Create deal

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Tags: #hubspot #crm #sales #deal #naas_drivers #snippet
Author: Florent Ravenel​
Last update: 2023-04-12 (Created: 2022-02-21)
Description: This notebook allows users to create deals in HubSpot, helping them to manage their sales pipeline.
Input
Import libraries
from naas_drivers import hubspot
import naas
Setup HubSpot
👉 Starting November 30, 2022, HubSpot API keys no longer enable access to HubSpot APIs, so in Naas version 2.8.3 and above, you need create a private app and use the access token.
Enter Your Access Token
HS_ACCESS_TOKEN = naas.secret.get("HS_ACCESS_TOKEN") or "YOUR_HS_ACCESS_TOKEN"
Enter deal parameters
dealname = "TEST"
closedate = None  # must be in format %Y-%m-%d
amount = None
hubspot_owner_id = None
Enter deal stage ID
df_pipelines = hubspot.connect(HS_ACCESS_TOKEN).pipelines.get_all()
df_pipelines
dealstage = "5102584"
Model
Create deal using send method
This method will allow you to add any deal properties available in your HubSpot.
deal1 = {
    "properties": {
        "dealstage": dealstage,
        "dealname": dealname,
        "amount": amount,
        "closedate": closedate,
        "hubspot_owner_id": hubspot_owner_id,
    }
}
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deal1 = hubspot.connect(HS_ACCESS_TOKEN).deals.send(send_deal)
Create deal using create method
deal2 = hubspot.connect(HS_ACCESS_TOKEN).deals.create(dealname, dealstage, closedate)
Output
Display results
deal1
deal2
Get contact details from URL
Hugging Face
Last modified 1mo ago