Calculation based on selections

[06401]

Hello all,

Our sales team manually do some calculation in excel sheet and update one of the property based on this calculation.

We would like to do this in Hubspot and I’m wondering if it’s possible?

Exampe:

In dropdown menu we choose 3 options, and as you see the formula on the right we make same calculation in E column "1.125,3,0.375 etc) and finally we calculate the all values in results.

If the result is

lower then 10, the final result will be low;

the between then 10-20 the final result will be medium;

else it will be High.

calculation

Is there a way to do that in Hubspot CRM? We use the enterprise by the way.

Thanks.

[karstenkoehler]

Hi @06401,

This can be achieved with calculation properties and a workflow. First, you’d create a final result property with options low, medium, high.

Using a calculation property, you would perform the actual calculation: Create calculation and rollup properties

The calculation property then stores the result. In a workflow, you can then enroll the record where the calculation input is known and create an if/then branch that checks whether the number falls into the low, medium or high bracket.

You would then use the “Set property value” action to set the value of the final result property (see above) to either low, medium, high.

Let me know if you have any follow-up questions!