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Currency normalization on deal amount to a home-currency property

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeEvery deal carries an amount expressed in your home currency, so pipeline totals and forecasts add up correctly across deals booked in different currencies.
Workflow mapdata-quality-027
Amount and Deal Currency Code known leads to Custom code: look up rate, convert amount. Custom code: look up rate, convert amount leads to Currency in table?. Currency in table? leads to yes: Set Deal amount home currency; no: No update; visible as unmatched in workflow history. yes no Amount and Deal Currency Code known Custom code: look up rate, convert amount Currency in table? Set Deal amount home currency No update; visible as unmatched in workflow history
Amount and Deal Currency Code known leads to Custom code: look up rate, convert amount. Custom code: look up rate, convert amount leads to Currency in table?. Currency in table? leads to yes: Set Deal amount home currency; no: No update; visible as unmatched in workflow history. yes no Amount and Deal Currency Code known Custom code: look up rate, convert amount Currency in table? Set Deal amount home currency No update; visible as unmatched in workflow history

When to use it, when not to

Use it

  • Use 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.
  • Check 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 currency already exists and updates correctly in your portal, use it directly and skip this fiche entirely; check Settings > Currency Preferences first).
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Skip it

  • Do not use it expecting live, always-current exchange rates. The version below uses a maintained static table, which needs periodic manual updates.
  • Do not use it if deals in your portal are only ever booked in one currency; there is nothing to normalize.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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