Sync Directions

Data flows between Kleer and HubSpot in three patterns.

Outbound: Kleer to HubSpot

The integration periodically polls Kleer for data and pushes changes to HubSpot. This is the primary sync direction and applies to all object types.

Supported: Clients, Products, Invoices, Agreements, Projects, Line Items

Runs on: A scheduled interval (see How Syncing Works for the schedule)

Inbound: HubSpot to Kleer

When you create or update certain records in HubSpot, the integration picks up the change via webhooks and syncs it back to Kleer in near real-time.

Supported: Clients, Projects

Runs on: Automatically when a record is changed in HubSpot

This means you can update a company name in HubSpot and have it reflected in Kleer without waiting for the next scheduled sync.

Triggering Properties

Inbound sync is triggered when one of the following HubSpot properties is changed. When triggered, all mapped fields are synced — not just the one that changed.

Companies (Clients):

name
domain
phone
address, address2, city, state, zip, country
description
industry
website
numberofemployees
annualrevenue
orgno, organization_number, registration_number, vat_number
email, invoice_email, kleer_email
invoice_delivery_method, kleer_delivery_method
invoice_payment_days, kleer_payment_days
currency, kleer_currency, default_currency

Properties not in this list show a "One-way" badge in the field mappings table — they still sync in both directions, but editing them in HubSpot won't trigger an inbound sync on its own.

Workflow Actions: Create Records from Workflows

You can add Kleer actions to your HubSpot workflows to create new records in Kleer when certain conditions are met.

Available actions:

Create Kleer Client — triggered from company workflows
Create Kleer Invoice — triggered from deal workflows
Create Kleer Agreement — triggered from deal workflows
Update Kleer Agreement — triggered from deal workflows (for upsells, downgrades, renewals)
Create Kleer Project — triggered from deal workflows

After a Create Invoice, Create Agreement, or Update Agreement action succeeds, the new or updated record is immediately pushed back to HubSpot — the linked subscription or invoice reflects the change without waiting for the next scheduled sync.

See Workflow Actions for setup details.

Choosing the Right Approach

For most teams, the default outbound sync is the foundation — manage your data in Kleer and let it flow to HubSpot automatically. Layer on:

Inbound sync if your team frequently edits client or project info directly in HubSpot
Workflow actions if you want to automate record creation in Kleer based on HubSpot pipeline activity