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abdullahbeam

hubspot-update-deal

by abdullahbeam

0🍴 1📅 2026年1月22日
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SKILL.md


name: hubspot-update-deal description: "Update an existing deal in HubSpot CRM. Load when user says 'update deal', 'edit deal', 'change deal stage', 'move deal', 'close deal'. Requires deal ID."

Update HubSpot Deal

Specialized skill for updating 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

  • --id - Deal ID (required)

Optional Parameters (at least one required)

  • --name - New deal name
  • --amount - New deal value
  • --stage - New deal stage
  • --closedate - New close date (YYYY-MM-DD)

Examples

Update stage (move deal):

python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \
  --id 5840795376 \
  --stage "closedwon" \
  --json

Update amount:

python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \
  --id 5840795376 \
  --amount 75000 \
  --json

Close deal as won:

python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \
  --id 5840795376 \
  --stage "closedwon" \
  --closedate "2025-12-13" \
  --json

Common Deal Stages

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

Finding Deal ID

If user says "close the Acme deal", first search:

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

Then use the returned ID for the update.


Output Format

{
  "id": "5840795376",
  "properties": {
    "dealname": "Acme Corp - Enterprise",
    "amount": "75000",
    "dealstage": "closedwon",
    "hs_lastmodifieddate": "2025-12-13T10:30:00Z"
  }
}

Display Format

✅ Deal updated!
  ID: 5840795376
  Name: Acme Corp - Enterprise
  Updated fields:
    - stage: Closed Won
    - amount: $75,000

Error Handling

ErrorSolution
401Invalid token - re-run setup
403Missing crm.objects.deals.write scope
404Deal not found - check ID
400Invalid stage ID
429Rate limited - wait and retry

  • hubspot-search-deals - Find deal ID
  • hubspot-list-deals - List all deals
  • hubspot-create-deal - Create new deal

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