Relational & Lookup Tables

mmartelli0803 · ‎Mar 9, 2021

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.

EParzek · ‎Jul 22, 2021

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 · ‎May 14, 2021

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

TiphaineCuisset · ‎Mar 11, 2021

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

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FHillen · ‎Dec 15, 2021

What are the thoughts of the your experts?

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