Automate a sales-to-CS handoff when a HubSpot deal closes won using code

# Verify your HubSpot token works
curl -s "https://api.hubapi.com/crm/v3/objects/deals?limit=1" \
  -H "Authorization: Bearer $HUBSPOT_TOKEN" | head -c 200

import os
import requests
 
HUBSPOT_TOKEN = os.environ["HUBSPOT_TOKEN"]
HEADERS = {"Authorization": f"Bearer {HUBSPOT_TOKEN}", "Content-Type": "application/json"}
 
def get_deal_details(deal_id):
    """Fetch full deal record with associations."""
    resp = requests.get(
        f"https://api.hubapi.com/crm/v3/objects/deals/{deal_id}",
        headers=HEADERS,
        params={
            "properties": "dealname,amount,closedate,hubspot_owner_id,contract_length,description",
            "associations": "contacts",
        },
    )
    resp.raise_for_status()
    return resp.json()
 
def get_contact(contact_id):
    """Fetch contact details."""
    resp = requests.get(
        f"https://api.hubapi.com/crm/v3/objects/contacts/{contact_id}",
        headers=HEADERS,
        params={"properties": "firstname,lastname,email,phone,jobtitle,company"},
    )
    resp.raise_for_status()
    return resp.json()
 
def get_owner(owner_id):
    """Resolve owner ID to name."""
    resp = requests.get(
        f"https://api.hubapi.com/crm/v3/owners/{owner_id}",
        headers=HEADERS,
    )
    resp.raise_for_status()
    data = resp.json()
    return f"{data.get('firstName', '')} {data.get('lastName', '')}".strip()

from slack_sdk import WebClient
 
def post_handoff(deal, contact, owner_name):
    props = deal["properties"]
    c_props = contact["properties"]
    amount = float(props.get("amount") or 0)
 
    blocks = [
        {"type": "header", "text": {"type": "plain_text", "text": "🎉 New Closed-Won Deal — CS Handoff"}},
        {"type": "section", "fields": [
            {"type": "mrkdwn", "text": f"*Deal*\n{props['dealname']}"},
            {"type": "mrkdwn", "text": f"*Value*\n${amount:,.0f}"},
            {"type": "mrkdwn", "text": f"*Sales Rep*\n{owner_name}"},
            {"type": "mrkdwn", "text": f"*Close Date*\n{props.get('closedate', 'N/A')[:10]}"},
        ]},
        {"type": "divider"},
        {"type": "section", "text": {"type": "mrkdwn", "text": (
            f"*Primary Contact*\n"
            f"{c_props.get('firstname', '')} {c_props.get('lastname', '')} "
            f"({c_props.get('jobtitle', 'No title')})\n"
            f"📧 {c_props.get('email', 'No email')}\n"
            f"📞 {c_props.get('phone', 'No phone')}"
        )}},
        {"type": "section", "text": {"type": "mrkdwn", "text": (
            f"*Contract Length*\n{props.get('contract_length', 'Not specified')}"
        )}},
    ]
 
    if props.get("description"):
        blocks.append({"type": "section", "text": {
            "type": "mrkdwn",
            "text": f"*Sales Notes*\n{props['description'][:500]}",
        }})
 
    blocks.append({"type": "actions", "elements": [{
        "type": "button",
        "text": {"type": "plain_text", "text": "View Deal in HubSpot"},
        "url": f"https://app.hubspot.com/contacts/{os.environ.get('HUBSPOT_PORTAL_ID', 'YOUR_PORTAL_ID')}/deal/{deal['id']}",
    }]})
 
    slack = WebClient(token=os.environ["SLACK_BOT_TOKEN"])
    result = slack.chat_postMessage(
        channel=os.environ["SLACK_CHANNEL_ID"],
        text=f"CS Handoff: {props['dealname']}",
        blocks=blocks,
        unfurl_links=False,
    )
    return result["ts"]

def create_cs_task(deal, contact, owner_name, cs_owner_id):
    props = deal["properties"]
    c_props = contact["properties"]
    amount = float(props.get("amount") or 0)
 
    resp = requests.post(
        "https://api.hubapi.com/crm/v3/objects/tasks",
        headers=HEADERS,
        json={
            "properties": {
                "hs_task_subject": f"Onboarding: {props['dealname']}",
                "hs_task_body": (
                    f"New closed-won deal ready for CS onboarding.\n\n"
                    f"Deal: {props['dealname']}\n"
                    f"Value: ${amount:,.0f}\n"
                    f"Sales Rep: {owner_name}\n"
                    f"Contact: {c_props.get('email', 'N/A')}"
                ),
                "hs_task_status": "NOT_STARTED",
                "hs_task_priority": "HIGH",
                "hubspot_owner_id": cs_owner_id,
            },
            "associations": [{
                "to": {"id": deal["id"]},
                "types": [{"associationCategory": "HUBSPOT_DEFINED", "associationTypeId": 204}],
            }],
        },
    )
    resp.raise_for_status()
    return resp.json()

from flask import Flask, request, jsonify
 
app = Flask(__name__)
CS_OWNER_ID = os.environ.get("CS_OWNER_ID", "YOUR_CS_REP_OWNER_ID")
 
@app.route("/webhook/closed-won", methods=["POST"])
def handle_closed_won():
    payload = request.json
    deal_id = payload.get("objectId") or payload[0].get("objectId")
 
    deal = get_deal_details(deal_id)
    if deal["properties"].get("dealstage") != "closedwon":
        return jsonify({"status": "skipped"}), 200
 
    # Get primary contact
    contacts = deal.get("associations", {}).get("contacts", {}).get("results", [])
    contact = get_contact(contacts[0]["id"]) if contacts else {"properties": {}}
 
    owner_name = get_owner(deal["properties"]["hubspot_owner_id"])
 
    post_handoff(deal, contact, owner_name)
    create_cs_task(deal, contact, owner_name, CS_OWNER_ID)
 
    return jsonify({"status": "ok"}), 200
 
if __name__ == "__main__":
    app.run(port=3000)

def check_recent_closed_won():
    """Search for deals closed in the last hour."""
    one_hour_ago = str(int((datetime.now(timezone.utc) - timedelta(hours=1)).timestamp() * 1000))
 
    resp = requests.post(
        "https://api.hubapi.com/crm/v3/objects/deals/search",
        headers=HEADERS,
        json={
            "filterGroups": [{"filters": [
                {"propertyName": "dealstage", "operator": "EQ", "value": "closedwon"},
                {"propertyName": "hs_lastmodifieddate", "operator": "GTE", "value": one_hour_ago},
            ]}],
            "properties": ["dealname", "amount", "closedate", "hubspot_owner_id", "contract_length", "description"],
            "limit": 100,
        },
    )
    resp.raise_for_status()
    return resp.json()["results"]