Installing VLOOKUP

Install VLOOKUP for Workflow from the HubSpot Marketplace or straight from the workflow editor.

Overview

You can install VLOOKUP for Workflow from its HubSpot Marketplace listing, or from inside a workflow when you add an action. Either way, your account starts a 14-day free trial, and the user who installed the app gets an email from us with more information.

Install from the HubSpot Marketplace

1. Open the VLOOKUP Marketplace listing and click Install App.

2. Choose your HubSpot account.

   

3. Approve the connection.

   

4. Open the VLOOKUP settings. HubSpot lands you on the settings page for the VLOOKUP for Workflow connected app. Click Manage in the Manage Account Information section.

   

The VLOOKUP settings open in a pop-up window. Create your first source there — CSV or Google Sheets — and you’re ready to use the workflow action.

Install from the workflow editor

If VLOOKUP isn’t installed yet, you can connect it while you build a workflow.

1. Add an action to your workflow and choose Connect an app. Find VLOOKUP for Workflow in the list and click it.

   

2. Click Connect. HubSpot explains what to expect, then takes you to the Marketplace.

   

3. Follow the Marketplace install in the steps above, and create a source before you go back.

4. Return to your workflow and click Complete.

   

Perform a VLOOKUP now appears in the list of workflow actions. If you don’t see it, refresh your browser.

What happens next

Your 14-day trial includes a set number of lookups — see VLOOKUP pricing and usage limits. Subscribe from the VLOOKUP settings whenever you’re ready; see Subscribing to VLOOKUP.

Related articles

• What is VLOOKUP for Workflow?
• Finding the VLOOKUP settings page
• Creating a CSV source in VLOOKUP
• Creating a Google Sheets source in VLOOKUP