Last updated: October 13, 2020
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Use deals in HubSpot to track potential revenue. Create a deal when a contact takes an action that could lead to revenue, such as booking a meeting with you to discuss your product or service.
When created, a deal record should be associated with the contacts and companies that are involved with the deal. This helps HubSpot with associating the relevant activities to the deal record.
To create a deal from the contact or company record:
The new or existing deal will be associated with the record. Learn more about the activities that will be associated to these different records.
To create a deal manually:
If you have access to the Create a deal action in the workflows tool, you can automatically trigger a deal creation when a contact, or another object, meets certain conditions. For example, if a contact meets a certain value in a score property, a deal could automatically be created and assigned to your sales team. Learn how to create deals via workflow.
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