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Using the Perform a VLOOKUP action

Add the VLOOKUP action to a workflow, choose what to look up, and use the result in later steps.

Overview

Section titled “Overview”

Perform a VLOOKUP is the heart of VLOOKUP for Workflow. It takes a property value from the enrolled record, finds the matching row in one of your sources, and returns a value from that row for the rest of the workflow to use.

Before you begin

Section titled “Before you begin”

Steps

Section titled “Steps”

  1. Add an action to your workflow and choose Perform a VLOOKUP.

    the workflow action list with Perform a VLOOKUP under VLOOKUP for Workflow

  2. Choose the property to look up. Its value on the enrolled record is what VLOOKUP searches for in the first column of your source.

    the action’s property picker

  3. Choose the source to look in.

    the action’s source picker listing your VLOOKUP sources

  4. Choose the column to return when a matching row is found.

    the action’s column picker listing the source’s column headers

  5. Save the action.

The action is configured and shows its settings in the workflow.

a configured Perform a VLOOKUP action in the workflow editor

What happens next

Section titled “What happens next”

Use the action’s outputs in the steps after it — most often a Value equals branch on Was a Result Found?, then a Copy property value action that writes the result to a property. This example writes the returned rep to the contact’s owner:

a Copy property value action that copies the VLOOKUP result into the contact owner property

Each output is explained in VLOOKUP workflow output values.

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