Outcome. Deals booked in a foreign currency get a readable currency tag and a nudge to confirm the exchange rate, so pipeline reports do not quietly mix currencies without anyone noticing.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-031
flowchart TD
A[Deal currency code known, deal open] --> B{Currency is not USD?}
B -->|yes| C[Set Non Home Currency Flag = true]
B -->|no| D[Set Non Home Currency Flag = false, exit]
C --> E{Deal near close?}
E -->|yes| F[Create task: confirm exchange rate]
E -->|no| G[Exit]
When to use it, when not to
- UseUse it once native multi-currency is enabled and reps in more than one region create deals in local currency.
- UseUse it as a data-quality companion to native multi-currency, not as the currency converter itself.
- SkipDo not expect this fiche to compute a converted dollar amount.
HubSpot workflows do not do arithmetic, and currency conversion at the
exact daily rate is exactly the job native multi-currency already does
when it is switched on (Settings > Objects > Deals, or the
account-level Currencies setting) (check in your portal: exact
settings path and whether the native converted-amount property is
exposed as
amount_in_home_currencyor a differently named managed field on your portal). - SkipDo not build this if every deal in the portal already uses a single 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.5 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.6 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 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.PDF, Markdown, JSON
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 deal hygiene 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.
