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Aug 4, 2024, 11:43:52 PM8/4/24
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InHubSpot, deals represent transactions with contacts or companies. Deals are tracked through your sales process in pipeline stages until they're won or lost. The deals endpoints allow you to manage create and manage deal records, as well as sync deal data between HubSpot and other systems.

Learn more about objects, records, properties, and associations APIs in the Understanding the CRM guide. For more general information about objects and records in HubSpot, learn how to manage your CRM database.


In your request, include your deal data in a properties object. You can also add an associations object to associate your new deal with existing records (e.g., contacts, companies), or activities (e.g., meetings, notes).


When creating a new deal, you should include the following properties in your request: dealname, dealstage and if you have multiple pipelines, pipeline. If a pipeline isn't specified, the default pipeline will be used.


Please note: you must use the internal ID of a deal stage or pipeline when creating a deal via the API. The internal ID will also be returned when you retrieve deals via the API. You can find a deal stage's or pipeline's internal ID in your deal pipeline settings.


When creating a new deal, you can also associate the deal with existing records or activities in an associations object. For example, to associate a new deal with an existing contact and company, your request would look like the following:


The type of the association between the deal and the record/activity. Include the associationCategoryand associationTypeId. Default association type IDs are listed here, or you can retrieve the value for custom association types (i.e. labels) via the associations API.


For the batch read endpoint, you can also use the optional idProperty parameter to retrieve deals by a custom unique identifier property. By default, the id values in the request refer to the record ID (hs_object_id), so the idProperty parameter is not required when retrieving by record ID. To use a custom unique value property to retrieve deals, you must include the idProperty parameter.


You can update deals individually or in batches. For existing deals, the deal ID is a default unique value that you can use to update the deal via API, but you can also identify deals using custom unique identifier properties.


You can pin an activity on a deal record via API by including the hs_pinned_engagement_id field in your request. In the field, include the id of the activity to pin, which can be retrieved via the engagements APIs. You can pin one activity per record, and the activity must already be associated with the deal prior to pinning.


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Deals represent ongoing, lost or won sales to an organization or to a person. Each deal has a monetary value and must be placed in a stage. Deals can be owned by a user, and followed by one or many users. Each deal consists of standard data fields but can also contain a number of custom fields. The custom fields can be recognized by long hashes as keys. These hashes can be mapped against DealField.key. The corresponding label for each such custom field can be obtained from DealField.name.


Returns all deals. This is a cursor-paginated endpoint that is currently in BETA. For more information, please refer to our documentation on pagination. Please note that only global admins (those with global permissions) can access these endpoints. Users with regular permissions will receive a 403 response. Read more about global permissions here.


Searches all deals by title, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found deals can be filtered by the person ID and the organization ID.


A comma-separated string array. The fields to perform the search from. Defaults to all of them. Only the following custom field types are searchable: address, varchar, text, varchar_auto, double, monetary and phone. Read more about searching by custom fields here.


The type of the intervalValueDescriptiondayDayweekA full week (7 days) starting from start_datemonthA full month (depending on the number of days in given month) starting from start_datequarterA full quarter (3 months) starting from start_date


The 3-letter currency code of any of the supported currencies. When supplied, totals_converted is returned per each interval which contains the currency-converted total amounts in the given currency. You may also set this parameter to default_currency in which case the user's default currency is used.


Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.

If a company uses the Campaigns product, then this endpoint will also return the data.marketing_status field.


Adds a new deal. All deals created through the Pipedrive API will have a origin set to API. Note that you can supply additional custom fields along with the request that are not described here. These custom fields are different for each Pipedrive account and can be recognized by long hashes as keys. To determine which custom fields exists, fetch the dealFields and look for key values. For more information, see the tutorial for adding a deal.


The tax option to be applied to the products. When using inclusive, the tax percentage will already be included in the price. When using exclusive, the tax will not be included in the price. When using none, no tax will be added. Use the tax field for defining the tax percentage amount. By default, the user setting value for tax options will be used. Changing this in one product affects the rest of the products attached to the deal


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.


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.

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