hubspot-search-deals_skill

Overview

This skill searches deals in HubSpot CRM by name and/or minimum amount. It returns structured results with deal properties, URL, and total count so you can quickly scan matches. Use natural commands like "search deals", "find deal", or "deals over $X" to trigger it.

How this skill works

The skill queries HubSpot's Deals API using a partial-match name filter (CONTAINS_TOKEN) and an amount filter (GTE) when provided. Results are sorted by creation date (newest first) and returned in JSON with key fields: deal name, amount, stage, close date, id, and URL. It performs a pre-flight config check and reports common errors such as authentication issues or missing scopes.

When to use it

• Find specific deals by partial or full name.
• Locate deals above a certain monetary threshold (e.g., deals over $50,000).
• Combine name and amount filters to narrow results quickly.
• Audit recent deal activity sorted by newest first.
• As a first step before updating or creating deals programmatically.

Best practices

• Run the config check before use to confirm authentication and scopes are valid.
• Use concise name fragments for broader matches (CONTAINS_TOKEN search).
• Provide a minimum amount to reduce noise when looking for high-value deals.
• Limit results when integrating into UI flows to avoid long lists.
• Handle API rate limits (429) by retrying with exponential backoff.

Example use cases

• Search for all deals containing "Enterprise" with a minimum amount of $10,000 to prepare a renewal outreach list.
• Find deals over $100,000 to build a high-value opportunities report.
• Lookup a specific prospect by name to view stage and close date before a sales call.
• Combine name and amount filters to locate missed high-priority deals for pipeline cleanup.
• Run a quick check to confirm whether a new lead already has an associated deal.