AutomationMart
Home/Browse/Create Katana sales orders from deals in HubSpot CRM
Make.com

Create Katana sales orders from deals in HubSpot CRM

Make.comMake.com12 modulesv1.0
HubSpot

When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

At a glance

Create Katana sales orders from deals in HubSpot CRM is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects HubSpot. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
HubSpot
Modules
12
Price
Free
Version
v1.0

About this workflow

When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related Make workflows

Add a new HubSpot CRM contacts to SendMe

Every time a new contact is created in HubSpot CRM, Make will automatically create a new contact in SendMe.

Free

Create HubSpot CRM contacts from emails matching a search criteria

When you receive new emails in a specified folder and they match certain search criteria, the senders are created or updated as contacts in HubSpot CRM.

Free

Enrich company data with Airtop and Hubspot

Automating Company Data Enrichment and HubSpot Integration Use Case This automation enriches company data based on email domain and LinkedIn profile, calculates an ICP (Ideal Customer Profile) score, and updates the corresponding company record in HubSpot. It’s ideal for onboarding, qualification, and CRM enrichment. What This Automation Does Input Parameters - Contact email: Used to derive the company domain. - Company domain: Primary web domain of the company. - Company LinkedIn (optional): Li

Free

Create a two-way WhatsApp + Telegram integration for 10k+ customer support chats

Next-Gen Customer Support: Two-Way WhatsApp + Telegram Integration for 10k+ Clients ------------------------------------------------------------------------ Who is this workflow for This workflow is designed for customer support teams, e-commerce founders, and operations managers who want to handle thousands of customer queries seamlessly. Instead of building a brand-new chat application, it leverages WhatsApp (where customers already are) and Telegram (where your support team operates) to creat

Free

Predict customer churn with AI analysis of HubSpot and Google Sheets data

Who it’s for Built for Customer Success and Account Management teams focused on proactive retention. This workflow helps you automatically identify at-risk customers – before they churn – by combining CRM, usage, and sentiment data into one actionable alert. What it does This end-to-end workflow continuously monitors customer health by consolidating data from HubSpot and Google Sheets. Here’s how it works: Fetch deals from HubSpot. Collect context — linked support tickets and feature

Free

Add a won HubSpot CRM deal to Microsoft 365 Excel with a calculated sales commission

Whenever a HubSpot CRM deal is closed (the deal changes its deal stage to a value of your choice), Make will create a new row in a Microsoft 365 Excel worksheet with the deal's details and calculated sales commission. Your Microsoft 365 Excel worksheet has to contain headers (at least 6 to see the template's default settings).

Free

Watch Google Calendar events and update Notion database items accordingly

Automatically sync Google Calendar events with Notion database items. Keep your Notion workspace updated with real-time calendar changes effortlessly.

Free

Automatically translate new Telegram messages with DeepL

Every time a new message is posted in Telegram, Make will automatically translate it into the language you want using DeepL. The translated text will be then sent to a Telegram channel of your choice.

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free