HubSpot dealswithout the spreadsheet.
Collect deal information with a simple form and download a CSV formatted for import into HubSpot.
HubSpot Deals
Try the template with up to 3 deals
What You'll Collect
Deal Name
StringThe person's name for identification and communication.
Pipeline
StringFree text, exported as the “pipeline” column.
Deal Stage
StringFree text, exported as the “dealstage” column.
Amount
NumberPrice or financial amount for transaction records.
Close Date
DateA date in YYYY-MM-DD format.
Deal Owner Email / ID
StringEmail address for contact, communication, and account recovery.
Deal Type
EnumChoose one of: newbusiness, existingbusiness.
Priority
EnumChoose one of: LOW, MEDIUM, HIGH.
Deal Probability (%)
NumberA number from 0 to 100, with up to 2 decimal places.
Deal Description
StringDetailed description or notes about this record.
Need more than three deals?
Collect up to a thousand rows instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect larger datasets.
Create your own formUp to 1,000 rows
Collect larger datasets without passing spreadsheets around.
Custom fields
Create the exact columns your workflow requires.
Validation
Help people provide complete and consistent data.
Reusable forms
Use the same form whenever you need another CSV.
How it works
From deal information to HubSpot in three steps.
01
Collect
Enter your deal information in a simple structured form.
02
Download
Download a CSV using HubSpot-compatible column headers.
03
Import
Upload the completed CSV to HubSpot's import tool.
Why use a form?
Getting the deal data is often harder than importing it.
Sending someone a spreadsheet template sounds simple until columns get renamed, required information is missed, or everyone formats their data differently.
A structured form gives people a clearer way to provide the deal information you need before you turn it into a CSV.
Missing information
Required fields are easier to communicate.
Inconsistent values
Give people structured fields instead of blank cells.
Spreadsheet back-and-forth
Collect the information directly through a form.
HubSpot Deals CSV template
A simple HubSpot Deals CSV template
Use this HubSpot Deals CSV template to collect deal information such as deal name, pipeline, deal stage, amount and close date.
Instead of sending someone a spreadsheet and asking them to fill it in, give them a simple form and download the resulting CSV when they are finished.
The downloaded CSV uses HubSpot-compatible column headers so you can upload the file to HubSpot's import tool.
Pipeline and deal stage values need to match the options configured in your HubSpot account.
If you need different fields or more than three rows, you can create your own Import Builder form and configure it for your workflow.
How-To Guides
Related Templates
More for sales teams: sales and CRM templates, moving contacts between CRMs and HubSpot CSV import errors.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started