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VLOOKUP for Workflow

VLOOKUP for Workflow-icon
App

VLOOKUP for Workflow

Create data-driven workflows in HubSpot using CSVs or Google Sheets

Udviklet af
Cambium Apps
Installeringer
100+ installationer
Rangering

5

(3)

Log på for at installereKræver VLOOKUP for Workflow-abonnement

Krav

HubSpot-abonnement
Tilladelser til HubSpot-konto
Se de nødvendige kontotilladelser
Adgangstype
Shared
VLOOKUP for Workflow abonnement
Pro plan

Oversigt

Create data-driven workflows with VLOOKUP

Use VLOOKUP for Workflow to simplify and scale your HubSpot operations. It works just like the popular Microsoft Excel and Google Sheets spreadsheet functions.

VLOOKUP is a workflow action that allows you to use a property value from a record to look up information from an outside data source. You can use the information returned from VLOOKUP in your workflow to change property values, record owners, add advanced branching logic, and much more. VLOOKUP eliminates the need for excessive if/then statements and hard-coding logic in your workflows.

There are many use cases for VLOOKUP to help your organization such as:

  • Assign a Contact owner based on the State or Postal Code.
  • Add the appropriate sales tax to a deal based on the Company State.
  • Calculate an order's shipping estimate by looking up a product's current inventory levels from a Google Sheet.
  • These are just a few ideas. The possibilities are only limited by your imagination.

Your VLOOKUP source data can be managed in Google Sheets or uploaded to VLOOKUP as CSV data from Microsoft Excel. We plan on adding connections to more platforms, such as HubDB, Airtable, and Salesforce.

We offer a free, 14-day trial with all functionality available to you. Give it a try and put it through its paces to determine out how VLOOKUP can help your organization.

Want to learn more? Visit our website at https://www.cambiumapps.com/vlookup

Funktioner

VLOOKUP Workflow Action

Use the VLOOKUP workflow action to look up a value from a connected data source. Use the result downstream in your workflow logic, such as writing the result back to HubSpot or in branch logic.

Google Sheets and Excel/CSV Sources

Manage data in Google Sheets and tell VLOOKUP to look there when processing a workflow request. Save CSV data in VLOOKUP through our administration UI. Simply copy/paste from Microsoft Excel or paste in CSV formatted data to upload it.

Simplify Complex Workflows

Free yourself from creating and managing complex workflows with hard-coded logic. • Assign an owner based on State or Postal Code. • Add the appropriate sales tax to a deal based on the Company State. • Calculate an order's shipping estimate by looking up a product's current inventory levels from a Google Sheet. • The possibilities are endless

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

VLOOKUP Request

Arbejdsprocesser

Arbejdsprocesser

VLOOKUP Response

Arbejdsprocesser

Arbejdsprocesser

Flere oplysninger om delte data

The data in the workflow action response is documented at https://www.cambiumapps.com/vlookup/help#vlookup-output-values. VLOOKUP itself does not interact with HubSpot data. The HubSpot Admin configures the workflow action to send a property value to VLOOKUP. VLOOKUP then responds with information from the CSV or Google Sheet data that the HubSpot Admin specifies in the Workflow Action.

Anmeldelser

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5/5
    1. maj 2025

Kan varmt anbefales

Gør præcis, hvad vi ville have den til. God support til at hjælpe mig med at teste og sætte op.

  • Ponting, N.

Oversat from English. Vis original tekst

5/5
    16. jul 2024

Contact Ownership Assigned Based on Postal Codes

The VLookUp app consolidated our workflows to assign ownership of contacts based on the contacts postal code from 50 to 2 workflows. Before we were creating large lists of postal codes for each county and state. Now we use a Google Sheet with a list of all of our postal codes and the associated contact owner. The VLookUp has solved our biggest headache.

Hvilket problem forsøger du at løse?

Assigning contacts to contact owners based on the postal code associated with the contact.

Hvad synes du om?

Ease of use.

Hvad synes du ikke om?

None.

  • Creedon, J.

  • Konstruktion og renovation
  • 51 til 200 medarbejdere

Pro

40 US$

/måned

Full access to VLOOKUP in your HubSpot Workflows

  • Unlimited Sources

  • Google Sheets Sources

  • CSV Sources

  • Full use of the VLOOKUP Workflow Action

No additional fees

Pro

40 US$

/måned

Full access to VLOOKUP in your HubSpot Workflows

  • Unlimited Sources

  • Google Sheets Sources

  • CSV Sources

  • Full use of the VLOOKUP Workflow Action

No additional fees

* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 09.08.2025

Flere oplysninger

Udviklet af
Cambium Apps
Installeringer
100+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

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