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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

构建者
Cambium Apps
安装
超过 100 次安装
评分

5

(3)

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要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
访问类型
Shared
VLOOKUP for Workflow 订阅
Pro 计划

概览

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

功能

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

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

VLOOKUP Request

工作流

工作流

VLOOKUP Response

工作流

工作流

更多共享数据的相关信息

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.

评论

过滤评论:

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5/5
    2025年5月1日

强烈推荐

完全符合我们的要求。提供了很好的支持,帮助我进行测试和设置。

  • Ponting, N.

已翻译 from English。查看original 文本

5/5
    2024年7月16日

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.

你想解决什么问题?

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

你喜欢什么?

Ease of use.

你不喜欢什么?

None.

  • Creedon, J.

  • 建筑工程和装修
  • 51 到 200 个员工

Pro

US$40

/月

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

/月

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

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/08/09

更多信息

构建者
Cambium Apps
安装
超过 100 次安装
类别
应用程序可用的语言
英语

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