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Katana + Pipedrive

Katana + Pipedrive

Katana + Pipedrive integrations

Create new Katana customers from new Pipedrive organizations

Effortlessly manage your sales and production processes with this Pipedrive-Katana integration. When a new organization is added to your Pipedrive system, this automation instantly creates a corresponding customer in Katana, ensuring your customer data stays up-to-date across both platforms. Save time and keep your workflows running smoothly with this seamless connection between your CRM and manufacturing software.

  1. When this happens...
    New Organization
    New Organization
    New OrganizationTriggers when a new organization is created.
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerCreates a customer.
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More things you can do with Pipedrive and Katana

Discover other triggers and actions you can use with Pipedrive and Katana

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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