Documentation
Find answers to common questions about the Kleer-HubSpot integration.
Getting Started
Syncing Data
- How Syncing Works
Understand how data flows between Kleer and HubSpot.
- Field Mappings
Configure how Kleer fields map to HubSpot properties.
- Sync Directions
Learn about the different ways data flows between Kleer and HubSpot.
- Invoices, Agreements & HubSpot Payments
Important settings to prevent HubSpot from sending invoices or collecting payments for Kleer-synced records.
Field Mapping Reference
- Clients
Available fields, required mappings, and enum values for client sync.
- InvoicesPro
Available fields, computed fields, and enum values for invoice sync.
- AgreementsPro
Available fields, computed fields, and enum values for agreement sync.
- Products
Available fields for product sync.
- Line ItemsPro
Available fields for line item sync.
- ProjectsPro
Available fields for project sync.
Workflow Actions
- Workflow Actions Overview
Create Kleer records automatically from HubSpot workflows.
- Create Client
Workflow action to create a Kleer client from a HubSpot company.
- Create InvoicePro
Workflow action to create a Kleer invoice from a HubSpot deal.
- Create AgreementPro
Workflow action to create a Kleer agreement from a HubSpot deal.
- Create ProjectPro
Workflow action to create a Kleer project from a HubSpot deal.
- Update AgreementPro
Workflow action to update an existing Kleer agreement from a HubSpot deal — useful for upsells, downgrades, and renewals.