How to Create a Deal in HubSpot Instantly

The Traditional HubSpot Way

Creating a deal in HubSpot requires:

1. Navigate to Sales → Deals
2. Click Create deal
3. Enter Deal name
4. Set Amount
5. Select Pipeline and Stage
6. Choose Close date
7. Assign Owner
8. Associate with Company/Contacts
9. Click Create

For a fully-detailed deal, this takes 2-3 minutes.

The Shabe Way

Just say it all at once:

"Create a deal for Acme Inc, $100k, closing in Q1"

Shabe parses your intent and creates the deal with all relevant fields populated.

What Shabe Understands

"Create a deal for Acme Inc, $100k, closing in Q1"
→ Deal Name: Acme Inc Deal
→ Amount: $100,000
→ Close Date: Q1 2025 (end date)
→ Company: Acme Inc (creates association)

"Add a deal: Enterprise upgrade for BigCo, 50K, closing Feb 15"
→ Deal Name: Enterprise upgrade for BigCo
→ Amount: $50,000
→ Close Date: February 15, 2025
→ Company: BigCo

"New deal with john@techcorp.com, $75k annual contract"
→ Associated Contact: john@techcorp.com
→ Amount: $75,000
→ Deal Type: Annual contract

Confirmation Flow

Shabe shows a preview before creating:

Creating deal:
- Name: Acme Inc Deal
- Amount: $100,000
- Close Date: Q1 2025 (Mar 31)
- Company: Acme Inc
- Pipeline: Default
- Stage: Qualification

Confirm? [Yes] [Edit] [Cancel]

After Creating

Shabe offers next steps:

• "Add contacts to this deal"
• "Move to Demo stage"
• "Create a task to follow up"
• "Log a note"

Why Speed Matters

Sales reps create an average of 12 deals per week. At 2-3 minutes each, that's 30-40 minutes per week just on deal creation. With Shabe:

• 90% faster deal creation
• No context switching
• Consistent data entry
• More time selling

Get Started

Connect your HubSpot to Shabe and try "Create a deal for [company], [amount], closing [date]" to experience instant deal creation.