Edit deal in HubSpot
Edits deal properties in HubSpot. A HubSpot private app is required in order to use this Wrk Action.
Common use cases
- Review Management & Responding
- Client Reporting
- Customer Growth & Retention
- Customer Onboarding
- Lead Enrichment
- Lead Generation
- Quote & Proposal Development
Application
- HubSpot
Inputs (what you have)
| NAME | DESCRIPTION | TYPE | REQUIRED | EXAMPLE |
|---|---|---|---|---|
| Username | HubSpot Login Credentials - username | Login Credentials | Yes | user@wrk.com |
| Private App access token | The Private App access token of your HubSpot implementation.The Private App access token can be retrieved following the steps described below:In your HubSpot account, click the settings settings icon in the main navigation bar.In the left sidebar menu, navigate to Integrations > Private App.Click View access token to display your key.The instructions on how to create a private app can be found here: https://developers.hubspot.com/docs/api/private-apps. | Login Credentials | Yes | pat-na1-13645360-0155-4eed-8c19-6dxxxxxxx63d |
| Hub Id / Portal Id | Portal / Hub Id.To check which HubSpot account you're currently in:In the upper right, click your account name.In the dropdown menu, under your account name, you can find the account name and unique Hub ID. | Integer | Yes | 12345 |
| Deal ID | The ID of the HubSpot Deal. Deal ID can be retrieved from Search deals in HubSpot. | Integer | Yes | 789 |
| Field 1 | The name of the field to update.The internal name of the field (company property) to be updated.Here is how you can find the fields internal name:In HubSpot, click the gear icon in the top right.Select Properties from the left menuFind the attribute you want the internal name for. Click the hyperlinked field name.The HubSpot internal name is visible under the Internal Name field. | Text | Yes | Dealname |
| Value 1 | Provide the value to update for "Field 1" | Text | Yes | Value1 |
| Field 2 | See Field 1 | Text | No | Dealstage |
| Value 2 | Provide the value to update for "Field 2" | Text | No | Value2 |
| Field 3 | See Field 1 | Text | No | Closed_lost_reason |
| Value 3 | Provide the value to update for "Field 3" | Text | No | Value3 |
| Field 4 | See Field 1 | Text | No | deal |
| Value 4 | Provide the value to update for "Field 4" | Text | No | Value4 |
| Field 5 | See Field 1 | Text | No | Field5 |
| Value 5 | Provide the value to update for "Field 5" | Text | No | Value5 |
Note: the value of inputs can either be a set value in the configuration of the Wrk Action within the Wrkflow, or a variable from the Data library section. These variables in the Data library section are the outputs of previous Wrk Actions in the Wrkflow.
Outputs (what you get)
| NAME | DESCRIPTION | TYPE | REQUIRED | EXAMPLE |
|---|---|---|---|---|
| Deal ID | Deal ID | Text | Yes | 345 |
| Updated at date | Date and time the the deal was last updated | Text | Yes | 2022-12-12T18:42:23.311Z |
| Deal last modification date | Last modification | Text | Yes | 2022-12-12T18:42:23.311Z |
| Deal pipeline | Deal pipeline | Text | Yes | Sales pipeline |
| Archived | Specifies whether the deal is archived or not | True/False | Yes | False |
| Deal close date | The date that the deal is to close | Date | Yes | 2022-12-12T18:42:23.311Z |
| Deal assignee | The person assigned to the deal | Text | Yes | John Doe |
| Deal name | Name of the deal | Text | Yes | Deal-1 |
| Deal amount | Amount of the deal | Number | Yes | 1500.00 |
| Deal stage | Stage of the deal | Text | Yes | Proposal |
| Deal created date | Date and time when the deal was created | Date | Yes | 2022-12-12T18:42:23.311Z |
| Created at date | Created date | Text | Yes | 2022-12-12T18:42:23.311Z |
Outcomes
| NAME | DESCRIPTION |
|---|---|
| Success | This status is selected if the deal was successfully edited in HubSpot, and the provided link can be used to directly access the file. |
| Unsuccessful | This status is selected in the event of the following scenarios:- Failed to login |
Requirements
- HubSpot account must have an active Private App access token and it must be configured within this WrkAction.