How to Compare Numbers in HubSpot Workflows (Using Custome Workflow Starter)

Purpose

The primary purpose of this workflow action is to compare two numbers (which can be property values or fixed numbers) based on specified logic (e.g., equal to, not equal to, greater than, greater than or equal to, etc.).

The action returns the comparison result as a data output: "yes" or "no." This output can be used to enable more specific, number-based process automation, such as in an "IF/THEN branch" action to check "if score is greater than or equal to 100" or "if purchase count is equal to 0."

Use Cases

This feature is extremely powerful for branching logic based on numerical property values.

• Lead Scoring: Determine if a contact's "HubSpot Score" property is greater than or equal to (>=) a specific threshold (e.g., 100) to notify sales.
• Activity Tracking: Register a contact in a different email sequence if their "Number of Website Visits" is greater than (>) a certain value (e.g., 5).
• Purchase History Checks: Identify customers whose "Purchase Count" is equal to (=) 0 and send them a first-time purchase offer.
• Data Validation: Compare two different numerical properties (e.g., "Quote Amount" and "Deal Amount") and create an alert if they are not equal to (!=).

Setup and Execution Steps (As seen in the video)

The video demonstrates setting up the "Number Comparison Action" in a workflow and shows it executing to return a "no" result.

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 "Number Comparison Action."

Step 4: Choose the Comparison Logic

• The configuration screen for "Number Comparison Action" opens.
• Comparison Logic: Select how the numbers will be compared. As shown in the video's help text, the available logic includes:
  • Greater than or equal (>=)
  • Less than or equal (<=)
  • Greater than (>)
  • Less than (<)
  • Equal (=)
  • Not equal (!=)
• In the video, "Greater than or equal (>=)" is selected.

Step 5: Specify the Numbers to Compare

• Base Number: Set the first number for the comparison. You can enter a fixed number or use a property token to insert a dynamic value (e.g., the contact's "Visit Count" property).
• Comparison Number: Set the second number to compare against. This can also be a fixed value or a property token.

Step 6: Activate the Workflow and Confirm Execution

• Save the action and ensure the workflow is activated ("Workflow is On").
• When a contact meets the trigger criteria, they will be enrolled in the workflow.
• Navigate to the "Enrollment history" tab and click on the execution history for the "test@gmail.com" contact.

Step 7: Verify the Final Result

• The execution "Event details" will appear on the right side of the screen.
• In the "Action outputs" section, you can see the LABEL is comparisonResult and the VALUE is no.
• This means the configured comparison logic (e.g., "Base Number" is greater than or equal to "Comparison Number") was evaluated as "False." If the condition had been met, this would have returned yes.

By using the "yes/no" result from this "Number Comparison Action" as the criteria in a subsequent "IF/THEN branch," you can achieve detailed, number-based workflow branching

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