Deals

Create deals

Last updated: July 15, 2020

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.

Create a deal from a contact or company record

When you're interacting with someone through their contact or company record via call or email, you may want to create a deal when there is an opportunity for potential revenue.

To create a deal from the contact or company record:

  • In the right panel of the contact or company record, next to Deals, click + Add.

  • To create a new deal:
  • If there are existing deals that you want to associate the contact to:
    • Click the Add existing deal tab.
    • In the search box, enter terms to identify the existing deal.
    • Select the deals you want associated to the contact or company record.
    • Click Save.

The new or existing deal will be associated with the record. Learn more about the activities that will be associated to these different records.

Create a deal from your deals home

To create a deal manually:

  • In your HubSpot account, navigate to Sales > Deals.
  • In the upper right, click Create deal.
  • In the right panel, enter the details of the deal.
  • In the Associate deal with section, search for and select the company and contact the deal is related to. Learn how to include existing activities in your company and contact records in the new deal record.
  • Click Create deal. If you want to create another deal, click Create and add another instead.

Create a deal using a workflow

If you have access to workflows, 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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