hubspot-list-deals
List deals from HubSpot CRM. Load when user says 'list deals', 'show deals', 'show pipeline', 'get deals', 'hubspot deals'. Returns paginated deal list.
When & Why to Use This Skill
The hubspot-list-deals skill enables seamless integration with HubSpot CRM to retrieve and display sales deals directly within your AI workflow. It provides real-time visibility into your sales pipeline, allowing users to fetch paginated lists of deals with key details such as deal stage, amount, and close dates, significantly enhancing sales productivity and data accessibility.
Use Cases
- Pipeline Review: Quickly list all active deals to get an instant overview of the current sales funnel and identify bottlenecks.
- Sales Meeting Preparation: Retrieve a summary of high-value deals to prepare for status updates or strategic planning sessions without leaving the chat interface.
- Deal Tracking: Monitor specific deal stages and close dates to prioritize follow-ups and ensure sales targets are on track.
- Efficient Data Browsing: Use pagination and limit parameters to navigate through large volumes of CRM records efficiently.
| name | hubspot-list-deals |
|---|---|
| description | "List deals from HubSpot CRM. Load when user says 'list deals', 'show deals', 'show pipeline', 'get deals', 'hubspot deals'. Returns paginated deal list." |
List HubSpot Deals
Specialized skill for listing deals from 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
Basic List (default 10 deals)
python 00-system/skills/hubspot/hubspot-master/scripts/list_deals.py --json
With Limit
python 00-system/skills/hubspot/hubspot-master/scripts/list_deals.py --limit 25 --json
With Pagination
python 00-system/skills/hubspot/hubspot-master/scripts/list_deals.py --after "cursor_value" --json
Output Format
{
"results": [
{
"id": "5840795376",
"properties": {
"dealname": "Enterprise Deal",
"amount": "50000",
"dealstage": "qualifiedtobuy",
"pipeline": "default",
"closedate": "2025-03-15T00:00:00Z"
},
"url": "https://app.hubspot.com/contacts/.../record/0-3/5840795376"
}
],
"paging": {
"next": {
"after": "cursor_for_next_page"
}
}
}
Display Format
Found {count} deals:
1. Enterprise Deal
Amount: $50,000
Stage: Qualified to Buy
Close Date: 2025-03-15
ID: 5840795376
2. Startup Package
Amount: $5,000
Stage: Proposal Sent
...
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 |
Error Handling
| Error | Solution |
|---|---|
| 401 | Invalid token - re-run setup |
| 403 | Missing crm.objects.deals.read scope |
| 429 | Rate limited - wait and retry |
Related Skills
hubspot-create-deal- Create new dealhubspot-search-deals- Search by name/amounthubspot-update-deal- Update deal stagehubspot-get-associations- Get deal contacts