Hubspot Create Deal
Creates new HubSpot deals with specified properties like deal name, amount, close date, and pipeline stage.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add hubspot-create-deal npx -- -y @trustedskills/hubspot-create-deal
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"hubspot-create-deal": {
"command": "npx",
"args": [
"-y",
"@trustedskills/hubspot-create-deal"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill allows you to create deals directly within your HubSpot CRM. It can populate deal properties like Deal Name, Amount, Close Date, and Stage based on instructions provided. The skill streamlines the process of adding new opportunities to HubSpot, saving time and ensuring data consistency.
When to use it
- You need to quickly add a new deal to HubSpot with specific details.
- You're automating lead follow-up and want to create deals automatically when certain conditions are met.
- You’re migrating existing opportunities from another system into HubSpot as deals.
- You want to standardize the creation of deals across your sales team.
Key capabilities
- Creates new deals in HubSpot.
- Sets Deal Name.
- Sets Deal Amount.
- Sets Close Date.
- Sets Deal Stage.
Example prompts
- "Create a deal named 'Acme Corp - Proposal' with an amount of $10,000 and close date of 2024-12-31 in the 'Qualified' stage."
- “Add a new deal for ‘Beta Project’ worth $5000 closing on next Friday.”
- "Create a deal named 'Initial Consultation' with amount $0, close date tomorrow and stage 'New'."
Tips & gotchas
- Ensure the AI agent has appropriate HubSpot API credentials configured to access and modify your CRM data.
- The skill relies on clear instructions regarding deal properties; ambiguous requests may lead to unexpected results.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
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