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Deal currency normalization to 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: Sales Hub Professional.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeDeals 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 mapdeal-hygiene-031
Deal currency code known, deal open leads to Currency is not USD?. Currency is not USD? leads to yes: Set Non Home Currency Flag = true; no: Set Non Home Currency Flag = false, exit. Set Non Home Currency Flag = true leads to Deal near close?. Deal near close? leads to yes: Create task: confirm exchange rate; no: Exit. yes no yes no Deal currency code known, deal open Currency is not USD? Set Non Home Currency Flag = true Set Non Home Currency Flag = false, exit Deal near close? Create task: confirm exchange rate Exit
Deal currency code known, deal open leads to Currency is not USD?. Currency is not USD? leads to yes: Set Non Home Currency Flag = true; no: Set Non Home Currency Flag = false, exit. Set Non Home Currency Flag = true leads to Deal near close?. Deal near close? leads to yes: Create task: confirm exchange rate; no: Exit. yes no yes no Deal currency code known, deal open Currency is not USD? Set Non Home Currency Flag = true Deal near close? Create task: confirm exchange rate Exit Set Non Home Currency Flag = false, exit

When to use it, when not to

Use it

  • Use it once native multi-currency is enabled and reps in more than one region create deals in local currency.
  • Use it as a data-quality companion to native multi-currency, not as the currency converter itself.
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Skip it

  • Do 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_currency or a differently named managed field on your portal).
  • Do not build this if every deal in the portal already uses a single currency. There is nothing to normalize.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 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 · 6 numbered actions

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

Known pitfalls · 5

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

Test plan and UAT script · 5 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

The properties JSON creates the fields in one call. The workflow JSON documents the build.

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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