--- 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 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 ```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 ``` ✅ 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