What is hubspot-create-deal?

This Claude skill enables seamless automation of HubSpot CRM deal creation through natural language processing. By integrating directly with the HubSpot API, it allows users to instantly generate new sales opportunities, specify deal stages, and track revenue without manual data entry, significantly enhancing sales pipeline efficiency and CRM data accuracy.

When should I use hubspot-create-deal?

hubspot-create-deal is useful in the following scenarios: • Case 1: Quickly logging a new sales opportunity immediately after a discovery call by telling the agent to 'create a new deal for Acme Corp'. • Case 2: Streamlining sales operations by programmatically setting deal stages, such as 'Qualified to Buy', and assigning expected close dates to ensure accurate forecasting. • Case 3: Reducing administrative overhead for sales teams by using AI to capture deal amounts and pipeline IDs directly within a chat interface.

name	hubspot-create-deal
description	"Create a new deal in HubSpot CRM. Load when user says 'create deal', 'add deal', 'new deal', 'new opportunity'. Requires name, optional amount, stage, closedate."

Create HubSpot Deal

Specialized skill for creating deals in HubSpot CRM.

Pre-Flight Check

Before running, execute config check:

python 00-system/skills/hubspot/hubspot-master/scripts/check_hubspot_config.py --json

If ai_action is not proceed_with_operation, follow hubspot-connect setup guide.

Usage

Required Parameters

--name - Deal name (required)

Optional Parameters

--amount - Deal value in dollars
--stage - Deal stage ID
--closedate - Expected close date (YYYY-MM-DD)
--pipeline - Pipeline ID (uses default if not specified)

Examples

Minimal (name only):

python 00-system/skills/hubspot/hubspot-master/scripts/create_deal.py \
  --name "New Enterprise Deal" \
  --json

Full deal:

python 00-system/skills/hubspot/hubspot-master/scripts/create_deal.py \
  --name "Acme Corp - Enterprise" \
  --amount 50000 \
  --stage "qualifiedtobuy" \
  --closedate "2025-03-15" \
  --json

Common Deal Stages

Stage ID	Name
appointmentscheduled	Appointment Scheduled
qualifiedtobuy	Qualified to Buy
presentationscheduled	Presentation Scheduled
decisionmakerboughtin	Decision Maker Bought In
contractsent	Contract Sent
closedwon	Closed Won
closedlost	Closed Lost

Output Format

{
  "id": "5840795376",
  "properties": {
    "dealname": "Acme Corp - Enterprise",
    "amount": "50000",
    "dealstage": "qualifiedtobuy",
    "closedate": "2025-03-15T00:00:00Z",
    "createdate": "2025-12-13T10:00:00Z"
  }
}

Display Format

✅ Deal created!
  ID: 5840795376
  Name: Acme Corp - Enterprise
  Amount: $50,000
  Stage: Qualified to Buy
  Close Date: 2025-03-15

Error Handling

Error	Solution
401	Invalid token - re-run setup
403	Missing `crm.objects.deals.write` scope
400	Invalid stage ID - check stage list
429	Rate limited - wait and retry

Related Skills

hubspot-list-deals - List all deals
hubspot-update-deal - Update deal stage/amount
hubspot-search-deals - Find existing deals
hubspot-get-associations - Link contacts to deal

hubspot-create-deal

When & Why to Use This Skill

Use Cases