Lists, Lead Scoring & Workflows

mmartelli0803
Participante

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.

5 Respuestas 5
ScottHemmeter
Participante

Relational & Lookup Tables

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.

VLOOKUP WF Home.png

EParzek
Colaborador

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
Colaborador

Relational & Lookup Tables

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

0 Me gusta
TiphaineCuisset
Administrador de la comunidad
Administrador de la comunidad

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


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FHillen
Participante | Partner nivel Diamond
Participante | Partner nivel Diamond

Relational & Lookup Tables

What are the thoughts of the your experts?