Katana + Pipedrive
Create Katana sales orders when new Pipedrive deals match filters
Integrate your sales and manufacturing orders by automatically generating sales orders within Katana once a Pipedrive deal matches your defined filter. No more losing track of your orders. Once you’ve easily set up how your Pipedrive deals import to Katana, you’ll have the tools to automate and centralize your business onto one dashboard.
Integrate your sales and manufacturing orders by automatically generating sales orders within Katana once a Pipedrive deal matches your defined filter. No more losing track of your orders. Once you’ve easily set up how your Pipedrive deals import to Katana, you’ll have the tools to automate and centralize your business onto one dashboard.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create Sales Order
Creates a new sales order.
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