Features like serverless functions to consume APIs and quering HubDB in Hubl makes hubspot a CMS to build more interactive applications quickly than just marketing websites. But we see one limitation in our use case where we are storing certain information in HubDB and need that information for marketing automation but its not accessible in workflows or in custom reports. Do you all think it would be nicer to have HubDB data made available in workflows and custom reports to create more customized experience for users?
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 have HubDB (and Airtable, Salesforce, more) as future sources and would love your feedback. For now, you can reference your own CSV data or Google Sheets, but it meets the needs expressed in this idea.
The above is just one example. The premise is the same for whatever data you use. Start with an existing property value and use it to look up a row and return a value from that row for use downstream in your workflow. Here's another example.
@RLicau VLOOKUP should be available in any Workflow. It currently does not read HubDb data, but does read CSV data you upload or a Google Sheet. https://www.cambiumapps.com/vlookup/help has good information on how it works.
This would be great. I want to upload a file to folder in Hubspot and have this trigger a workflow to populate rows in HubDB (essentially creating the index for our archive of files).
I just tried to create a nifty little workflow using a form for students to add themselves to our dream team page, I hope they implement the ability to do this with HubDBs, love our Hubspot family!! https://www.assuaged.com/dream-team
Yes, need to be able to use this for reporting, otherwise, we will likely need to use external dashboarding tool for our sales teams; unless there is a way to get a HubSpot dashboard to be able to leverage some data externally. In our specific use case, HuBspot being used for tracking sales performance in retail stores, but need to incorporate real traffic in order to generate performance reports. Was thinking of bringing this data into HubDB and using it as part of report generation.
There are so many potential use cases for this. It would be amazing to have simple workflow functions that can update or query a HubDB table without the need for custom code. Just having an easy way to take a stored SKU, Part number, Location ID, Error Code, etc and look up relevant data to be added to a deal or ticket would be immensely useful.
