Add Deal Collaborators from a Workflow & via API

What is it?

You can now set and update Deal Collaborators directly through Workflows and the CRM API. This lets teams automate collaborator assignments based on deal criteria like region, stage, or owner — no manual updates or workarounds required.

Why does it matter?

Manually managing Deal Collaborators doesn’t scale — especially for large sales orgs with shared pipelines across AEs, AMs, and partner teams. This update makes it possible to automate collaboration at scale, reduce reliance on custom fields, and improve visibility for reps who contribute to deals but aren’t the owner. It also lays the groundwork for more accurate forecasting and reporting across team-based selling motions.

How does it work?

For workflows: Navigate to HubSpot's workflows tool and set up a workflow for the deal object like this.

Then hit "back" to get to the trigger criteria for the workflow. Click on "Trigger manually" and choose Deal in the menu. Hit save and continue.

Under the Browse all actions menu, hit CRM > Edit record. In the property to edit dropdown, choose Deal Collaborator.

To add a new deal collaborator, click "Append to current value(s) and add the users you want to set. To replace a deal collaborator, click "Replace current value(s)" and choose the user you want to set. Then hit save, review and publish.

For the CRM API:

To update the deal collaborator property, use the standard CRM update API to include semicolon-prepended owner ID's as the input value for the property hs_all_collaborator_owner_ids.

Check out the following resources for more:

• Deal collaborators in API docs
• Property field types in HubSpot (The collaborator property follows the same rules as a custom owner property)
• Deal API in HubSpot
• How to find ownerIDs

Here's an example payload for crm/v3/objects/deals/batch/create

{
  "inputs": [
    {
      "properties": {
        "dealname": "Deal via API",
        "amount": "10000.00",
        "hubspot_owner_id": "12345678",
       "hs_all_collaborator_owner_ids":";12345678;87654321"
      }
    }
  ]
}

Who gets it?

All hubs and tiers