deal-management
Installation
SKILL.md
Resources
| File | When to use |
|---|---|
resources/lifecycle-stage-progression.md |
Lifecycle stage API values + the contact-side updates that pair with deal moves. |
resources/stalled-deal-queries.md |
Filter cookbook for stalled / no-activity / past-close-date deals with dynamic dates. |
Foundations
Read bulk-operations/SKILL.md first — JSONL piping, batch read, pagination, and the dry-run/digest/confirm flow live there. Reshape recipes are in bulk-operations/resources/json-patterns.md. hubspot <command> --help is the source of truth. Object types are plural (contacts, deals, companies). For property reference: hubspot properties list --type deals — don't hardcode property tables.
1. Discover pipelines and stages
Pipeline and stage IDs are portal-specific. Always discover at runtime — never hardcode across portals.
hubspot pipelines list --type deals --format jsonl
# {"id":"default","label":"Sales Pipeline","displayOrder":0}
# {"id":"a1b2c3d4-0000-0000-0000-000000000000","label":"Enterprise Pipeline","displayOrder":1}