Calculation properties in HubSpot allow you to set up custom equations based on number properties. You can also automatically calculate the min, max, count, sum, or average value for properties on associated records. You can calculate these based on associations with certain labels, including custom labels and parent-child company relationships.
Select Calculation for the Field type. Once your Calculation property is created, the field type cannot be edited.
Click Build calculation.
Click the Calculated property type dropdown menu and select the type of formula you want to create:
Custom equation: allows you to build a custom equation to combine multiple number property values and/or add constant integers to property values. Only properties from the record type you're creating the new property for can be used in custom equations.
Click a dropdown menu to select a number property, or type a number and click the Constant: [entered value] option to include a constant integer in your equation.
Click the function dropdown menu to add (+), subtract (-), multiply (*), or divide (/).
To add another function to your equation, click Add to equation. You can also add additional functions to a part of your equation by clicking Expand within the parentheses.
Please note: if any of the number properties in a custom equation have no value, or a null value, the calculation will not run and the calculation property value will be empty. The value will be empty even if there is a constant number included in the equation.
Count: counts the total number of associated records of the selected object that have a value for the number property selected. You can calculate based on all associated records of that object or for specific association labels, including parent/child company relationships.
Average: calculates the average of the values for the selected number property on all associated records of the selected object. You can calculate based on all associated records of that object or for specific association labels, including parent/child company relationships.
Time between: calculates the time between two selected date picker properties. Select your Start date and End date properties.
The time will be displayed differently in different HubSpot tools.
For date properties without a timestamp, the default time used in the calculation will be 12:00 am UTC for the selected day.
In the object record (e.g., a contact record), the displayed value will be in hours, days, months, or years. For example, if the time calculated is one month and twenty days, then the value displayed will be One month.
In custom reports that use a property with this field type, the displayed value will be in days. For example, if the time calculated is one year and twenty days, then the value displayed will be 385 days.
Please note: within HubSpot, the raw values of Time between and Average property types are stored in milliseconds. If you use these values in an equation and it yields a higher value than expected, use a millisecond converter to convert to your desired unit of time.
To add an additional condition, click Create condition. When an additional condition is set up, that condition must be met in order for the property to be calculated (e.g., calculate the property when Recent deal amount > 1000).
In the first dropdown menu, select a property.
In the second dropdown menu, select an operator that will compare the first property's value to a number or to another property's value.
In the third dropdown menu, select a property or enter a number that will be compared to the first property.
Click Create. Once created, the property's displayed field type will be either Equation or Rollup, depending on the calculated property type you selected.