Introduction

Creating deals in HubSpot allows your sales team to track opportunities, monitor progress through the pipeline, and associate deals with contacts or companies. Accurate deal creation is essential for successful sales pipeline management. We’ve provided a step-by-step interactive guide to help you create a deal in HubSpot and demonstrate how Superjoin can enhance your deal management by syncing data with Google Sheets for more advanced tracking and analysis.

Why Creating Deals in HubSpot Is Important

• Centralized Deal Tracking: Keep track of all deal progress and associated records in one place.

• Pipeline Visibility: Monitor the movement of deals through different stages of your sales pipeline.

• Enhanced Reporting: Gain valuable insights into deal performance and pipeline forecasting.

• Improved Collaboration: Share deal information across teams for better collaboration and decision-making.

How to Create a Deal in HubSpot

Using HubSpot's Built-In Deal Creation Tool

Note: Deal creation is available on all HubSpot plans.

Steps:

1. Navigate to Deals: On your HubSpot dashboard, click on Sales to expand the options.

2. Select Deals: In the drop-down menu, click on Deals to open the deal management page.

3. Click on Create Deal: In the top right corner, click Create deal.

4. Enter Deal Details: A pop-up window will appear where you can enter the deal name, amount, and close date. Associate the deal with relevant contacts, companies, or line items.

5. Create the Deal: Once all details are entered, click Create to add the deal to your pipeline.

Using Superjoin for Advanced Deal Management

Superjoin offers a powerful solution to manage and track deals by syncing HubSpot data with Google Sheets. This allows you to create, monitor, and analyze deals in a more flexible environment, making it ideal for businesses managing large datasets or requiring advanced reporting capabilities.

Steps:

1. Install Superjoin: In Google Sheets, go to Extensions > Add-ons > Get add-ons and search for Superjoin to install it.

2. Launch Superjoin: Open Superjoin by going to Extensions > Superjoin > Launch.

3. Connect HubSpot: In the Superjoin panel, click Sources, select HubSpot, and authorize the connection.

4. Import Deal Data into Google Sheets: Select Deals as the data object, choose relevant properties, and click Import to sync deal information into Google Sheets.

5. Create and Manage Deals: Use Google Sheets to track, update, and manage deal data. You can create new deals or update existing ones in bulk.

6. Sync Back to HubSpot: With Superjoin’s 2-way sync feature, any changes made to deals in Google Sheets can be synced back to HubSpot, ensuring your pipeline stays updated.

Advantages of Using Superjoin

• Automatic Data Syncs: Superjoin updates deal data automatically with weekly, daily, or hourly refreshes, ensuring your deal information is always current.

• 2-Way Sync Feature: Create or update deals in Google Sheets and sync them back to HubSpot. This allows for bulk deal creation or updates, streamlining the deal management process.

• Advanced Deal Tracking: Superjoin provides greater flexibility for tracking and analyzing deals in a spreadsheet environment, ideal for more complex reporting needs.

Superjoin enhances HubSpot deal management by enabling advanced tracking and synchronization with Google Sheets, allowing you to manage deals at scale.

Best Practices for Deal Management

• Keep Deal Details Updated: Regularly update deals with relevant information such as deal stages, close dates, and associated records.

• Track Deal Progress: Monitor deal movement through the pipeline to identify any bottlenecks or stages that require attention.

• Leverage Automation: Use tools like Superjoin to automate deal tracking and updates to save time and reduce manual entry errors.

• Collaborate Effectively: Ensure all stakeholders have access to deal information for improved team collaboration and decision-making.

Summary

Creating deals in HubSpot helps sales teams track opportunities and manage pipelines effectively. HubSpot’s built-in tools allow for simple deal creation, while Superjoin offers advanced deal management by syncing with Google Sheets for more flexibility. Superjoin’s automatic data refreshes and 2-way sync feature make it easier to track and manage deals, particularly for teams handling large volumes of data or requiring advanced reporting capabilities. Try Superjoin today!