# How to configure automated order transfers and customer creation between Kladana and HubSpot  — Albato Help Center

Source: https://albato.com/wiki/articles/kladana-and-hubspot-seamless-order-transfer-and-customer-creation

Welcome to Albato Help

Search articles

# How to configure automated order transfers and customer creation between Kladana and HubSpot

Last update:  
22/5/2026 · 3 min read

* * *

IN THIS ARTICLE

In this tutorial, we will configure an [integration that performs the following scenario: When a customer places an order in Kladana, it is automatically transferred to HubSpot and a customer and transaction are created.](https://albato.com/connect/hubspot-with-kladana)

Make sure that both applications are connected to Albato before creating an automation.

[How to connect Kladana.](https://albato.com/blog/publications/kladana-cloud-erp-automation)

[How to connect HubSpot.](https://albato.com/blog/publications/how-to-connect-hubspot-to-albato)

### How to create automation

Sign in to your Albato account. Go to the **Automation** section and click the **Create new automation** button.

Example.png

The first step is to set up a trigger.

Kl&Wt.png

> Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

-   Choose **Kladana**.
-   Choose the **Order has been created** event.
-   Specify you **Kladana connection**.

Kl&ZB.png

Delivery information is usually found in the counterparty card. To proceed, search for the counterparty in Kladana.

> Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

-   Choose **Kladana**.
-   Choose the **Counterparty search** event.
-   Specify you **Kladana connection**.

Kl&Wt (3).png

To customize the step, fill in only one counterparty ID field from the list of values provided in the **Kladana - Order has been created** step.

Kl&ZB (3).png

Now move on to the next step. To do this, click on **+** and then select **Action**.

-   Choose **HubSpot**
-   Choose the **Create new Contact** event.
-   Specify you **HubSpot** connection.

Kl&Hb.png

Fill in the fields in the **Create a Customer** step.

Select Name, Email, Phone, and other fields from the previous Kladana steps.

Click the**Save** button.

Kl&Wc.png

To transfer the list of products from the order, add the [Rows gluing](https://albato.com/blog/publications/rows-gluing-tool) tool to the automation.

Now you're all set!

Kl&Hb (1).png

When a customer places an order in Kladana, the data is automatically transferred to HubSpot, creating a new customer. You can add unlimited steps to the automation and use other actions in HubSpot, such as creating a new deal, task, or ticket.

If you have questions about setting up integrations, contact our technical support through the the live chat on our website.

Did this answer your question?