Last updated: May 7, 2021
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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.
Once you’ve installed the HubSpot Sales Chrome extension, the Office 365 add-in, or the Outlook desktop add-in, you can create deals for your contacts from within your inbox. Learn how to create deals using contact profiles in Gmail, or contact profiles in Office 365 and Outlook on desktop.
When importing records into HubSpot, you may encounter errors. Below, learn how to download an error file,...
HubSpot uses the Contact owner, Company owner, Deal owner, and Ticket owner properties to set the ownership...
HubSpot has a number of default deal properties to help you track and manage your deals. You can also create...