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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.

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-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 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

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

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

Related Skills

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