Lists, Lead Scoring & Workflows

mmartelli0803
Participant

Relational & Lookup Tables

We have several lookup tables in Salesforce CRM that we want to replicate in Hubspot CRM. We have a lot of territories, managers, field sales, and inside sales call centers. We need to be able to run quick lookups when a form is submitted and be able to post several values to the contact record based on these tables. I did see in Workflows an option to integrate Google Sheets. Has anyone used this? I need some options. Our Marketing and Leadership would like to migrate to Hubspot but this is keeping us from pulling the trigger.

4 Replies 4
EParzek
Participant

Relational & Lookup Tables

We definitely need lookup tables in Hubspot - doing that kind of operation in a workflow is really not scaleable when you're beyond 10 values!!

ALEasterly
Contributor

Relational & Lookup Tables

I'm interested in best practices for this as well.

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Relational & Lookup Tables

Hi @mmartelli0803 

 

I want to tag some of our experts on this - @StefaniUAT @Aakar @MatthewShepherd @Drew_Cohen do you have any thoughts on this? 

 

Thank you!

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


FHillen
Participant | Diamond Partner
Participant | Diamond Partner

Relational & Lookup Tables

What are the thoughts of the your experts?