Advance a Deal Stage
A 2-step recipe with HubSpot. We can help you get access.
Recipe · 2 steps
Advance a Deal Stage
with HubSpot · Opportunity & Pipeline Management
Works with AI assistants
Search a deal by name and update its dealstage property.
- Search the deals object for a record whose dealname equals the supplied value, returning at most one match.
- Patch the matched deal to set its dealstage to the supplied pipeline stage. Only the dealstage property is changed.
What you'll need to have ready
- dealname: The dealname value used to locate the deal to advance.
- dealstage: The internal ID of the pipeline stage to move the deal to.
For your developer
Arazzo workflow hubspot:advance-deal-stage, 2 operations: searchDeals → updateDeal. Specs on APIs.io.