Achieving integration of Make or Zapier with HubSpot.

AExterna
Participant

I have a free plan, and I needed a calculated property (in deals), but since it's not available on that plan, I was advised to use Make or Zappier. I've tried, but I couldn't get Make to automate all the properties, and the examples it generated only increased the value of one property. I just wanted to subtract between properties and calculate a percentage of a property, and of those calculations, only one property belonged to HubSpot. Is there anyone who can help me get this integration working? I'm a complete beginner with very little programming knowledge (almost none).

0 Upvotes
3 Replies 3
MuhammadAmjad
Participant

Hi @AExterna,

I build Make.com automations for HubSpot daily, and this is perfect for workflow automation. Since you're on the Free plan without calculated properties, Make is the right solution—you just need to structure it correctly.

What You're Trying to Do:
1. Take values from HubSpot deal properties
2. Subtract one from another
3. Calculate a percentage
4. Write the result back to HubSpot

Step-by-Step Make.com Setup

Step 1: Create Output Property in HubSpot
Before building in Make:
- Go to Settings > Properties > Create Property
- Type: Number
- Object: Deal
- Name it something like "calculated_result"

Step 2: Build Your Make Scenario

Module 1 - HubSpot: Watch Deals
- Triggers whenever a deal is created/updated
- Add filter: only run when your input properties are not empty

Module 2 - Set Variables (Do the Math)
- Click the + button > Tools > Set Variable
- Variable name: result
- Value: Enter your formula using the mapped values

Example for subtraction:
{{1.property_a}} - {{1.property_b}}

Example for percentage:
({{1.property_a}} / {{1.property_b}}) * 100

Module 3 - HubSpot: Update a Deal
- Deal ID: {{1.hs_object_id}}
- Find your output property (the one you created in Step 1)
- Set value to: {{result}}

Real Example:

Let's say you want discount percentage:
- Deal has "original_price" = 100
- Deal has "sale_price" = 80
- You want to calculate discount %

Formula: ((100 - 80) / 100) * 100 = 20%

In Make's Set Variable:
(({{1.original_price}} - {{1.sale_price}}) / {{1.original_price}}) * 100

Common Mistakes:
1. Forgetting to create the output property in HubSpot first
2. Using text field instead of number field
3. Not handling empty/null values (add filters)
4. Not mapping the Deal ID in the Update module

Handling External Data:

You mentioned only one property is in HubSpot. If your other values are in Google Sheets:
1. Add Google Sheets "Search Rows" module
2. Search by deal name or ID
3. Pull the external values
4. Do calculation: HubSpot value + Sheet value
5. Write back to HubSpot

Why Make Over Zapier:
- Better for math operations
- Visual formula builder
- Easier complex calculations
- More cost effective

Share your specific property names and the calculation you need, and I'll write the exact formula for you.

0 Upvotes
RubenBurdin
Top Contributor

Hi @AExterna , I feel you. This one is confusing at first because HubSpot “calculation properties” are a product feature, but Make/Zapier can’t magically create a calculated field inside HubSpot on Free.

 

What they can do is: read the inputs, do the subtraction/percentage in their own step, then write the result into a regular HubSpot number property you created for the output (https://knowledge.hubspot.com/properties/create-calculation-properties).

 

The key is that all the numbers you want to use in the formula must be available to the automation at runtime. If two of the inputs are not HubSpot properties, you’ll need Make/Zapier to pull them from wherever they live first (Google Sheets, your invoicing tool, a form, etc.), then do the math, then “Update Deal” in HubSpot to store the result in a property (https://knowledge.hubspot.com/properties/create-and-edit-properties).

 

That’s also why you saw examples that only “increase one property”, they were probably using “increment” instead of setting a computed value. Where do the two non-HubSpot values live today (another app, a spreadsheet, manual entry)? Once that’s clear, the exact Make/Zapier steps become pretty straightforward.

Did my answer help? Please mark it as a solution to help others find it too.

Ruben Burdin Ruben Burdin
HubSpot Advisor
Founder @ Stacksync
Real-Time Data Sync between any CRM and Database
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0 Upvotes
BérangèreL
Community Manager
Community Manager

Hi @AExterna and welcome, we are so glad to have you here! ❤️

Thanks for reaching out to the HubSpot Community!

I'd love to put you in touch with our Top Experts: Hi @trevordjones@HubDoPete and @GIlievski can you think of a workaround to help @AExterna to achieve property calculations (like subtraction or percentage) via an integration tool, please?

Thanks so much and have a lovely day! 🌞
Bérangère





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