Update Deal V2

Update a HubSpot deal property using a linked meeting for context, so the value can be determined automatically instead of typed in by hand.

What It Does

Reads the meeting you specify and uses it, along with any instructions you provide, to determine the value for the deal property you're updating. Depending on configuration, it either replaces the existing value or appends to it, and can pause for confirmation before writing.

When To Use It

Use this after a meeting to update a deal property based on what was discussed, such as a stage change or a revised close date. This is the preferred way to update deal properties from meeting context. Use Update Deal only for a direct, literal property write with no AI involved.

Configuration

Configure the node with these settings:

Field	What it controls
Meeting	The AskElephant meeting used as context for the update. Required.
Deal ID	The HubSpot ID of the deal to update. Required.
Deal Property to Update	The internal name of the property to update. Required.
Description	Additional instructions on how the property should be updated. Optional.
Update Method	`Append` or `Replace`. Only applies to text or multi-select properties. Defaults to `Append`.
Require Confirmation	Pause and require confirmation before writing the update. Defaults to `false`.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

This node does not emit output variables.

Example Workflow

After a pricing call, a workflow uses this node to update the deal's amount property based on the terms discussed in the meeting.

Update Deal
Update Company V2
Search Deal

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.