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VLOOKUP for Workflow

VLOOKUP for Workflow-icon

VLOOKUP for Workflow

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

제작자
Cambium Apps
설치
설치 수 100개 이상
평가

5(3)

설치하려면 로그인하세요.VLOOKUP for Workflow 구독 필요

요구 사항

HubSpot 요금제
    모든 HubSpot 플랜에서 작동
자세히 알아보기
HubSpot 계정 권한
필수 계정 권한 보기
VLOOKUP for Workflow 구독
Pro 플랜

개요

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

기능

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

앱 기능

공유 데이터
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

VLOOKUP Request

워크플로

워크플로

VLOOKUP Response

워크플로

워크플로

공유 데이터에 대한 자세한 정보

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.

리뷰

리뷰 필터링:

정렬:


5/5
    2025년 5월 1일

적극 추천

우리가 원했던 대로 정확하게 작동합니다. 테스트 및 설정에 도움이 되는 훌륭한 지원.

  • Ponting, N.

번역된 from English. 보기 original 텍스트

5/5
    2024년 7월 16일

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.

어떤 문제를 해결하려고 하나요?

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

무엇이 마음에 드시나요?

Ease of use.

무엇이 마음에 들지 않으시나요?

None.

  • Creedon, J.

  • 건설 및 보수
  • 직원 51~200명

Pro

US$40

/월

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

US$40

/월

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

* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2024.03.06.

자세한 정보

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