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By hubspot

deal-management

hubspot1.6k installs

Move qualified leads through to closed deals.

What it does

Manage sales deals from lead qualification through stage advancement, reassignment, stalled-deal discovery, and closure.

When to use it

Use when qualifying leads, creating or advancing deals, reassigning ownership, finding stalled deals, or closing deals.

How to use it

Give it a deal-management request; it finds relevant HubSpot records or creates and updates deals and their associated contacts.

Uses

Good to know

  • cannot be undone: HubSpot

Latest review

What you need · 3

Requires the hubspot CLI to discover pipelines and manage CRM records.

Uses jq to extract stage IDs and reshape records for bulk operations.


Access · 7

This skill

HubSpot

Write

Creates and updates HubSpot deals (irreversible)

/tmp/mqls.jsonl

Write

Saves lead records locally