How to Create Deals in HubSpot
The following guide will take you through all the steps to create deals in HubSpot.
Deals help track potential revenue and sales opportunities in HubSpot. You can associate deals with contacts, companies, or line items to keep everything connected.
Create a Deal Manually
- Go to CRM > Deals in HubSpot.
- Click Create deal (top right).
- Enter the deal details (e.g., deal name, amount, stage).
- In Associate deal with, link related contacts, companies, or line items.
- Click Create deal (or Create and add another to add multiple deals).
Create a Deal from a Record
- Open a contact, company, or ticket record.
- In the right sidebar under Deals, click + Add.
- Enter the deal details (it will automatically associate with the record).
- Click Create.
Create a Deal from Your Inbox (Gmail & Outlook)
- If you have the HubSpot Sales Chrome Extension or Outlook Add-in, you can create deals directly from your inbox.
- Open a contact profile in Gmail or Outlook, then follow the prompts to create a deal.
Automate Deal Creation with Workflows
(Professional & Enterprise Only)
- Set up a workflow to create deals when a contact meets specific conditions (e.g., reaching a lead score).
- Go to Workflows > Create a deal action and configure the automation.
Once created, you can manage deals in your pipeline, move them through stages, and track revenue in reports.