HubSpot to Katana Integration | MESA

Connect HubSpot to Katana and automate your tasks

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Activity reports

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MESA's HubSpot to Katana integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Why integrate HubSpot with Katana

The HubSpot to Katana integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Data integration →

Keep HubSpot contacts current as customers shop in Shopify

When a customer places an order, updates their details, or hits a lifecycle milestone in Shopify, MESA updates their HubSpot contact record automatically. Your CRM reflects who your customers are right now without a manual sync or scheduled export.

Order automation →

Create HubSpot deals from Shopify wholesale and B2B orders

When a qualifying order comes in — a wholesale account, a high-value purchase, a first-time B2B customer — MESA creates a deal in HubSpot with the order details already attached. Your sales team follows up with context, not just a name.

Customer experience →

Trigger HubSpot workflows from Shopify customer behavior

When a customer crosses a spend threshold, earns a loyalty tier, or shows a churn signal in Shopify, MESA sends the event to HubSpot and starts the right sequence. Your CRM automation runs on live commerce signals, not just form fills and email opens.

Order automation →

Keep Katana production orders in sync with Shopify sales

When an order is placed in Shopify, MESA creates or updates the corresponding production order in Katana. Your manufacturing queue stays current with demand without anyone manually bridging the two systems.

Inventory management →

Update Shopify inventory when Katana production is complete

When a production run finishes in Katana, MESA updates the available stock in Shopify. Your storefront reflects what's actually ready to sell without a manual sync step between your factory floor and your store.

Data integration →

Log production and materials data where your ops team works

When Katana records a production event — a run started, a material consumed, a batch completed — MESA writes the details to Airtable, Google Sheets, or ClickUp. Your operations team has a running view without leaving their tools.

Build any HubSpot and Katana automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Current Inventory Material Out of Stock

Starts when a material's current stock level is below the optimal level (quantity_missing_or_excess <= 0).

Current Inventory Material Updated

Starts when a material's current stock level or average cost is updated.

Current Inventory Product Out of Stock

Starts when a product's current stock level is below the optimal level (quantity_missing_or_excess <= 0).

Current Inventory Product Updated

Starts when a product's current stock level or average cost is updated.

Product Created

Starts when a product is created.

Product Deleted

Starts when a product is deleted.

Product Updated

Starts when a product is updated.

Sales Order Availability Updated

Starts when availability or expected date is updated for products or ingredients.

Sales Order Created

Starts when a sales order is created.

Sales Order Deleted

Starts when a sales order is deleted.

Sales Order Delivered

Starts when a new sales order's status is marked as delivered.

Sales Order Packed

Starts when a new sales order's status is marked as packed.

Sales Order Updated

Starts when a sales order is updated.

Company Created

Starts when a company is created.

Company Updated

Starts when a company is modified.

Contact Created

Starts when a contact is created.

Contact Updated

Starts when a contact is modified.

Deal Created

Starts when a deal is created.

Deal Updated

Starts when a deal is modified.

Invoice Created

Starts when an invoice is created.

Invoice Updated

Starts when an invoice is modified.

Line Item Created

Starts when a new product or service is added to a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Line Item Updated

Starts when a product or service on a deal, invoice, quote, or subscription in HubSpot is modified. Note: This is not related to line items in Shopify orders.

Note Created

Starts when a note is created.

Note Updated

Starts when a note is modified.

Product Created

Starts when a product is created.

Product Updated

Starts when a product is modified.

Ticket Created

Starts when a ticket is created.

Ticket Updated

Starts when a ticket is modified.

Assign Serial Numbers to Resource

Assign serial numbers to a resource.

Change Product Operation's Rank

Modify the product operations's rank.

Create Customer

Create a customer.

Create Customer Address

Add an address to an existing customer. A customer can have one billing address and multiple shipping addresses. If the new address is the first of its type, it is assigned as the default.

Create Make-to-Order Manufacturing Order

Create a manufacturing order that is linked to a specific sales order row.

Create Manufacturing Order

Create a manufacturing order. Manufacturing order recipe and operation rows are created automatically based on the product recipe and operations.

Create Manufacturing Order Operation Row

Add an operation row to an existing manufacturing order. Operation rows cannot be added when the manufacturing order status is DONE.

Create Manufacturing Order Production

Create a manufacturing order production.

Create Manufacturing Order Recipe Row

Add a recipe row to an existing manufacturing order. Recipe rows cannot be added when the manufacturing order status is DONE.

Create Material

Create a material.

Create Outsourced Purchase Order Recipe Row

Add a recipe row to an existing outsourced purchase order. Recipe rows cannot be added when the order status is RECEIVED.

Create Product

Create a product.

Create Product Operations

Create one or many new product operation rows for a product.

Create Purchase Order

Create a purchase order. /purchase_orders

Create Purchase Order Additional Cost Row

Add a purchase order additional cost row to an existing group.

Create Purchase Order Row

Create a purchase order row.

Create Recipes

Create a recipe.

Create Sales Order

Create a sales order.

Create Sales Order Address

Create a new sales order address.

Create Sales Order Fulfillment

Create a sales order fulfillment.

Create Sales Order Row

Create a sales order row.

Create Sales Order Shipping Fee & Add it to Sales Order

Create a sales order shipping fee and add it to sales order.

Create Stock Adjustment

Create a stock adjustment.

Create Stock Transfer

Create a stock transfer.

Create Stocktake

Create a stocktake.

Create Stocktake Row

Add one or many new rows for a stocktake.

Create Supplier

Create a supplier.

Create Supplier Address

Create a supplier address.

Create Tax Rate

Create a tax rate.

Create Variant

Create a variant.

Delete Customer

Remove a customer.

Delete Customer Address

Remove a customer's address.

Delete Manufacturing Order

Remove a manufacturing order.

Delete Manufacturing Order Operation Row

Remove a manufacturing order operation row.

Delete Manufacturing Order Production

Remove a manufacturing order production.

Delete Manufacturing Order Recipe Row

Remove a manufacturing order recipe row.

Delete Material

Remove a material.

Delete Outsourced Purchase Order Recipe Row

Remove an outsourced purchase order recipe row.

Delete Product

Remove a product.

Delete Product Operation Row

Remove a product operation row.

Delete Purchase Order

Remove a purchase order.

Delete Purchase Order Additional Cost Row

Remove a purchase order additional cost row.

Delete Purchase Order Row

Remove a purchase order row.

Delete Recipe

Remove a recipe.

Delete Recipe Row

Remove a recipe row.

Delete Sales Order

Remove a sales order.

Delete Sales Order Address

Remove a sales order address.

Delete Sales Order Fulfillment

Remove a sales order fulfillment.

Delete Sales Order Row

Remove a sales order row.

Delete Stock Adjustment

Remove a stock adjustment.

Delete Stock Transfer

Remove a stock transfer.

Delete Stocktake

Remove a stocktake.

Delete Stocktake Row

Remove a stocktake row.

Delete Storage Bin

Remove a storage bin.

Delete Supplier

Remove a supplier.

Delete Supplier Address

Remove a supplier address.

Delete Variant

Remove a variant.

Deletes Shipping Fee & Remove from Attached Sales Order

Remove shipping fee and remove it from the attached sales order.

Get List of Current Inventory

Obtain a list for current inventory.

Get List of Custom Fields Collections

Obtain a list of custom fields collections.

Get List of Customer Addresses

Obtain a list of customer addresses you’ve previously created. The customer addresses are returned in sorted order, with the most recent customer addresses appearing first.

Get List of Customers

Obtain a list of all customers.

Get List of Inventory Movements

Grab a list of inventory movements created by your Katana resources.

Get List of Locations

Obtain a list of locations.

Get List of Manufacturing Order Operation Rows

Obtain a list of manufacturing order operation rows.

Get List of Manufacturing Order Recipe Rows

Obtain a list of manufacturing order recipe rows.

Get List of Manufacturing Orders

Obtain a list of manufacturing orders.

Get List of Manufacturing Orders

Obtain a list of manufacturing orders.

Get List of Materials

Obtain a list of materials.

Get List of Operators

Obtain a list of operators.

Get List of Outsourced Purchase Order Recipe Rows

Obtain a list of outsourced purchase order recipe rows.

Get List of Product Operations

Obtain a list of product operations.

Get List of Products

Obtain a list of products.

Get List of Purchase Order Accounting Metadata

Obtain a list of purchase order accounting metadata entries.

Get List of Purchase Order Additional Cost Rows

Obtain list of purchase order additional cost rows you’ve previously created.

Get List of Purchase Order Rows

Obtain a list of purchase order rows.

Get List of Purchase Orders

Obtain a list of purchase orders.

Get List of Recipes

Obtain a list of recipes.

Get List of Sales Order Accounting Metadata

Obtain a list of sales order accounting metadata.

Get List of Sales Order Addresses

Obtain a list of sales order addresses.

Get List of Sales Order Fulfillments

Obtain a list of sales order fulfillments.

Get List of Sales Order Rows

Obtain a list of sales order rows.

Get List of Sales Orders

Obtain a list of sales orders.

Get List of Serial Numbers

Obtain a list of serial numbers.

Get List of Shipping Fees

Obtain a list of shipping fees.

Get List of Stock Adjustments

Obtain a list of stock adjustments.

Get List of Stock Serial Numbers

Obtain a list of serial numbers with in-stock status which references to the linked resources.

Get List of Stock Transfers

Obtain a list of stock transfers.

Get List of Stocktake Rows

Obtain a list of stocktake rows.

Get List of Stocktakes

Obtain a list of stocktakes.

Get List of Storage Bins

Obtain a list of storage bins.

Get List of Supplier Addresses

Obtain a list of supplier addresses.

Get List of Suppliers

Obtain a list of suppliers.

Get List of Tax Rates

Obtain a list of tax rates.

Get List of Variants

Obtain a list of variants.

Get List of Variants with Negative Stock

Obtain a list of all variants with negative stock.

Link Variant Default Storage Bins

Link variants with the default storage bins.

List All Additional Costs

Obtain a list of all additional costs you’ve previously created.

Receive Purchase Order

Grab all details about a purchase order.

Retrieve Current Factory

Grab all details about the current factory.

Retrieve Location

Grab all details about a location.

Retrieve Manufacturing Order

Grab all details about a manufacturing order.

Retrieve Manufacturing Order Operation Row

Grab all details about a manufacturing order operation row.

Retrieve Manufacturing Order Production

Grab all details about a manufacturing order production.

Retrieve Manufacturing Order Recipe Row

Grab all details about a manufacturing order recipe row.

Retrieve Material

Grab all details about a material.

Retrieve Outsourced Purchase Order Recipe Row

Grab all details about an outsourced purchase order recipe row.

Retrieve Product

Grab all details about a product.

Retrieve Purchase Order

Grab all details about a purchase order.

Retrieve Purchase Order Additional Cost Row

Grab all details about an existing purchase order additional cost row.

Retrieve Purchase Order Row

Grab all details about a purchase order row.

Retrieve Sales Order

Grab all details about a sales order.

Retrieve Sales Order Fulfillment

Grab all details about a sales order fulfillment.

Retrieve Sales Order Row

Grab all details about a sales order row.

Retrieve Shipping Fee

Grab all details about a shipping fee.

Retrieve Variant

Grab all details about a variant.

Unassign Serial Numbers from Resource

Remove serial numbers from a resource.

Unlink Manufacturing Order from Sales Order Row

Unlink a manufacturing order from a particular sales order row.

Unlink Variant Default Storage Bins

Unlink variants from the default storage bins.

Update Customer

Modify a customer's information.

Update Customer Address

Modify a customer's address.

Update Manufacturing Order

Modify a manufacturing order.

Update Manufacturing Order Operation Row

Modify a manufacturing order operation row.

Update Manufacturing Order Production

Modify a manufacturing order production.

Update Manufacturing Order Production Ingredient

Update a specified manufacturing order production ingredient. Any fields not provided will be left unchanged. A manufacturing order production ingredient cannot be updated when the manufacturing order status is DONE.

Update Manufacturing Order Recipe Row

Modify a manufacturing order recipe row.

Update Material

Modify a material.

Update Outsourced Purchase Order Recipe Row

Modify an outsourced purchase order recipe row.

Update Product

Modify a product's details.

Update Product Operation Row

Modify a product's operation row.

Update Purchase Order

Modify a purchase order.

Update Purchase Order Additional Cost Row

Modify a purchase order's additional cost row.

Update Purchase Order Row

Modify a purchase order row.

Update Recipe Row

Modify a recipe entry.

Update Reorder Point

Modify the reorder point for a certain location and variant combination.

Update Sales Order

Modify a sales order.

Update Sales Order Address

Modify a sales order's address.

Update Sales Order Fulfillment

Modify sales order fulfillment's details.

Update Sales Order Row

Modify a sales order row.

Update Shipping Fee

Modify a shipping fee.

Update Stock Adjustment

Modify a stock adjustment.

Update Stock Transfer

Modify a stock transfer.

Update Stocktake

Modify a stocktake.

Update Stocktake Row

Modify stocktake row information.

Update Storage Bin

Modify a storage bin.

Update Supplier

Modify a supplier.

Update Supplier Address

Modify a supplier's address.

Update Variant

Modify a variant.

Create Company

Create a company.

Create Company Association

Link a company to an existing contact or deal.

Create Contact

Create a contact.

Create Contact Association

Link a contact to an existing company or deal.

Create Deal

Create a deal.

Create Deal Association

Link a deal to an existing company or contact.

Create Invoice

Create an invoice.

Create Invoice Association

Link an invoice to an existing company or contact.

Create Line Item

Create a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Create Line Item Association

Link a line item to an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Create Note

Create a note.

Create Note Association

Link a note to an existing company or contact.

Create Product

Create a product.

Create Ticket

Create a ticket.

Create Ticket Association

Link a ticket to an existing company or contact.

Delete Company

Remove an existing company.

Delete Company Association

Unlink a company from an existing contact or deal.

Delete Contact

Remove an existing contact.

Delete Contact Association

Unlink a contact from an existing company or deal.

Delete Deal

Remove an existing deal.

Delete Deal Association

Unlink a deal from an existing company or contact.

Delete Invoice

Remove an existing invoice.

Delete Invoice Association

Unlink an invoice from an existing company or contact.

Delete Line Item

Remove an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Delete Line Item Association

Unlink a line item from an existing company, contact, or deal. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Delete Note

Remove an existing note.

Delete Note Association

Unlink a note from an existing company or contact.

Delete Product

Remove an existing product.

Delete Ticket

Remove an existing ticket.

Delete Ticket Association

Unlink a ticket from an existing company or contact.

Get List of Companies

Obtain a list of existing companies.

Get List of Company Associations

Obtain a list of existing contacts or deals associated with a company.

Get List of Contact Associations

Obtain a list of existing companies or deals associated with a contact.

Get List of Contacts

Obtain a list of existing contacts.

Get List of Deal Associations

Obtain a list of existing companies or contacts associated with a deal.

Get List of Deals

Obtain a list of existing deals.

Get List of Invoice Associations

Obtain a list of existing companies or contacts associated with an invoice.

Get List of Invoices

Obtain a list of invoices.

Get List of Line Item Associations

Obtain a list of existing companies, contacts, or deals associated with a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Get List of Line Items

Obtain a list of line items. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Get List of Note Associations

Obtain a list of existing companies or contacts associated with a note.

Get List of Notes

Obtain a list of notes.

Get List of Products

Obtain a list of products.

Get List of Ticket Associations

Obtain a list of existing companies or contacts associated with a ticket.

Get List of Tickets

Obtain a list of tickets.

Retrieve Company

Grab all details about a company.

Retrieve Contact

Grab all details about a contact.

Retrieve Deal

Grab all details about an existing deal.

Retrieve Invoice

Grab all details about an invoice.

Retrieve Line Item

Grab all details about a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Retrieve Note

Grab all details about a note.

Retrieve Product

Grab all details about a product.

Retrieve Ticket

Grab all details about a ticket.

Search for Company

Search for an existing company.

Search for Contact

Search for an existing contact.

Search for Deal

Search for an existing deal.

Search for Invoice

Search for an invoice.

Search for Line Item

Search for a line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Search for Note

Search for a note.

Search for Product

Search for an existing product.

Search for Ticket

Search for an existing ticket.

Update Company

Modify an existing company.

Update Contact

Modify an existing contact.

Update Deal

Modify an existing deal.

Update Invoice

Modify an existing invoice.

Update Line Item

Modify an existing line item. Line items are products or services in a deal, invoice, quote, or subscription in HubSpot. Note: This is not related to line items in Shopify orders.

Update Note

Modify an existing note.

Update Product

Modify an existing product.

Update Ticket

Modify an existing ticket.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate HubSpot with Katana today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

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