I’m trying to figure out a way to create a new field on the “deal” object that takes the “amount” field and multiplies it by a certain number depending on what’s selected in the “forecast category” field (e.g., if “forecast category” = “commit”, then multiply “amount” by .75 and put that value in “forecast category weighted amount” field). I spoke with HubSpot support, and this isn’t possible to do at this time. It would be great to be able to use if/then statements to calcuate fields via a custom field creation and/or a workflow.
Status: Idea Submitted
great Idea! We are looking for something similar.
+1 to this!
Being able to use if/then logic opens up the power of the CRM to a completely different level. I’d like to be able to calculate estimated revenue based upon many different factors…
if customer type 1 then…
if purchase price >= X then…
- Dropdown Menu ABC = high price model
- estimated revenue = (purchase price - (purchase price * discount amount) ) * Commission
if *purchase price <=X then...*
- Dropdown Menu ABC = low price model
- estimated revenue = (purchase price * Commission)
if customer type 2 and purchase price >= X then …
… And so on and so forth. Having this much control to use the properties in unique ways is a game changer to being able to do massive amounts of calculations and decisions that can create HIGHLY personalized structures for a variety of clients. If Hubspot implements this, they’re able to become the most customizable CRM ever.