Lists, Lead Scoring & Workflows

Dramaboy
参加者

How to set contact properties in a workflow when data set is long

解決

For our business we have 216 markets mapped against 40,000 postal codes.  When a lead indicates their postal code, I would like to automatically assign the market.  We do this now manually using Excel's Vlookup, but it requires us to touch every record.  When I go to set up the workflow, I cannot assign a batch of postal codes; instead, I have to enter each one individually, otherwise it will read as one long numerical strand.  The only way I can see to set it up is to enter each postal code as an "is any" input.  I could do "starts with," but Hubspot does not allow for a from/to entry to assign a range.  Any thoughts?

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

How to set contact properties in a workflow when data set is long

解決

Hi @Dramaboy 

 

This sounds like something you would probably have to use the API to achieve. Or perhaps Zapier - have you tried that?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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ScottHemmeter
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How to set contact properties in a workflow when data set is long

解決

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.

 

In your example, you'd keep a Google Sheet with a row per postal code and another column with the corresponding market. The VLOOKUP action would take care of getting the information for you and you could update HubSpot.

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

How to set contact properties in a workflow when data set is long

解決

Hi @Dramaboy 

 

This sounds like something you would probably have to use the API to achieve. Or perhaps Zapier - have you tried that?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
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Dramaboy
参加者

How to set contact properties in a workflow when data set is long

解決

Hey Phil,

Many thanks for the reply.  Your suggestion got me on the right track.  We are going to use a webhook to accomplish this.

Thanks!

Phil_Vallender
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

How to set contact properties in a workflow when data set is long

解決

Awesome - sounds like a good solution.

Phil Vallender | HubSpot Website Agency
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