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VLOOKUP for Workflow

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App

VLOOKUP for Workflow

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

Erstellt von
Cambium Apps
Installationen
100+ Installationen
Bewertung

5

(3)

Zum Installieren anmeldenErfordert VLOOKUP for Workflow-Abonnement

Anforderungen

HubSpot-Produktversion
HubSpot-Account-Berechtigungen
Erforderliche Account-Berechtigungen anzeigen
Zugriffstyp
Shared
VLOOKUP for Workflow-Abonnement
Produktversion: Pro

Übersicht

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

Funktionen

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

App-Funktionalität

Datenaustausch
Datenquelle
Richtung der Synchronisierung
In HubSpot
In HubSpot

VLOOKUP Request

Workflows

Workflows

VLOOKUP Response

Workflows

Workflows

Weitere Informationen zu geteilten Daten

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.

Rezensionen

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5/5
    1. Mai 2025

Sehr zu empfehlen

Erfüllt genau das, was wir wollten. Toller Support, der mir beim Testen und Einrichten geholfen hat.

  • Ponting, N.

Übersetzter Text der from English. Ansichtoriginal

5/5
    16. Juli 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.

Welches Problem versuchen Sie zu lösen?

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

Was gefällt Ihnen?

Ease of use.

Was gefällt Ihnen nicht?

None.

  • Creedon, J.

  • Bauwesen & Sanierungen
  • 51 bis 200 Mitarbeitende

Pro

40 $

/Monat

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 $

/Monat

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

* Die hier angegebenen Preise dienen nur zu Illustrationszwecken. Alle Preise enthalten keine Steuern, Sonderangebote, Rabatte oder sonstigen Preisvarianten. Bitte wenden Sie sich direkt an den Partner, um aktuelle und korrekte Preisinformationen zu erhalten. HubSpot übernimmt keine Verantwortung für Preisinformationen, die von unseren Partnern bereitgestellt werden. Letzte Aktualisierung der Preisinformationen: 09.08.2025

Weitere Infos

Erstellt von
Cambium Apps
Installationen
100+ Installationen
Kategorien
Sprachen, in denen diese App verfügbar ist
Englisch

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