How to Create and Manage Deals in Hubspot

Using Hubspot to create structured deals helps your team track revenue, forecast sales, and keep every opportunity organized in one CRM pipeline.

This step-by-step guide explains how to create deals manually, from records, and through automation so your sales process stays consistent and easy to manage.

Understanding Deals in Hubspot

Deals represent potential or closed sales that move through stages in your pipeline. Each deal is tied to contacts and companies so you can see the full relationship history.

On the deal record, you can track:

Deal stage and pipeline
Amount and close date
Associated contacts and companies
Activities such as emails, calls, and meetings
Custom properties specific to your sales process

Before you start, make sure your pipelines and deal stages are configured to match how your team sells.

Ways to Create Deals in Hubspot

There are multiple ways to create deals depending on where you work in the CRM. You can create them directly from the deals index page, from contact or company records, or through automated tools like workflows.

Create a Deal from the Deals Index in Hubspot

Use this option when you want to quickly add a new opportunity and immediately choose the pipeline and stage.

In your Hubspot account, navigate to Sales > Deals.
Click Create deal.
In the right panel, enter the basic deal details:
- Deal name
- Pipeline
- Deal stage
- Amount (optional but recommended)
- Close date (optional)
Add or edit any other required properties shown in the form.
Associate the deal with relevant contacts, companies, or tickets if needed.
Click Create to save the record.

Once created, you can open the deal record to add notes, log calls, send emails, and update properties as the opportunity progresses.

Create a Deal from a Contact or Company Record in Hubspot

When you are working on a specific prospect, it is often faster to create a deal directly from their record so it is automatically associated.

Open a contact or company record.
In the middle panel, locate the Deals section.
Click + Add or Create deal.
Fill in the deal properties, including pipeline and stage.
Confirm the contact or company is associated; adjust associations if necessary.
Click Create.

This method keeps data clean by ensuring that deals are always linked to the right people and organizations in Hubspot.

Customize Deal Properties in Hubspot

Deal properties control what information you capture on each opportunity. You can customize these to match your internal sales process and reporting needs.

Default Deal Properties in Hubspot

Out of the box, you will see standard properties such as:

Deal name
Deal stage
Pipeline
Amount
Close date
Deal owner
Create date

These properties support core reporting, forecasting, and pipeline views.

Create Custom Deal Properties in Hubspot

If your team needs more detailed information, create custom properties.

In your account, go to Settings (gear icon).
Navigate to Properties.
Select Deal properties in the object selector.
Click Create property.
Define the Label, Internal name, Group, and Field type.
Click Create to save.

You can then add these properties to the deal creation form so sales reps capture the right data every time.

Set Up Deal Pipelines and Stages in Hubspot

Accurate pipelines and deal stages help you visualize your sales funnel and keep deals moving smoothly.

Configure Pipelines

Go to Settings.
Click Objects > Deals.
Open the Pipelines tab.
Create a new pipeline or edit existing ones.
Set the default pipeline for new deals if needed.

Define Deal Stages

Within each pipeline, configure the stages that match your sales cycle, such as:

Qualification
Presentation
Negotiation
Closed won
Closed lost

For each stage, you can set a win probability, which improves forecasting and reporting in Hubspot.

Automate Deal Creation in Hubspot

Automation helps your team save time and ensure every qualified lead becomes a tracked opportunity.

Use Workflows to Create Deals

With a Professional or Enterprise subscription, you can use workflows to create deals automatically.

Navigate to Automation > Workflows.
Create a new workflow based on contacts, companies, or other objects.
Set enrollment triggers, such as lifecycle stage or form submissions.
Add an action: Create record > Deal.
Choose the pipeline, stage, and properties to set on creation.
Turn the workflow on after testing.

This ensures consistency and makes sure that every high-intent contact generates a deal in Hubspot automatically.

Manage Existing Deals Efficiently in Hubspot

Once your deals are created, you need a simple way to update and track them.

Update Deals from Board and Table Views

On the deals index, you can switch between:

Board view to drag and drop deals between stages.
Table view to edit properties inline, filter, and sort.

Both views help you monitor progress and quickly adjust stages, amounts, or close dates without opening each record.

Associate Deals with Records in Hubspot

To maintain a complete history for every sale:

Associate deals with the right contacts and companies.
Link tickets when support issues influence a sale.
Attach activities like emails, notes, and meetings.

Accurate associations improve reporting and make it easier for teams to collaborate around each opportunity.

Additional Resources for Optimizing Hubspot Deals

For deeper technical details and the latest interface updates, review the official documentation on creating deals in the CRM here: Hubspot deals knowledge base.

If you need expert help designing pipelines, workflows, and deal properties, you can also consult a specialized CRM and marketing partner such as Consultevo to tailor your setup.

By configuring properties, pipelines, and automation correctly, your team can use Hubspot deals as a reliable single source of truth for every opportunity in your sales process.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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