HubSpot
HubSpot Deal Reader
This document outlines the functionality and characteristics of the HubSpot Deal Reader node, which enables automated deal data retrieval from HubSpot CRM.
Node Inputs
Filter Options
- Contact Email: Filter deals by associated contact
- Filters: Additional filtering options
- Company Domain
- Contact Email
- Deal Stage
- Contact Email: If you’re filtering by contact email, you would input the specific contact’s email here. For example, ‘contact@email.com’.
- Company Domain: This would be the domain of the company you’re associating the deals with. For example, ‘google.com’.
- Pipeline: If filtering by Deal Stage, this is the pipeline from which you’re interested in loading deals. For instance, ‘Sales Pipeline’.
- Deal Stage: The specific stages of the deals you want to load. For example, ‘Qualified to Buy’.
Data Fields
- Outputs: Select deal properties to retrieve:
- Deal name
- Owner
- Create/Close dates
- Amount
- Custom properties
Node Output
Selected deal properties provided as lists (string[]).Node Functionality
The HubSpot Deal Reader node retrieves deal information based on specified filters. Key features include:- Multiple filtering options
- Custom property selection
- Secure authentication with Gumloop
When To Use
The HubSpot Deal Reader node is valuable for sales pipeline analysis. Common use cases include:- Pipeline Management: Track deals across stages
- Revenue Forecasting: Analyze deal values and timelines
- Contact Analysis: Review deals associated with contacts
- Company Reporting: Generate company-specific deal reports
- Monitoring high-value deals in late stages
- Tracking deals for specific clients
- Analyzing pipeline velocity metrics
- Generating sales team performance reports
Important Considerations:
- Requires Authentication with HubSpot - Set up in the Credentials page
- At least one filter must be selected
- All outputs are in list format