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. 👍 If you found this video helpful, please give it a thumbs up and subscribe for more tutorials on optimizing your CRM and workflow automations! 🔔 Don’t forget to hit the bell icon to get notified when I upload new videos!