HubSpot Deals

Search, create, and update HubSpot deal records across pipeline stages.

39|17|Updated Feb 4, 2026

Search Tags:#sales #crm #pipeline #forecasting #hubspot #deals

Ready to run

npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill hubspot-deals

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: HubSpot Deals
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/hubspot/hubspot/skills/deals
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill hubspot-deals

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill streamlines the management of sales opportunities within HubSpot CRM, enabling users to efficiently track, update, and analyze deals from initial contact through to closing.

Core Features & Use Cases

Deal Creation & Updates: Create new deals, update existing ones with new information, and move them through different pipeline stages.
Deal Searching & Filtering: Find specific deals based on various criteria like name, stage, amount, or close date.
Pipeline Analysis: Gain insights into your sales pipeline by analyzing deal distribution across stages and forecasting potential revenue.
Use Case: A sales manager can use this skill to quickly find all open deals over $10,000 that are due to close this quarter and update their stages based on recent client interactions.

Quick Start

Search for all HubSpot deals that are in the 'proposalpending' stage and sort them by amount in descending order.

Frequently Asked Questions about HubSpot Deals

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I manage HubSpot deals and update pipeline stages in bulk?▼

To manage HubSpot deals, you can search for specific records by criteria like stage or amount, then update deal fields and move records through pipeline stages using deterministic execution tools. This enables efficient tracking of sales opportunities from initial contact to closing.

Can I search HubSpot CRM deals by amount and close date for quarterly forecasting?▼

Yes, you can search HubSpot CRM deals by filtering specific criteria like amount and close date. This allows you to analyze deal distribution across pipeline stages and forecast potential revenue for targeted quarters.

What's the best way to create new sales deals and associate them with contacts in HubSpot?▼

The best way to create new sales deals is by using defined CRM tools to generate deal records and establish associations with existing contacts and companies. This ensures comprehensive tracking of all related sales pipeline activities.

Does this approach support tracking custom deal fields for revenue forecasting?▼

Yes, tracking custom deal fields for revenue forecasting is supported. You can update existing deal records with new information, analyze deal distribution across pipeline stages, and track revenue data to gain insights into your sales pipeline.

How do I find all open sales opportunities over a specific amount in HubSpot?▼

You find open sales opportunities by searching HubSpot deals based on various criteria like amount, stage, or close date. You can sort the filtered deals in descending order to quickly identify high-value pipeline records.

What are the limitations of managing a sales pipeline through automated CRM scripts?▼

Automated CRM scripts rely on deterministic task execution through defined tools, meaning operations are bound to specific deal fields, pipeline stages, and supported associations without freeform custom logic or arbitrary API modifications.