Perform calculations against records associated to the record enrolled in the workflow.
The Create Value on Associated Record action allows you to perform calculations against records associated to the record enrolled in the workflow.
How It Works
When this action runs in a workflow, it evaluates values from associated records using a calculation equation. The resulting value is then stored in a property on the associated records.
- If a calculation equation is provided, the action applies the equation to the selected property values before saving the result.
- If no calculation equation is provided, the action simply saves the existing value from the associated record.
Workflow Action Fields
To configure this action, you'll need to define the following fields:
- Calculation Equation – The mathematical formula used to process values from associated records.
- Associated Object Type – The type of records the action will reference (e.g., Deals, Contacts, Companies).
- Property to Save – The property where the final calculated value will be stored.
- Property to Compare – The property used as a reference for filtering associated records.
- Criteria to Compare – The logic used to compare property values (e.g., "is greater than," "equals," etc.).
- Criteria Search Filter – A filter to define which associated records should be included in the calculation.
Step 1: Create a New Workflow
- Go to Automation > Workflows in HubSpot.
- Click Create workflow and select the object type relevant to your use case (e.g., Deal-based workflow).
- Choose Start from scratch and click Next.
Step 2: Set the Enrollment Trigger
- Click Set up trigger.
- Choose a property or condition that should trigger the calculation (e.g., "Deal Stage is Closed Won").
- Click Apply filter and then Save.
Step 3: Add the ‘Create Value on Associated Record’ Action
- Click + (Add an action) and search for Create Value on Associated Record.
- Select the action to configure its settings.
Step 4: Configure the Action Settings
Calculation Equation (Optional)
- Enter the mathematical formula to process values from associated records.
- If left blank, the action simply saves the existing value from the associated record.
Associated Object Type
- Select the type of records to reference (e.g., Deals, Contacts, Companies).
Property to Save
- Choose the property where the calculated value will be stored.
Property to Compare
- Select the property that will be used as a reference to filter associated records (e.g., Deal Amount, Close Date).
Criteria to Compare
- Define the comparison logic (e.g., is greater than, equals, less than).
Criteria Search Filter
- Set a filter to determine which associated records should be included in the calculation.
Click Save to finalize the action.
Step 5: Review and Activate the Workflow
- Click Review to check for any missing configurations.
- Click Turn on to activate the workflow.