HubSpot Core Workflow A: Contact-to-Deal Pipeline

Overview

End-to-end workflow: capture a lead, create/update contact, create company, create deal in pipeline, advance deal stages, and log activities. The primary money-path workflow for HubSpot CRM.

Prerequisites

• Completed hubspot-install-auth setup
• Scopes: crm.objects.contacts.write, crm.objects.companies.write, crm.objects.deals.write
• Understanding of your HubSpot deal pipeline and stages

Instructions

Step 1: Capture and Upsert Contact

import * as hubspot from '@hubspot/api-client';