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.
Hi, I realize this question is old, but I wanted to inform you that we have a solution for you. We had this same 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.