How to Add Currency in HubSpot (Step-by-Step Guide for Multiple Currencies)

If you’re working with international clients, setting up currencies correctly in HubSpot is important.

By default, HubSpot uses a single company currency (usually USD). But if your business deals with multiple countries, you’ll need to add more currencies to keep your deal values and reports accurate.

In this guide, you’ll learn how to add, edit, and manage currencies in HubSpot in a simple step-by-step way.

In this guide, you’ll learn how to add, edit, and manage currencies in HubSpot step by step.

Why Currency Setup Matters in HubSpot

HubSpot tracks all deals based on your company's currency. If you’re dealing with global clients and using different currencies, not setting this up properly can lead to incorrect deal values and reporting issues.

By adding multiple currencies and setting exchange rates, you can:

1. Track deals accurately
2. Maintain clean reports
3. Avoid confusion in revenue data

How to View Existing Currencies

Follow these steps:

1. Click the Settings icon in the top navigation bar
2. In the left sidebar, go to Account Defaults
3. Click on the Currency tab
   

Here, you’ll see your default company currency and any currencies you’ve already added.

How to Add a New Currency

Adding a new currency is simple:

1. Go to Settings

2. Navigate to Account Defaults → Currency
3. Click on Add currency
4. Select your preferred currency
5. Enter the exchange rate (compared to your default currency)
6. Click Save

How to Change Default Company Currency

If you want to update your main company currency:

1. Go to the Currency tab

2. Hover over the currency you want
3. Click on Actions
4. Select Set as company currency
5. Click Save

Exchange Rate Settings

HubSpot also allows you to manage exchange rates automatically.

You can set automatic updates to:

1. Monthly
2. Quarterly

How to Edit Exchange Rates

To update an exchange rate:

1. Go to the Currency tab

2. Hover over the currency
3. Click Actions
4. Update the exchange rate
5. Click Save

How to Remove a Currency

To remove a currency:

1. Go to the Currency tab
2. Hover over the currency
3. Click Archive
4. Confirm the action

Common Issues & Important Notes

1. Your default currency cannot be deleted

2. Changing the default currency does not update existing deals automatically

3. You may need to manually update deal amounts after changing currency

4. Exchange rates may need manual updates if auto-sync is off.

Managing currencies in HubSpot is a small but important setup, especially if you’re working with international clients.

Once set up correctly, it helps you maintain accurate deal tracking and clean reporting across your business.