HubSpot Deal

Description

The HubSpot Deal entity represents sales opportunities and transactions in progress. It contains information such as deal name, amount, stage, close date, and pipeline. Deals are typically linked to contacts and companies, allowing tracking of revenue, forecasting, and pipeline health.

The HubSpot Deal activity allows you to manage sales deals in your HubSpot CRM. You can fetch a specific deal or all deals, create or update deals with mapped fields, or delete them by ID. It supports both single and bulk (Create Many) operations.

Use this activity to:

• Get – Retrieve a deal by ID
• Get All – Retrieve a list of deals
• Create – Create a new deal
• Create Many – Create multiple deals using mapped fields from previous data
• Update – Update a deal using its ID
• Delete – Delete a deal using its ID

Use Case: Deal information maintained in spreadsheets or databases can be read using Read Excel and inserted into HubSpot using the HubSpot Deal activity. After creation, workflow steps like Send Email Attachment can notify stakeholders of high-value deals. You can further apply Aggregate Data By TimePeriod to visualize deal movement and conversion trends.

Input

• Data – Required for Create Many, and .

Output

Output Type	Format	Description
Data	JSON	Returned deal record(s) from HubSpot

Configuration Fields

Field Name	Description
Connection	Select a HubSpot connection to authenticate API requests.
Operation	One of: Get Get All Create Create Many Update Delete
Id	Required for Get, Update, and Delete operations. Represents the HubSpot deal ID.
Deal name	Name of the deal. Required for Create and Update.
Pipeline	Deal pipeline. Required for Create and Update.
Deal stage	Stage of the deal (based on pipeline). Required for Create and Update.
amount	Amount associated with the deal (numeric). Optional.
Close Date	Expected close date of the deal. Optional.
Hubspot owner	Deal owner in HubSpot. Optional.
Description	Description of the deal. Optional.
Deal type	Deal type: newbusiness or existingbusiness. Optional.
priority	Priority of the deal: low, medium, high. Optional.
Additional fields	Additional custom fields. Optional.
Fields Mapping	Field mapping for Create Many. Maps tabular input to HubSpot deal fields. Optional.
Additional Fields Mapping	Custom field mappings for Create Many from input table. Optional.

Sample Input

Operation	Required Fields	Example Input
Get	Id	Id 1234567890
Get All	None	(No input required)
Create	Deal fields	Deal Name New Enterprise Deal Pipeline default Deal Stage qualifiedtobuy
Update	Id, fields	Id 1234567890 Amount 5000
Delete	Id	Id 1234567890
Create Many	Field Mapping	Deal Name [Title] Pipeline [Pipe] Stage [Stage]

Input fields for Create Many operation are mapped from the output of a previous tabular workflow step.

Sample Configuration

Field	Value
connection.id	hubspot-conn-001
operation	CreateMany
fieldsMapping	dealname → Title pipeline → Pipe dealstage → Stage amount → Value

Sample Output

Id	Deal Name	Amount	Stage	Created Time
123456	New Enterprise	10000	qualifiedtobuy	2024-06-01T12:00:00Z
789012	Renewal Deal	3000	appointmentsent	2024-06-02T14:20:00Z

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