/create-deal

description: Create a new deal in HubSpot with company association
argument-hint: "<company> <name> <amount> [stage] [close_date] [pipeline] [contact]"
arguments: [company, name, amount, stage, close_date, pipeline, contact]

Create HubSpot Deal

Create a new deal in HubSpot CRM and associate it with a company and optionally a contact. Used to track new sales opportunities through the pipeline.

Prerequisites

• HubSpot MCP server connected with valid OAuth credentials
• MCP tools `hubspot_search_companies`, `hubspot_search_contacts`, `hubspot_create_deal`, and `hubspot_create_association` available
• Company must exist in HubSpot
• Contact (if specified) must exist in HubSpot

Steps

1. **Resolve company** - Find the company by name or use the provided ID

• If a name was provided, call `hubspot_search_companies` with `name` filter using `CONTAINS_TOKEN`
• If an ID was provided, call `hubspot_retrieve_company` with `companyId`
• Confirm the company exists before proceeding

2. **Resolve contact** (if specified) - Find the contact by name or use the provided ID

• If a name was provided, call `hubspot_search_contacts` with `firstname` and `lastname` filters
• If an ID was provided, call `hubspot_retrieve_contact` with `contactId`

3. **Create the deal** with the provided properties

Call `hubspot_create_deal` with:

• `dealname`: The deal name
• `amount`: The deal amount
• `dealstage`: The pipeline stage
• `pipeline`: The pipeline ID
• `closedate`: The expected close date
• `dealtype`: `newbusiness` (default)

4. **Associate with company** - Link the deal to the company

Call `hubspot_create_association` with `fromObjectType=deal`, `toObjectType=company`, `associationType=deal_to_company`

5. **Associate with contact** (if specified) - Link the deal to the contact

Call `hubspot_create_association` with `fromObjectType=deal`, `toObjectType=contact`, `associationType=deal_to_contact`

6. **Log creation note** - Document the deal creation

Call `hubspot_create_note` with a summary of the deal and associate it with the deal

7. **Present deal summary** for confirmation

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | company | string | Yes | - | Company name or ID | | name | string | Yes | - | Deal name | | amount | number | Yes | - | Deal amount | | stage | string | No | appointmentscheduled | Pipeline stage | | close_date | string | No | +30 days | Close date (YYYY-MM-DD) | | pipeline | string | No | default | Pipeline name or ID | | contact | string | No | - | Contact name or ID |

Examples

Basic Deal Creation

/create-deal --company "Acme Corp" --name "Managed IT Services" --amount 5000

Deal with Stage and Close Date

/create-deal --company "Acme Corp" --name "Network Upgrade Project" --amount 12000 --stage proposalpending --close_date 2026-04-15

Deal with Contact Association

/create-deal --company "Acme Corp" --name "Endpoint Protection" --amount 2400 --contact "John Smith"

Full Deal Creation

/create-deal --company "Beta Inc" --name "Managed IT Services" --amount 8000 --stage qualifiedtobuy --close_date 2026-05-01 --pipeline default --contact "Jane Doe"

Output

Deal Created Successfully

Deal Created Successfully
================================================================

Deal ID:        54321
Deal Name:      Acme Corp - Managed IT Services
Amount:         $5,000
Stage:          Appointment Scheduled (20% probability)
Pipeline:       Sales Pipeline
Close Date:     2026-03-26
Owner:          Sarah Johnson (current user)
Created:        2026-02-24

Associations:
  - Company: Acme Corporation (ID: 98765)
  - Contact: John Smith (ID: 12345)

Annual Value:   $60,000

Next Steps:
  - Update stage as conversations progress
  - Log activities: /log-activity --deal "Acme Corp - Managed IT Services"
  - View pipeline: /pipeline-summary
  - Search deals: /search-deals --company "Acme Corporation"
================================================================

Company Not Found

Company not found: "Unknown Corp"

Suggestions:
  - Check spelling of the company name
  - Try a partial name match (e.g., "Unknown" instead of "Unknown Corp")
  - Search companies: /lookup-company "company name"
  - Create the company first in HubSpot before creating a deal

Contact Not Found

Contact not found: "Unknown Person"

Suggestions:
  - Check spelling of the contact name
  - Search contacts: /search-contacts "person name"
  - Create the deal without a contact association (it can be added later)
  - Create the contact first in HubSpot

Invalid Stage

Error: Invalid deal stage "badstage"

Valid stages (default pipeline):
  - appointmentscheduled (Appointment Scheduled)
  - qualifiedtobuy (Qualified to Buy)
  - presentationscheduled (Presentation Scheduled)
  - decisionmakerboughtin (Decision Maker Bought-In)
  - contractsent (Contract Sent)
  - closedwon (Closed Won)
  - closedlost (Closed Lost)

Note: Your HubSpot account may have custom stages.

Error Handling

MCP Connection Error

Error: Unable to connect to HubSpot MCP server

Check your MCP configuration and verify credentials at developers.hubspot.com

Rate Limit

Error: Rate limit exceeded (429)

HubSpot allows 100 requests per 10 seconds.
Please wait a moment and try again.

MCP Tools Used

| Tool | Purpose | |------|---------| | `hubspot_search_companies` | Find company by name | | `hubspot_retrieve_company` | Get company by ID | | `hubspot_search_contacts` | Find contact by name | | `hubspot_retrieve_contact` | Get contact by ID | | `hubspot_create_deal` | Create the deal record | | `hubspot_create_association` | Link deal to company and contact | | `hubspot_create_note` | Log deal creation note |

Related Commands

• `/search-deals` - Find existing deals
• `/pipeline