Create Kleer Project
Creates a new project in Kleer from the enrolled deal in a HubSpot workflow.
Workflow Type
Deal-based — This action is available in deal workflows.
Variants
| Action | Description |
|---|---|
| Create Kleer Project | You configure each field manually with static values or data tokens |
| Create Kleer Project (from mappings) | Uses your configured project field mappings automatically — no input fields needed |
Prerequisites
- The deal must be associated with a company that already has a
kleer_id(the company must exist as a client in Kleer)
Input Fields (Standard Variant)
All fields are optional.
| Field | Type | Description |
|---|---|---|
| Project Name | Text | Name of the project in Kleer |
| Budget Hours | Text | Number of budgeted hours |
| Budget Amount | Text | Budget amount in currency (the integration converts to Kleer's cents/öre format) |
| Opening Date | Text | Project start date in YYYY-MM-DD format |
| Closing Date | Text | Project end date in YYYY-MM-DD format |
Behavior
- The action reads the enrolled deal and its associated company from HubSpot
- The company's
kleer_idis used to associate the project with the correct Kleer client - A new project is created in Kleer with the provided field values
- The new Kleer project ID is written back to the
kleer_idproperty on the HubSpot deal - If
kleer_idis already set on the deal, the action is skipped (idempotent)
Tips
- Use HubSpot data tokens to pull the deal name as the project name
- The "from mappings" variant is useful if you've already configured project field mappings and want the same mapping logic applied during creation
- Budget amounts are automatically converted to Kleer's internal format (cents/öre)