Outcome. Every deal carries an amount expressed in your home currency, so pipeline totals and forecasts add up correctly across deals booked in different currencies.
Workflow map
Enrollment, branches and actions at a glance
data-quality-027
flowchart TD
A[Amount and Deal Currency Code known] --> B[Custom code: look up rate, convert amount]
B --> C{Currency in table?}
C -->|yes| D[Set Deal amount home currency]
C -->|no| E[No update; visible as unmatched in workflow history]
When to use it, when not to
- UseUse it only where native multi-currency is unavailable at your tier, is not enabled, or your team needs a specific fixed conversion rate different from HubSpot's live rate for a defined pricing period, for example a rate locked at contract signing.
- UseCheck first whether your portal's native multi-currency feature
already gives you a home-currency equivalent property (check in your
portal: if
Amount in home currencyalready exists and updates correctly in your portal, use it directly and skip this fiche entirely; check Settings > Currency Preferences first). - SkipDo not use it expecting live, always-current exchange rates. The version below uses a maintained static table, which needs periodic manual updates.
- SkipDo not use it if deals in your portal are only ever booked in one currency; there is nothing to normalize.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the data quality pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
