AgentSkillsCN

hubspot-create-deal

在 HubSpot CRM 中创建新交易。当用户说“创建交易”、“添加交易”、“新交易”、“新机会”时加载。需要名称,可选金额、阶段、截止日期。

SKILL.md
--- frontmatter
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:

bash
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):

bash
python 00-system/skills/hubspot/hubspot-master/scripts/create_deal.py \
  --name "New Enterprise Deal" \
  --json

Full deal:

bash
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

json
{
  "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

code
✅ 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

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