Deals

In HubSpot, a deal represents an ongoing transaction that a sales team is pursuing with a contact or company. It’s tracked through pipeline stages until won or lost. The deals endpoints allow you to manage this data and sync it between HubSpot and other systems. 

Deals, along with companies, contacts, tickets, line items, products, and quotes, are objects in the HubSpot CRM. Learn more about object properties, associations, relationships, and more in our Understanding the CRM guide. For a more detailed look at HubSpot record types, you can use our Guide to Records.

Example use case: Your retail business uses both HubSpot and another CRM. Your business development team uses HubSpot to qualify leads when a contact enrolled in your loyalty program makes a transaction. They pass these qualified leads to the field sales team by syncing HubSpot to their CRM using the deals endpoints. 

Other use cases include creating a client in a project management system when a deal is marked closed won or executing advanced revenue reporting in a third-party platform.

Deduplication

Learn about how HubSpot deduplicates deal records in this knowledge base article.

Deal properties

Deal details are stored in default and custom properties. Custom properties store specialized information and can be managed through the CRM object properties endpoints.

Required properties for creating a deal

The dealstage property is required when creating a deal. You should also always specify the pipeline property, especially for accounts with multiple pipelines (although this is not required). If it isn't specified, the default pipeline will be used. Learn more about creating deals here.

Checking for updates (recommended)

To allow for new functionality, HubSpot will occasionally update existing default properties, and users may also change their custom properties from time to time. If your integration works with deals, it's recommended that you use the object properties endpoints to periodically check for updates.

Associations between deals and other objects

Deals can be associated with contacts, companies, engagements, line items, and tickets. It's important to note that they have one: many relationships with contacts and companies. Associations can be managed through the CRM associations endpoints.

For visual representation of how objects relate to one another in HubSpot, check out the Object Relationships section on the "Understanding the CRM" page.