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Edit deal in HubSpot
Wrk Product avatar
Written by Wrk Product
Updated over a week ago

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:

  1. In HubSpot, click the gear icon in the top right.

  2. Select Properties from the left menu

  3. Find the attribute you want the internal name for. Click the hyperlinked field name.

  4. 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.

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