hubspot-create-deal

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