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How to Perform Multiplication in HubSpot Workflows (Using Custome Workflow Starter)

This article explains the purpose, use cases, and operational steps for the "Multiplication Action" feature, part of the third-party HubSpot app "Custome Workflow Starter."

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Detail

Purpose

The primary purpose of this workflow action is to specify two numbers within a workflow (either property values or fixed numbers) and multiply them.

The calculation result is returned as an output value called "Calculation Result." This value can be used in subsequent workflow actions. Please use it for updating properties or for branching conditions.

Use Cases

This feature is particularly useful for automating processes that require numerical calculations, such as e-commerce or quote generation.

  • Calculating Total Price: Multiply the "Product Price" property by the "Quantity" property and automatically save the result to the "Total Amount" property.
  • Calculating Points: Multiply the "Purchase Amount" by a specific coefficient (e.g., 0.05) to calculate "Points Awarded."
  • Quote Calculation: Multiply "Work Hours" by "Hourly Rate" to calculate a line item for an estimate.

Setup and Execution Steps (As seen in the video)

The video shows the process of multiplying the number 2 by the number 2 and saving the calculation result (4) to a property.

Step 1: Check Workflow and Trigger

  • The process begins in the workflow editor.
  • The trigger (enrollment criteria) is set to activate when the "Event Date" property value is changed.

Step 2: Add the Custom Action

  • Click the "+" icon in the workflow to add a new action.
  • From the action selection panel, choose "Custome Workflow Starter" from the "Integrated apps" section.

Step 3: Select the Action

  • From the list of custom actions that appears, select "Multiplication Action."

Step 4: Specify the Numbers to Multiply

  • The configuration screen for "Multiplication Action" opens.
  • Base Number: Enter the first number. In addition to a fixed value, you can use a property token to set a dynamic value (e.g., the "Unit Price" property).
  • Second Number: Enter the second number. This also supports fixed values or property tokens (e.g., the "Quantity" property).
  • In the video, 2 is entered for the Base Number and 2 for the Second Number.
  • After configuring, click "Save."

Step 5: Use the Calculation Result (Action Output)

  • The "Multiplication Action" is an action that only outputs the calculation result. A subsequent action is required to save this result to a property.
  • In the workflow, click the "+" icon after the action and add a standard action like "Edit record" or "Set property value."
  • Select the target number property to save the result to (in the video, "Set num").
  • In the value input field, select "Action outputs."
  • Expand the "1. Multiplication Action" (the step number may vary) and select the Calculation Result output token.
  • This will set the "multiplication result" as the value for your chosen property.

Step 6: Verify the Final Result

  • Activate the workflow ("Workflow is On") and trigger it.
  • Go to the "Enrollment history" tab and open the history details for the executed contact (test@gmail.com).
  • In the "Action outputs" for the "1. Multiplication Action," you can see the VALUE is 4.0, confirming that the 2 * 2 calculation was executed correctly.
  • The subsequent "2. Edit record" action also succeeded, showing that the value 4.0 was saved to the property.

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Source Code

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FAQ

Is this "Multiplication Action" a standard HubSpot feature?

No, it is not a standard feature. The feature explained in this article is a custom action that becomes available by installing a third-party app called "Custome Workflow Starter" in HubSpot.

Can I multiply the values from a contact's "Unit Price" property and "Quantity" property?

Yes, you can. As explained in Step 4, the "Base Number" and "Second Number" input fields allow the use of property tokens (personalization tokens) in addition to fixed numbers (e.g., 2). By specifying the "Unit Price" and "Quantity" properties in their respective fields, a dynamic calculation will be performed for each record.

Will the calculation result be automatically saved to a "Total Amount" property just by running this action?

No, it will not be saved. As explained in Step 5, this action only outputs the calculation result as "Calculation Result." To save that result to a "Total Amount" property, you must add HubSpot's standard "Set property value" action after this custom action, and then specify the output token (Calculation Result) from the "Multiplication Action" as the value to set.

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Tomoo Motoyama

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