Update HubSpot Deal Skill

Update HubSpot Deal

Specialized skill for updating deals in HubSpot CRM.

Pre-Flight Check

Before running, execute config check:

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):

python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \
  --id 5840795376 \
  --stage "closedwon" \
  --json

Update amount:

python 00-system/skills/hubspot/hubspot-master/scripts/update_deal.py \
  --id 5840795376 \
  --amount 75000 \
  --json

Close deal as won:

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:

python 00-system/skills/hubspot/hubspot-master/scripts/search_deals.py --name "Acme" --json

Then use the returned ID for the update.

Output Format

{
  "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

Agent Skills: Update HubSpot Deal

Install this agent skill to your local

Skill Files