Logo - Full (Color)

Versão

VLOOKUP for Workflow

VLOOKUP for Workflow-icon
App

VLOOKUP for Workflow

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

Criado por
Cambium Apps
Instalações
mais de 100 instalações
Avaliação

5

(3)

Faça login para instalarRequer assinatura do VLOOKUP for Workflow

Requisitos

Plano da HubSpot
Permissões da conta da HubSpot
Ver permissões de conta necessárias
Tipo de acesso
Shared
Assinatura VLOOKUP for Workflow
Pro plano

Visão geral

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

Recursos

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

Funcionalidade do aplicativo

Dados compartilhados
Fonte de dados
Direção da sincronização
Na HubSpot
Na HubSpot

VLOOKUP Request

Fluxos de trabalho

Fluxos de trabalho

VLOOKUP Response

Fluxos de trabalho

Fluxos de trabalho

Mais informações sobre dados compartilhados

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.

Avaliações

Filtrar revisões:

Classificar:


5/5
    1 de Mai de 2025

Altamente recomendável

Faz exatamente o que queríamos. Ótimo suporte para me ajudar a testar e configurar.

  • Ponting, N.

Traduzido from English. Exibir texto em original

5/5
    16 de Jul de 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.

Que problema você está tentando resolver?

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

O que você gosta?

Ease of use.

O que você não gosta?

None.

  • Creedon, J.

  • Construção e renovação
  • 51 a 200 funcionários

Pro

US$ 40

/mês

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

/mês

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

* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 09/08/2025

Mais informações

Criado por
Cambium Apps
Instalações
mais de 100 instalações
Categorias
Idiomas nos quais este aplicativo está disponível
Inglês

New arrivals

HubSpot solutions partner illustration
Precisa de mais ajuda?

Crie uma solução personalizada com a ajuda de um parceiro de soluções da HubSpot.

Conecte-se com os parceiros de soluções da HubSpot para qualquer necessidade comercial. Navegue pelas recomendações, contrate o profissional certo e comece seu projeto.