Amount (value) Property to calculate company currency amount

Smart CRM & Sales Hub Sales Hub Tools
1

Hi

We have 2 Amount properties in our deals piplines:

  • Amount (local currency entered can be UK Sterling, CAN $, USD $, HK $, etc…)
  • Amount in Company Currency (amount values converted in company currency which is AUD $)

Within the Amount Property figure, there 2 revenue streams that need to be visible by value. So I created 2 “sub” properties called:

  • DM Amount (Local Currency)
  • IQ Amount (Local Currency)

These are the breakdown of the TOTAL value displayed in the Amount Property (Local Currency)

I have also created 2 further properties showing the breakdown in Amount in Company Currency Property:

  • DM Amount in Company Currency
  • IQ Amount in Company Currency

QUESTION: what is the hubspot calculation format to work out the DM & IQ Amounts in Company Currency (in AUD $) based on what is populated in the:

  • DM Amount (Local Currency) Property
  • IQ Amount (Local Currency) Property

Thank you.

2

@AzherRubbani I hate to be the bearer of bad news, but from what I could find there is no way to dynamically convert currency for custom properties in the same way that HubSpot does for you.

You could suggest this as an idea, or you could look at whether a developer could code something for you in a custom workflow to create a dynamic currency conversion - in which case I recommend reposting your question in the developer discussion.