CRM · CLONE SKILL

HubSpot DealsHubSpot deal pipeline updates by AI clone

HubSpot Deals is a Clone skill that creates, updates and tracks HubSpot deals as they move through your pipeline stages. Sales rep, sales ops and executive clones use it to open new deals, advance stages after a call and list open deals by pipeline. It requires a HubSpot connection, and your clone only changes what you permit.

HubSpot
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Move the renewal deal to Contract Sent and list what's still open in the enterprise pipeline.

Done. The renewal is now in Contract Sent. You have 14 open deals in the enterprise pipeline, and 3 have a close date this month.

Enterprise pipelineHubSpot · just now
Renewal deal
Moved to Contract Sent
Open deals
14
Closing this month
3
Earliest stage
Discovery (5 deals)

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Create a deal for a company”
“Move a deal to a new stage”
“List open deals by pipeline”

How it works

  1. 1

    Connect HubSpot

    Link your HubSpot portal and set which deal actions your clone may take in each pipeline.

  2. 2

    Tell it what changed

    After a call or a signed proposal, ask your clone to create the deal or move it to its new stage.

  3. 3

    See the pipeline

    Ask for open deals by pipeline any time. Your clone answers from HubSpot and logs each change it makes.

Deal stages updated right after the call, not at week's end A current view of open deals by pipeline on request New deals created for the right company in one message

Clones that run HubSpot Deals

Skills belong to roles. These clones put HubSpot Deals to work as part of their job.

Cormac DelaneyAI HubSpot AdminJake MercerAI Inside Sales Rep

HubSpot Deals: questions

What is AI HubSpot deal tracking?

It is an AI that keeps your HubSpot deals current. With Clone, your clone creates deals, moves them through pipeline stages and lists open deals whenever you ask.

Do I need to connect HubSpot?

Yes. Connect your HubSpot portal once and set object-level permissions for the deals and pipelines your clone may change.

Which clones use HubSpot Deals?

Sales rep, sales ops and executive clones use it most. Reps keep stages current, and executives ask for a quick view of a pipeline.

Can I ask for a pipeline summary in chat?

Yes. Ask your clone for open deals in any pipeline, and it replies with counts, stages and close dates straight from HubSpot.

Related skills

GoHighLevel PipelineCreates and tracks GoHighLevel opportunities, moves deals through pipeline stages, and analyzes pipeline performance.Salesforce PipelineCreates, updates, and closes Salesforce opportunities, manages contact roles, and shows pipeline by stage or account.GoHighLevel ContactsCreates, finds, updates, and organizes contacts in GoHighLevel.HubSpot CompaniesCreates, finds, and updates company records in HubSpot.HubSpot ContactsCreates, searches, updates, merges, and deletes HubSpot contacts, and manages list membership and associations.Odoo UpdatesUpdates Odoo CRM opportunities and accounts-receivable invoices one record at a time. Every change is previewed and confirmed by a person.

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Updated October 2026