Create deals

Use deals in HubSpot to track potential revenue through your sales process. You can associate deals with other records, such as contacts and companies involved in the deal. Once records are associated to a deal, HubSpot can associate the relevant activities to the deal record.

To customize how deals are created, learn how to:

• Set the properties that appear when users create deals.
• Set defaults for creating new deals.

To watch an overview on how to create a deal in your HubSpot account, check out the video below:

Please note: accounts that have the Business Units Add-on can create deal records for a specific business unit by selecting it in the main navigation, then, continuing one of the following processes.

Create a deal from your deals home page

To manually create a deal:

• In your HubSpot account, navigate to CRM > 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 records or line items the deal is related to.

• Click Create deal. If you want to create another deal, click Create and add another.

Create a deal on a record

To create a deal from a record you want associated with the deal:

• In the right sidebar of a record, in the Deals section, click + Add.

• Enter the details for your new deal in the Associate new tab. By default, the deal will be associated to the record. 
• Once you're done, click Create, or Create and add another to add an additional new deal.

Create a deal from your Gmail or Outlook inbox

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.

Create a deal using a workflow

Depending on your account's HubSpot subscription, you can use the Create a deal action in the workflows tool to automatically trigger a deal creation when a record 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.