Bring Deal Management
to LlamaIndex

dealname is required. Specify pipeline and dealstage by their IDs (use hs_list_pipelines to find). Amount is a string representing monetary value. closedate is ISO format. If no pipeline is specified, the deal goes to the default pipeline at its first stage. Create a new deal/opportunity in the HubSpot sales pipeline with name, stage, amount, and expected close date

Products serve as catalog items that sales reps can attach to deals as line items or include in quotes. Name is required. Price is the default unit price. SKU (hs_sku) is the internal product identifier. Returns the created product with its HubSpot ID. Create a new product in the HubSpot product library with name, price, SKU, and description for quoting

Returns deals with name, amount, close date, and owner. Use when the user asks "what deals are in Proposal stage?" or "how much revenue is in the Negotiation stage?" or for pipeline stage analysis. Get all deals at a specific pipeline stage to analyze bottlenecks, forecast revenue, or review stage-specific activity

Returns meeting title, start and end timestamps, outcome/disposition, and associated contacts. Meetings are logged interactions — either via calendar sync or manual entry. Use when the user asks about recent meetings, scheduled calls, or meeting history with a prospect. List recent meetings logged in HubSpot with title, participants, start/end times, and meeting outcome

For deals: sales pipeline stages like Appointment Scheduled → Qualified → Proposal → Closed Won. For tickets: support stages like New → Waiting → Closed. Returns pipeline name, stage labels, stage internal IDs (needed for creating/updating deals), and display order. Essential for finding stage IDs before deal operations. List all deal or ticket pipelines in HubSpot with their stages, display order, and IDs

Returns quote title, approval status (draft/pending/approved/rejected), total amount, expiration date, and associated deal. Quotes are formal price proposals sent to prospects. Use when the user asks about pending quotes, proposal status, or approved pricing documents. List sales quotes in HubSpot with title, status, total amount, and expiration date

Returns deal name, pipeline stage, monetary amount, pipeline name, expected close date, and assigned owner. Use when the user asks about pipeline status, wants to find a specific deal, needs to check deal amounts, or wants to review upcoming closes. Search HubSpot deals by name to find opportunities in the sales pipeline with stage, amount, and close date

Returns product name, unit price, SKU, and description. Products are the catalog items that can be added to deals via line items or included in quotes. Use when the user asks about available products, needs to check pricing, or wants to find a product ID for deal line items. Search HubSpot product library by name to find items available for quoting with prices and SKUs

Only specified fields are updated. Common use: advance dealstage when a deal progresses in the pipeline, update amount after negotiation, push closedate when timeline shifts. Use when the user says a deal moved stages, the amount changed, or a close date was updated. Update an existing HubSpot deal — change stage, amount, close date, or name to reflect pipeline progress