Improved manufacturing control
Manage your product recipes, ensure on-time purchasing of materials, avoid stock-outs with relevant alerts, and control the production responsibilities of team members.
Instantly Import Sales Orders into Katana from Salesforce
Instantly Import Sales Orders into Katana from Salesforce
2. To connect Salesforce with Katana go to the Katana MRP + Salesforce integration page on Zapier. Alternatively, you can use our Zap template for easier setup.
3. Follow the simple set up guidelines to connect apps in minutes - and save hours.
Connect your favorite apps to Katana MRP via Zapier, from shipping to e-commerce to CRM solutions.
Connect your favorite apps to Katana MRP via Zapier, from shipping to e-commerce to CRM solutions.
Automation set up in minutes to maximize your productivity forever.
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