The "Advanced Calculation" action in the Workflow Calculations App by Integration Glue allows you to perform complex mathematical operations directly within HubSpot workflows. This powerful tool lets you combine dynamic inputs, constants, and advanced formulas to calculate custom values. The results can be stored in HubSpot properties, enabling automation and data-driven decisions.
Whether you're calculating discounts, ROI, or generating custom scores, the Advanced Calculation action simplifies intricate computations and integrates seamlessly with your CRM data.
Calculator Field is where you enter the formula or equation for your calculation. This can include HubSpot property tokens (e.g., {{deal.amount}}), constants, mathematical operators (+, -, *, /), and advanced functions. its the area you define the formula or mathematical equation that the action will use
Property to Set (Number) is where you need to choose a number-type property where the numeric result of the calculation will be stored. This property can be used for further reporting or workflow automation. Defines the target property where the numerical result of an action will be stored (Shown on your corresponding workflow object)
Property to Set (Text) is where you select a text-type property to store the result of the calculation as text. This is useful for displaying formatted results or combining numeric outputs with text descriptions. It defines the target property where the text result of an action will be stored (Shown on your corresponding workflow object)
Here’s a step-by-step guide on how to set up the "Advanced Calculator" action in HubSpot Workflows using the Workflow Calculations App by Integration Glue:
Step 1: Create a New Workflow
- In your HubSpot account, go to the Automation tab and select Workflows.
- Click on the Create workflow button.
- Choose a workflow type (e.g., Contact-based, Deal-based, etc.) depending on your use case.
- Set your workflow’s trigger criteria.
Step 2: Add an Action
- After creating your custom properties and selecting your triggers, Click the + button in the workflow editor where you'd like to insert the action.
*If you don't know how to create custom properties click here - From the list of actions, select Advanced Calculation under the Actions section.
Step 3: Configure the Advanced Calculation
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Set up the formula:
- Use the formula builder to create the calculation.
- You can use numbers, mathematical operators (
+,-,*,/), and HubSpot property tokens (e.g.,{deal.amount}or{contact.number_of_employees}). - Example:
{deal.amount} * 0.1(calculates 10% of the deal amount).
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Select where to save the result:
- Choose a property for the Property to set (number) in which to store the calculated value. Defines the target property where the numerical result of an action will be stored (Shown on your corresponding workflow object)
- This can be a custom property you’ve created beforehand or an existing property compatible with the calculation type (e.g., numeric).
- Choose a property for the Property to set (text) which too stores the calculated value.
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Optional: Add a fallback value:
- If any of the properties used in the calculation are missing, you can specify a default value for the action to use.
Step 4: Save the Action
- After confirming your formula works, click Save.
- The Advanced Calculation action will now be part of your workflow.
Step 5: Test the Workflow
- Enroll a test record into the workflow to see if the calculation runs correctly.
- Review the results in the properties of the test record to ensure the value was calculated and stored as expected.