Open a pre-filled form straight from the deal, and write the answers back to that same deal

// Renders in the deal sidebar. HubSpot passes the deal id in context,
// so the form is filled from THIS deal before it opens.
import React, { useState, useEffect } from 'react';
import { Button, Form, Select, Input, Text, hubspot } from '@hubspot/ui-extensions';

hubspot.extend(({ context }) => <ScopingCard dealId={context.crm.objectId} />);

function ScopingCard({ dealId }) {
  const [deal, setDeal] = useState(null);
  const [need, setNeed] = useState('');

  useEffect(() => {                              // load this deal's live values
    hubspot.serverless('getDeal', { propertiesToSend: ['hs_object_id', 'dealname', 'amount'] })
      .then(setDeal);
  }, []);

  if (!deal) return <Text>Loading this deal...</Text>;

  const save = (v) =>
    hubspot.serverless('saveScoping', { propertiesToSend: ['hs_object_id'], parameters: { ...v, need } });

  return (
    <Form onSubmit={save}>
      <Text>{deal.dealname} · ${deal.amount}</Text>
      <Select name="need" label="Primary need" required onChange={setNeed}
        options={[{label:'Fleet upfitting',value:'fleet'},
                 {label:'Single vehicle',value:'single'}]} />
      {need === 'fleet' && <Input name="vehicles" label="How many vehicles?" />}
      {need === 'single' && <Input name="model" label="Make and model" />}
      <Button type="submit" variant="primary">Save to deal</Button>
    </Form>
  );
}

// PATCHes the SAME deal id. No new record, no email matching.
const hubspot = require('@hubspot/api-client');

exports.main = async (context = {}) => {
  const dealId = context.propertiesToSend.hs_object_id;
  const { need, vehicles, model, timeline, notes } = context.parameters;
  const client = new hubspot.Client({ accessToken: process.env['PRIVATE_APP_ACCESS_TOKEN'] });

  await client.crm.deals.basicApi.update(dealId, {
    properties: {
      scoping_status:   'completed',
      scoping_need:     need,
      scoping_vehicles: vehicles || '',
      scoping_model:    model || '',
      scoping_timeline: timeline || '',
      scoping_notes:    notes || '',
      scoping_updated:  new Date().toISOString()
    }
  });
  return { ok: true, dealId };
};