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Finding the VLOOKUP settings page

Where to manage your VLOOKUP sources, account, and subscription in HubSpot.

Overview

Section titled “Overview”

You manage everything in VLOOKUP — your sources, your account, and your subscription — from the VLOOKUP settings page. It opens from the app’s page in HubSpot’s settings.

Steps

Section titled “Steps”

  1. Open your connected apps. In HubSpot, go to Settings → Account Setup → Integrations → Connected Apps.

  2. Find VLOOKUP for Workflow. Click its name, or choose Go to settings from its Actions menu.

    HubSpot’s Connected Apps page with the Actions menu open on VLOOKUP for Workflow

  3. Click Manage in the Manage Account Information section.

    the VLOOKUP for Workflow connected app page with the Manage button

The VLOOKUP settings open in a pop-up window, where you can see your account status and create and edit your sources.

the VLOOKUP settings window showing account status and the list of sources

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