Tips, Tricks & Best Practices

OBetzalel
Top Contributor

Exchange rate for open deals

Hi,

For report purpose, I need to have the current exchange rate for the currency on a deal. The exchange rate only update on close deals, but we need to have this value to get updated from the current exchange rate we set (most recent).

Can we update this with a workflow or with an application? so a custom field on the deal object will get updated.

 

Thanks for any help! 😀

0 Upvotes
1 Reply 1
matthew-aire
Contributor

Exchange rate for open deals

Hi @OBetzalel 

 

It might be worth checking out some of the apps on the marketplace which have been built to expand on the limitations of the current exchange rate tool in HubSpot. These should solve your reporting needs.

 

Take a look at the below apps:

- DoCurrency

- Currency-R8

 

Let me know how you get on.

 

Many thanks,

 

LinkedIn Profile Photo (1).png

Matt Aire
HubSpot Freelancer | Founder @ pocketpros

Let's chat HubSpot - book a meeting

 

👌 If my reply was useful and helped answer your question, please mark it as a solution to help the community!

0 Upvotes