hubspot-search-deals

abdullahbeam's avatarfrom abdullahbeam

Search deals in HubSpot CRM by name or amount. Load when user says 'search deals', 'find deal', 'lookup deal', 'deals over $X', 'search for [deal]'.

⭐0stars🔀0forks📁View on GitHub🕐Updated Dec 30, 2025
[CRM Workflows]

When & Why to Use This Skill

The hubspot-search-deals skill enables seamless integration with HubSpot CRM, allowing users to search and retrieve deal information using natural language commands. It streamlines sales operations by providing instant access to deal stages, amounts, and direct CRM links through flexible filtering by name or financial thresholds, significantly reducing the time spent navigating complex CRM interfaces.

Use Cases

  • Sales Pipeline Management: Quickly identify high-value opportunities by searching for deals above a specific dollar amount to prioritize follow-ups.
  • Account Research: Instantly locate specific deal details and current status by searching for company or project names during meeting preparation.
  • Sales Reporting: Efficiently gather data on recent deals or specific segments to update team leads or prepare for sales syncs without manual CRM browsing.
namehubspot-search-deals
description"Search deals in HubSpot CRM by name or amount. Load when user says 'search deals', 'find deal', 'lookup deal', 'deals over $X', 'search for [deal]'."

Search HubSpot Deals

Specialized skill for searching 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

Search by Name

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

Search by Minimum Amount

python 00-system/skills/hubspot/hubspot-master/scripts/search_deals.py \
  --min-amount 10000 \
  --json

python 00-system/skills/hubspot/hubspot-master/scripts/search_deals.py \
  --name "Acme" \
  --min-amount 50000 \
  --limit 20 \
  --json

Output Format

{
  "total": 5,
  "results": [
    {
      "id": "5840795376",
      "properties": {
        "dealname": "Acme Corp - Enterprise",
        "amount": "50000",
        "dealstage": "qualifiedtobuy",
        "closedate": "2025-03-15T00:00:00Z"
      },
      "url": "https://app.hubspot.com/..."
    }
  ]
}

Display Format

Found 5 deals matching "Enterprise" (min $10,000):

1. Acme Corp - Enterprise
   Amount: $50,000
   Stage: Qualified to Buy
   Close Date: 2025-03-15
   ID: 5840795376

2. Enterprise Package - Tech Inc
   Amount: $25,000
   Stage: Contract Sent
   ...

Search Behavior

  • Name search uses CONTAINS_TOKEN operator (partial match)
  • Amount filter uses GTE (greater than or equal)
  • Results sorted by creation date (newest first)

Error Handling

Error Solution
401 Invalid token - re-run setup
403 Missing crm.objects.deals.read scope
429 Rate limited - wait and retry
  • hubspot-list-deals - List all deals
  • hubspot-update-deal - Update found deal
  • hubspot-create-deal - Create if not found