I'm trying to mirror a process we have in our ESP within Hubspot and am uncertain how to proceed.
What we woud like to do is look up a value based on a user variable. How we currently do this is by having the system look at a user's profile, search for a variable and match that variable with a value on a lookup table.
So, for example, if we want to customize background color the system looks up a user, finds a value (e.g., ABCD) and then matches that value with a hex value (e.g., #123456) on the lookup table. It then inserts the hex value into the HTML.
The code looks like this:
bgcolor="{color}"
Does anytone have any experience programming something similar in Hubspot?
Hi, I realize this question is quite old, but it's a classic problem. I wanted to inform you that we have a solution for you. We had this same type of challenge and decided to build a HubSpot app for it. It's called VLOOKUP for Workflow and it just launched on the Marketplace today. It allows you to reference a Google Sheet or upload your own CSV data and use that source as a lookup table in HubSpot. You can then use the result downstream in your workflow. It's simple, scalable, and affordable.
We need a solution for accessing lookup and relational tables as well. Has anyone tried the Google Sheets App for Workflows? Is it real-time? Need to figure this out before we migrate from Salesforce to Hubspot CRM!
Did you ever come up with a solution to this? Could you store this as a contact property on your contact records? That way in either a custom module or in the main email body, you could pull the value for the contact you're sending to (or previewing as) with a token like: {{ contact.color_property_name }}. So that token will get transpiled into the actual value. For example if you wrote something like this:
Not the same use case, but I do have the same question: are Lookup Tables on the roadmap?
I have this process where we allocate leads to salespeople around the country based on Postal Code. We don't use the Sales / CRM however. Right now I have this attrocious Workflow with 157183571 branches, that basically goes:
Is your Postal Code one of 1111, 1112, 1113, 1114 .... and 20+ more...
Yes? Then assign you to region A
No?
Is your Postal Code one of 2111, 2112, 2113, 2114 ... etc.
Yes? Then assign you to region B
No?
Is... and so on
20+ branches in a row, each evaluating a manual list of 20+ zip codes. Horrible to maintain.
I'm looking for a feature where I can upload a .csv or .xlsx (or manually create, for smaller tables) and save it as a globally usable Lookup Table, then tell Hubspot in a workflow:
Look up the value of Field A in Lookup Table X, then enter the corresponding value in Field B.