create-deal

Official

Create HubSpot deals from successful calls.

Authorbeam-ai-team
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill automates logging and creation of HubSpot deals from Granola call notes, enabling sales teams to capture outcomes and progress faster without manual data entry.

Core Features & Use Cases

  • Pulls call notes from Granola to identify company, contact, use case, next steps, and collaborators.
  • Prompts for missing fields (amount, deal type, collaborators) and pre-fills deal properties (name, use case, next steps, deal stage, owner).
  • Creates and associates the deal in HubSpot, with proper fallbacks if the Demo Call stage is not directly creatable.

Quick Start

Approve the prepared deal confirmation to trigger HubSpot creation.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: create-deal
Download link: https://github.com/beam-ai-team/beam-next-skills/archive/main.zip#create-deal

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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