Deal Management

Resources

| File | When to use | |---|---| | resources/lifecycle-stage-progression.md | Lifecycle stage API values + the contact-side updates that pair with deal moves. | | resources/stalled-deal-queries.md | Filter cookbook for stalled / no-activity / past-close-date deals with dynamic dates. |

Foundations

Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow live there. Reshape recipes are in bulk-operations/resources/json-patterns.md. hubspot --help is the source of truth. Object types are plural (contacts, deals, companies). For property reference: hubspot properties list --type deals — don't hardcode property tables.

1. Discover pipelines and stages

Pipeline and stage IDs are portal-specific. Always discover at runtime — never hardcode across portals.

hubspot pipelines list --type deals --format jsonl
# {"id":"default","label":"Sales Pipeline","displayOrder":0}
# {"id":"a1b2c3d4-0000-0000-0000-000000000000","label":"Enterprise Pipeline","displayOrder":1}

hubspot pipelines stages --type deals --pipeline default --format jsonl
# {"id":"appointmentscheduled","label":"Appointment Scheduled","displayOrder":0}
# {"id":"qualifiedtobuy","label":"Qualified To Buy","displayOrder":1}
# ...
# {"id":"closedwon","label":"Closed Won","displayOrder":5}
# {"id":"closedlost","label":"Closed Lost","displayOrder":6}

Grab a specific stage ID by label:

QUALIFIED=$(hubspot pipelines stages --type deals --pipeline default --format jsonl \
  | jq -r 'select(.label=="Qualified To Buy") | .id')

The IDs shown above (appointmentscheduled, closedwon, etc.) are HubSpot's standard default deal pipeline stages — but discover yours every run since portals can rename or remove them.

2. Qualify an MQL into a deal

Find connected MQLs without a deal, then for each: create the deal, associate to contact + company, promote lifecycle.

# 1. find ready MQLs
hubspot objects search --type contacts \
  --filter "lifecyclestage=marketingqualifiedlead AND hs_lead_status=CONNECTED AND num_associated_deals=0" \
  --properties email,firstname,lastname,company,hubspot_owner_id

# 2. for one contact: company lookup, deal create, associate, promote
hubspot associations list --from contacts: --to companies   # → 

hubspot objects create --type deals \
  --property "dealname=Acme Corp - Inbound" \
  --property pipeline=default --property dealstage=qualifiedtobuy \
  --property amount=0 --property hubspot_owner_id=
# returns {"id":"","ok":true,...}

hubspot associations create --from deals: --to contacts:
hubspot associations create --from deals: --to companies:

hubspot objects update --type contacts  \
  --property lifecyclestage=salesqualifiedlead --property hs_lead_status=OPEN_DEAL

Bulk pattern — many MQLs at once

objects create returns one result line per stdin line, in input order. Capture both streams and join by line for associations:

# 1. snapshot MQLs to a file (preserves order for the join)
hubspot objects search --type contacts \
  --filter "lifecyclestage=marketingqualifiedlead AND hs_lead_status=CONNECTED AND num_associated_deals=0" \
  --properties email,firstname,lastname,company,hubspot_owner_id \
  > /tmp/mqls.jsonl

# 2. one deal per MQL — output preserves order
jq -c '{properties:{
    dealname: ((.properties.firstname // "") + " " + (.properties.lastname // "") + " - " + (.properties.company // "Unknown")),
    pipeline:"default", dealstage:"qualifiedtobuy", amount:"0", dealtype:"newbusiness",
    hubspot_owner_id:(.properties.hubspot_owner_id // "")
  }}' /tmp/mqls.jsonl \
| hubspot objects create --type deals > /tmp/deals.jsonl

# 3. abort if any create failed — paste would zip null deal IDs onto real contacts
jq -e 'select(.ok==false)' /tmp/deals.jsonl > /dev/null && { echo "Some deal creates failed — inspect /tmp/deals.jsonl" >&2; exit 1; }

# 4. pair contact  new deal by line for the association call
paste  --to companies` — a contact may have zero or many companies.

Pre-qualification checks are just filters on the search: has email, has a company, no open deal, has an owner — all in the `--filter` already. See `resources/lifecycle-stage-progression.md` for the full stage progression and contact-side updates.

## 3. Advance or reassign in bulk

```bash
# move every deal in one stage to the next — preview, then re-run without --dry-run
hubspot objects search --type deals --filter "dealstage=qualifiedtobuy" \
| jq -c '{id, properties:{dealstage:"presentationscheduled"}}' \
| hubspot objects update --type deals --dry-run

# reassign open deals from one rep to another
OLD=$(hubspot owners list --format jsonl | jq -r 'select(.email=="old@co.com") | .id')
NEW=$(hubspot owners list --format jsonl | jq -r 'select(.email=="new@co.com") | .id')
hubspot objects search --type deals --filter "hubspot_owner_id=$OLD AND hs_is_closed!=true" \
| jq -c "{id, properties:{hubspot_owner_id:\"$NEW\"}}" \
| hubspot objects update --type deals --dry-run

For >100 rows, the dry-run emits a digest line; re-pipe with --digest --confirm . Full flow in bulk-operations/SKILL.md.

4. Find stalled deals

Filter cookbook with dynamic dates lives in resources/stalled-deal-queries.md. The core query:

# open deals with no activity in 30 days (macOS / Linux date examples in resources)
hubspot objects search --type deals \
  --filter "hs_last_activity_date \
  --property dealstage=closedwon --property closedate=2026-05-15

# bulk — preview first
hubspot objects search --type deals --filter "dealstage=contractsent AND hubspot_owner_id=" \
| jq -c '{id, properties:{dealstage:"closedwon", closedate:"2026-05-15"}}' \
| hubspot objects update --type deals --dry-run

Win/loss analysis (close reasons, win rate, ARR roll-up) is in the sales-reporting skill.

Known constraints

• Bulk MQL → deal needs a two-pass shell flow: associations must be built from objects create output, not in the same pipe.
• lifecyclestage is forward-only in most portal settings — backward transitions may be rejected.
• closedate is a date string (YYYY-MM-DD). Datetime activity props (hs_last_activity_date) also accept a date string for `` comparisons.
• No sequences/cadences API in the CLI — create a follow-up task via sales-execution instead.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: HubSpot
• Source: HubSpot/agent-cli-skills
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.