hubspot-update-deal

What problem does it solve?

Manually updating deal details in HubSpot CRM is slow, error-prone, and requires navigating the web interface every time you need to adjust a deal's stage, value, or close date, taking time away from core sales tasks.

Core Features & Use Cases

• Targeted Deal Field Updates: Modify deal name, monetary amount, sales stage, and close date individually or in combination without leaving your workflow.
• Pre-Flight Configuration Validation: Automatically checks your HubSpot API connection is properly configured before running updates to prevent failed operations.
• Built-In Reference & Troubleshooting: Includes a list of standard HubSpot deal stage IDs and clear guidance for resolving common API errors like invalid tokens or missing permissions.
• Use Case: A sales representative who just secured a new client can immediately update the deal stage to "Closed Won", set the close date to the contract signing date, and adjust the deal amount to match the final agreed value in one step, no manual CRM navigation required.

Quick Start

Use the hubspot-update-deal skill to update the stage of deal ID 5840795376 to closedwon and set its close date to 2025-12-13.