--- 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: ```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 - `--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):** ```bash python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \ --id 5840795376 \ --stage "closedwon" \ --json ``` **Update amount:** ```bash python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \ --id 5840795376 \ --amount 75000 \ --json ``` **Close deal as won:** ```bash 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: ```bash python 00-system/skills/hubspot/hubspot-master/scripts/search_deals.py --name "Acme" --json ``` Then use the returned ID for the update. --- ## Output Format ```json { "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