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hubspot-create-deal

@abdullahbeam/nexus-design-abdullah
0
0

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.

Install Skill

1Download skill
2Enable skills in Claude

Open claude.ai/settings/capabilities and find the "Skills" section

3Upload to Claude

Click "Upload skill" and select the downloaded ZIP file

Note: Please verify skill by going through its instructions before using it.

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 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