---
title: VLOOKUP | Create data-driven workflows in HubSpot
description: Create data-driven workflows in HubSpot. VLOOKUP simplifies and scales your HubSpot Workflows. It works just like the popular Excel spreadsheet function.
image: https://www.cambiumapps.com/hubfs/VLOOKUP%20Feature.png
---

[![camapps-wide](https://www.cambiumapps.com/hubfs/camapps-wide.png)](https://www.cambiumapps.com/?hsLang=en)

- [TRANSACTIONAL EMAIL](https://www.cambiumapps.com/transactional-email?hsLang=en)
  
  ## [About Transactional Email Send receipts, renewal notices and account alerts from HubSpot workflows, using emails you build in HubSpot's editor. They reach contacts who unsubscribed from your marketing email, too.](https://www.cambiumapps.com/transactional-email?hsLang=en)
  
  <https://www.cambiumapps.com/transactional-email?hsLang=en>[INSTALL FREE](https://www.cambiumapps.com/transactional-email/install?hsLang=en)

  ### [Features Everything the app does, from workflow to inbox.](https://www.cambiumapps.com/transactional-email/features?hsLang=en)

  ### [HubSpot Marketplace Visit our listing on the HubSpot Marketplace](https://www.cambiumapps.com/transactional-email/marketplace?hsLang=en)

  ### [Use Cases Send any transactional content such as  receipts, renewal notices and account emails.](https://www.cambiumapps.com/transactional-email/use-cases?hsLang=en)

  ### [Security & Privacy How we send, what we store and how long we keep it.](https://www.cambiumapps.com/transactional-email/security?hsLang=en)

  ### [Pricing $89 a month for 1,000 emails, with 20 free sends to start.](https://www.cambiumapps.com/transactional-email/pricing?hsLang=en)

  ### [Help & Support Learn how Transactional Email works and get answers to many frequently asked questions.](https://help.cambiumapps.com/)

  ### [vs. HubSpot's Add-on How we compare with HubSpot's Transactional Email add-on.](https://www.cambiumapps.com/transactional-email/compare/hubspot-transactional-email-add-on?hsLang=en)
- [VLOOKUP](https://www.cambiumapps.com/vlookup)
  
  ## [About VLOOKUP Use VLOOKUP for Workflow to simplify and scale your HubSpot operations. VLOOKUP is a workflow action that allows you to use a property value from a record to look up information from an outside data source and use the information returned downstream in your workflow.](https://www.cambiumapps.com/vlookup)
  
  <https://www.cambiumapps.com/vlookup>[START FREE TRIAL](https://www.cambiumapps.com/vlookup/install?hsLang=en)

  ### [Product Info VLOOKUP is simple, yet powerful. Learn about VLOOKUP, its current and future feature set, and popular Use Cases.](https://www.cambiumapps.com/vlookup?hsLang=en)

  ### [HubSpot Marketplace Visit our listing on the HubSpot Marketplace](https://www.cambiumapps.com/vlookup/marketplace?hsLang=en)

  ### [Pricing VLOOKUP is very affordable and has no usage limitations.](https://www.cambiumapps.com/vlookup#pricing)

  ### [Partner With Us Are you a HubSpot Solution Partner interested in using VLOOKUP with your clients?](https://www.cambiumapps.com/vlookup/partnerinterest?hsLang=en)

  ### [Help & Support Learn how VLOOKUP works and get answers to many frequently asked questions.](https://help.cambiumapps.com/vlookup-overview)
- [SERVICES](https://www.cambiumapps.com/services?hsLang=en)
- [CONTACT](https://www.cambiumapps.com/contact?hsLang=en)

 VLOOKUP for HubSpot

# Create Data-Driven Workflows

### Use VLOOKUP to simplify and scale your HubSpot Workflows

[START FREE TRIAL](https://www.cambiumapps.com/vlookup/install?hsLang=en) [VIEW IN MARKETPLACE](https://www.cambiumapps.com/vlookup/marketplace?hsLang=en)

![Certification-Badge](https://www.cambiumapps.com/hs-fs/hubfs/Certification-Badge.png?width=100&height=100&name=Certification-Badge.png "Certification-Badge")

![VLOOKUP Hero](https://www.cambiumapps.com/hubfs/VLOOKUP%20Hero.png "VLOOKUP Hero")

## What is VLOOKUP?

VLOOKUP is a HubSpot workflow action that allows you to use a property value from a triggered record to "look up" information from a data source that you control.

Use the results downstream in your workflow. VLOOKUP eliminates the need to hardcode your workflows and removes the need for excessive logic statements based on data scenarios.

It's simple, scalable, and extremely flexible. 

[![vlookup marketplace](https://www.cambiumapps.com/hubfs/vlookup%20marketplace.png "vlookup marketplace")](https://www.cambiumapps.com/vlookup/marketplace?hsLang=en)

![apphubpartner-web-color-centeraligned](https://www.cambiumapps.com/hs-fs/hubfs/apphubpartner-web-color-centeraligned.png?width=225&height=75&name=apphubpartner-web-color-centeraligned.png "apphubpartner-web-color-centeraligned")

## VLOOKUP is in the HubSpot App Marketplace

You can install VLOOKUP right from our website or you can do so from the [HubSpot Marketplace listing](https://www.cambiumapps.com/vlookup/marketplace?hsLang=en).

 FEATURES

## Easy to use, powerful results

#### Workflow Action

Use the VLOOKUP workflow action to look up a value in source data that you manage. Use the result downstream in your workflow logic, such as writing the result back to HubSpot.

#### Google Sheets Sources

Manage data in Google Sheets and tell VLOOKUP to look there when processing a workflow request.

#### CSV Sources

Host CSV Sources in VLOOKUP through our administration UI. Simply copy/paste from Microsoft Excel or paste in CSV formatted data to upload it.

#### Simple Administration

Administer the application from the settings page in HubSpot. Manage your VLOOKUP account and all of your Sources with ease

#### Future Data Sources

Salesforce, Airtable, HubDB, SmartSheet? VLOOKUP will more source systems based upon customer feedback.

 USE CASES

## VLOOKUP's uses are limited only by your imagination

- #### Record Assignment
- #### Sales Tax Rates
- #### Dynamic Content
- #### Data Cleansing
- #### Check Inventory
- #### What will you do?

### Automate record assignment at scale

![VLOOKUP WF Home](https://www.cambiumapps.com/hs-fs/hubfs/VLOOKUP%20WF%20Home.png?width=350&height=197&name=VLOOKUP%20WF%20Home.png)

Assigning a new inbound lead to the right person is a classic need in all CRM systems. With VLOOKUP, you can use a source to dynamically change the rules without continually updating your workflow.

For example, add a VLOOKUP workflow action in your workflow to use a record's Postal Code value and perform a VLOOKUP against a source mapping Postal Code to Owner. Return the owner to workflow for updating the record's owner.

### Calculate Sales Tax

![UseCase\_SalesTax](https://www.cambiumapps.com/hs-fs/hubfs/UseCase_SalesTax.png?width=350&height=182&name=UseCase_SalesTax.png)

Calculating Sales Tax properly is critical for many organizations. It can be very cumbersome to know what tax rate to use in which situation. VLOOKUP can help you. 

For example, add a VLOOKUP workflow action to use a record's State/Region value and perform a VLOOKUP against a source that maps State to Tax Rate Percentage. Return the Sales Tax Percentage to workflow to use that value in subsequent workflow actions. 

### Dynamically display website content

![UseCase\_DynamicContent](https://www.cambiumapps.com/hs-fs/hubfs/UseCase_DynamicContent.png?width=350&height=205&name=UseCase_DynamicContent.png)

Your marketing team is quite advanced. They would like to use HubSpot's dynamic content features to show differing content based upon a website visitor's Marketing Score. 

As HubSpot re-calculates the marketing score, workflow uses VLOOKUP to retrieve values to drive smart rules on the website. Now, when that contact visits the website, HubSpot CMS is able to display the proper content based their marketing score. 

### Standardize your data

![UseCase\_DataCleanse](https://www.cambiumapps.com/hs-fs/hubfs/UseCase_DataCleanse.png?width=350&height=181&name=UseCase_DataCleanse.png)

Good reporting is dependent on good quality data. Data can become inconsistent for many reasons. Leading causes are inbound website forms, data imports, and integrations. Sometimes a little data TLC is needed.  Enter VLOOKUP.

For example, suppose I am an admin and would like to standardize the State property to use the long state name (Illinois instead of IL). I create a batch workflow does VLOOKUP using the current State value (IL) and looks up row in the source data to return the long state name (Illinois). If a value was found, I write the result back to the State field. Now my State data has been standardized.

### Check Inventory Levels

![UseCase\_Inventory](https://www.cambiumapps.com/hs-fs/hubfs/UseCase_Inventory.png?width=350&height=183&name=UseCase_Inventory.png)

When a customer order takes place, it is important to know whether a product is in stock of not. VLOOKUP could help this determination.

Imagine an organization that has an integration between its warehouse system and a Google Sheet to document current inventory levels.

A VLOOKUP workflow action can be used to ask that Google Sheet for the current inventory count for a deal's product code. The inventory count is delivered back to the workflow in real-time. 

### How will you use VLOOKUP?

![No Limits written on desert road](https://www.cambiumapps.com/hs-fs/hubfs/No%20Limits%20written%20on%20desert%20road.jpeg?width=350&height=233&name=No%20Limits%20written%20on%20desert%20road.jpeg)

The possible uses for VLOOKUP are endless. How will you use it for your organization? We'd love to help you determine the best use for you.

Please [contact us](https://www.cambiumapps.com/contact?hsLang=en) and we would be happy to have this discussion. If you'd like, we can help you install VLOOKUP and get a couple use cases built out. 

 PRICING

## VLOOKUP pricing

You can run a free, 14 day trial to determine whether VLOOKUP is for you. If it is, VLOOKUP has simple subscription options.

[Ready to subscribe?](https://www.cambiumapps.com/vlookup/help#purchasing-vlookup)

[TRY FOR FREE](https://www.cambiumapps.com/vlookup/install?hsLang=en)

#### Pro (monthly)

## $48 / month

 All the power, pay monthly

---

- Free 14-Day Trial
- Unlimited Sources
- Google Sheets Sources
- CSV Sources

#### Pro (annual)

## $480 / year

 Save with an annual subscription!

---

- All features of the monthly plan

*All plans are subject to [usage limits](https://www.cambiumapps.com/vlookup/help#limit-info)*

 NEED HELP?

## Get help & support

We have an extensive Help & Support site for you to learn more about VLOOKUP. Not finding what you need? [Submit a ticket](https://www.cambiumapps.com/vlookup/help#submit-ticket).

[GET HELP & SUPPORT](https://www.cambiumapps.com/vlookup/help?hsLang=en)

 BRING VALUE TO YOUR CLIENTS

## Partner with us

We are looking for HubSpot Solution Partners that would like to utilize VLOOKUP with their clients. If this sounds interesting to you, we'd love to tell you more.

[LEARN MORE](https://www.cambiumapps.com/vlookup/partnerinterest?hsLang=en)

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