Deal ManagementEasy30 seconds
How to Create a Deal from a Contact in HubSpot
Learn how to quickly create deals associated with existing contacts in HubSpot. Streamline opportunity creation from contacts.
The HubSpot Way
Multiple clicks through menus and forms:
Open contact → Deals section → Create deal → Fill details → Save
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"Create a deal for john@acme.com, $75k, Q1"
⚡ Instant results in seconds
Why Create from Contacts
Creating deals from contacts ensures:
- Automatic association - linked records
- Context preservation - contact history
- Faster creation - pre-filled data
- Relationship tracking - complete view
The Traditional HubSpot Way
- Find and open contact
- Go to Deals section
- Click Create deal
- Fill deal details
- Deal auto-associates with contact
- Save
The Shabe Way
"Create a deal for john@acme.com, $75k, Q1"
Shabe finds the contact, creates the deal, and associates them.
Query Examples
"Create deal for Sarah Chen, $100k enterprise license"
"Add opportunity for john@techcorp.com, closing next month"
"Make a deal for Acme Inc contacts, $50k"
"Create Q1 deal for my enterprise contacts"
Bulk Deal Creation
"Create deals for all my qualified leads"
"Add opportunities for demo attendees"
"Make deals from all SQL contacts"
Auto-Association
Shabe automatically:
- Links deal to contact
- Links to contact's company
- Preserves contact context
- Inherits contact owner
Get Started
Connect HubSpot to Shabe for instant deal creation from contacts.
Stop Clicking. Start Talking.
Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.