AI-Snippet: Integrating HubSpot CRM with Katana MRP allows manufacturers to automate the transition from closed-won deals to manufacturing orders (MOs). This reduces manual data entry errors by 40% and provides sales teams with real-time visibility into shop floor capacity and order status.

Bridging the Gap: The HubSpot + Katana Integration Guide

For most mid-sized manufacturers, the biggest bottleneck isn't the machine shop—it's the communication gap between the Sales office and the Shop Floor. Sales reps promise lead times they can't meet, and production teams work on orders that haven't been finalized.

Why HubSpot + Katana?

HubSpot is the world's leading "Revenue Platform," while Katana is the premier "MRP (Material Requirements Planning)" for modern manufacturers. By connecting them, you create a "Closed-Loop" industrial system.

Automated MO Creation: When a deal hits "Closed-Won" in HubSpot, an MO is automatically generated in Katana with the correct bill of materials (BOM).
Live Capacity Feedback: Your sales team can use our Lead Time Estimator, fueled by Katana's current workload, to give accurate quotes.
Inventory Awareness: See if materials are in stock before the deal is even closed.

Maximizing Inventory Performance

To truly master this integration, you need to know your numbers. We recommend using our Safety Stock Calculator to determine exactly what your Katana reorder points should be based on your historical HubSpot sales data.

Wait—Are you losing money in WIP?

If your production cycle is longer than your sales cycle, you're trapping cash. Use our WIP Estimator to find out how much.

Run WIP Audit

3 Steps to Automate the Handoff

Map Your Custom Properties: Ensure HubSpot Line Items match Katana SKU names exactly.
Set Up Workflow Triggers: Use a middleware like Zapier or Make (formerly Integromat) to listen for Deal Stage changes.
Sync Fulfillment Status: Set Katana to "push" fulfillment updates back to HubSpot, notifying the customer automatically when their order ships.