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abdullahbeam

hubspot-create-deal

by abdullahbeam

0🍴 1📅 2026年1月22日
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SKILL.md


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 IDName
appointmentscheduledAppointment Scheduled
qualifiedtobuyQualified to Buy
presentationscheduledPresentation Scheduled
decisionmakerboughtinDecision Maker Bought In
contractsentContract Sent
closedwonClosed Won
closedlostClosed 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

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

  • 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

スコア

総合スコア

50/100

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