🔄 Convert Deal Amounts to GBP Using ExchangeRatesAPI in HubSpot | Step-by-Step Tutorial Welcome back to the channel! In today’s video, I’m going to walk you through how to convert deal amounts from USD to GBP using the ExchangeRatesAPI within HubSpot. Whether you’re managing multi-currency deals or need to streamline your financial workflows, this tutorial has got you covered!

📌 What You’ll Learn: Setting up ExchangeRatesAPI for currency conversion

Creating a custom code action in HubSpot workflows Handling API keys securely Troubleshooting common errors Integrating the conversion process seamlessly into your CRM

⏰ Timestamps:

00:00 – Introduction to Deal Currency Conversion

00:12 – Understanding the Use Case: USD to GBP

00:18 – Overview of ExchangeRatesAPI

00:33 – Choosing the Right API Plan

00:48 – Obtaining Your API Key

00:56 – Setting Up HubSpot Workflow

01:08 – Configuring Custom Code Action

01:20 – Writing the Conversion Code

01:37 – Implementing the ExchangeRatesAPI

01:53 – Testing the Workflow

02:10 – Reviewing the Code Structure

02:38 – Validating Deal Amounts

03:01 – Adding the API Key Securely

03:28 – Handling Currency Data

03:51 – Fetching Exchange Rates

04:06 – Outputting the Converted Amount

04:18 – Mapping Output Fields in HubSpot

04:33 – Selecting the Best Test Scenario

04:50 – Double-Checking Integration

05:05 – Referencing API Documentation

05:49 – Updating API Endpoints

06:26 – Implementing Best Practices

06:56 – Finalizing API Parameters

07:12 – Testing Currency Fetching

07:39 – Efficient API Calls with DeepSeek

08:14 – Accessing Environment Variables

08:49 – Setting Up Environment in HubSpot

09:36 – Creating and Testing Dummy Deals

10:00 – Handling API Errors

10:20 – Updating API Keys in Code

11:05 – Running Tests and Debugging

11:16 – Troubleshooting: 400 Bad Request Errors

12:28 – Reviewing API Response Structures

13:18 – Ensuring Correct API Configuration

14:53 – Correcting Endpoint URLs

16:08 – Retesting with Updated Endpoints

17:24 – Addressing Base Currency Restrictions

17:58 – Simplifying Conversion Logic

19:05 – Setting Up Output Fields

20:07 – Naming and Configuring Output Properties

21:05 – Integrating Converted Amount into Workflows

22:10 – Final Thoughts and Best Practices

22:28 – Outro: Like & Subscribe!

🔗 Useful Links: ExchangeRatesAPI: https://exchangeratesapi.io/

HubSpot Documentation: https://www.hubspot.com/docs (Replace with actual link if different)

Get Your API Key Here: ExchangeRatesAPI Signup

🛠️ Tools & Resources: HubSpot CRM ExchangeRatesAPI Postman for API Testing Node.js for Custom Code Actions

💡 Tips: Always secure your API keys using environment variables or secret managers. Test your workflows with dummy data before deploying to production. Monitor API usage to stay within your subscription limits and avoid unexpected errors.

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