AgentSkillsCN

hubspot-search-deals

按名称或金额在HubSpot CRM中搜索交易。当用户说“搜索交易”、“查找交易”、“查询交易”、“超过X美元的交易”或“搜索[交易]”时加载。

SKILL.md
--- frontmatter
name: hubspot-search-deals
description: "Search deals in HubSpot CRM by name or amount. Load when user says 'search deals', 'find deal', 'lookup deal', 'deals over $X', 'search for [deal]'."

Search HubSpot Deals

Specialized skill for searching 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

Search by Name

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

Search by Minimum Amount

bash
python 00-system/skills/hubspot/hubspot-master/scripts/search_deals.py \
  --min-amount 10000 \
  --json

Combined Search

bash
python 00-system/skills/hubspot/hubspot-master/scripts/search_deals.py \
  --name "Acme" \
  --min-amount 50000 \
  --limit 20 \
  --json

Output Format

json
{
  "total": 5,
  "results": [
    {
      "id": "5840795376",
      "properties": {
        "dealname": "Acme Corp - Enterprise",
        "amount": "50000",
        "dealstage": "qualifiedtobuy",
        "closedate": "2025-03-15T00:00:00Z"
      },
      "url": "https://app.hubspot.com/..."
    }
  ]
}

Display Format

code
Found 5 deals matching "Enterprise" (min $10,000):

1. Acme Corp - Enterprise
   Amount: $50,000
   Stage: Qualified to Buy
   Close Date: 2025-03-15
   ID: 5840795376

2. Enterprise Package - Tech Inc
   Amount: $25,000
   Stage: Contract Sent
   ...

Search Behavior

  • Name search uses CONTAINS_TOKEN operator (partial match)
  • Amount filter uses GTE (greater than or equal)
  • Results sorted by creation date (newest first)

Error Handling

ErrorSolution
401Invalid token - re-run setup
403Missing crm.objects.deals.read scope
429Rate limited - wait and retry

Related Skills

  • hubspot-list-deals - List all deals
  • hubspot-update-deal - Update found deal
  • hubspot-create-deal - Create if not found