Creating VLOOKUP Between Two Tables in One Workbook

Julia S.

·May 30, 2025 03:34 PM·

how can i create a sort of vlookup from one table to another within one workbook?

5 comments

· Sorted by Oldest

Channeled
APP
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You can use the "Lookup" feature in Clay to reference data between tables in your workbook, similar to VLOOKUP in spreadsheets. Two options are available: ** "Lookup Single Row in Other Table" for retrieving one matching row (faster) ** "Lookup Multiple Rows in Other Table" for retrieving multiple matching records To set this up, you'll need to specify: ** The table to search ** The target column ** A filter operator ** The row value to match For detailed instructions, check our documentation at: https://docs.clay.com/enrichments-and-providers/enrichments/all-providers/clay/lookup-record-in-other-table-clay-2.0
Sources: Lookup Rows | Documentation | Clay University Send table data | Documentation | Clay University
Julia S.
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where do i find the option to create a lookup?
Stefano
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Hi Julia, thank you for reaching out. I believe that this can be achieved using our Lookup function. This video explains how to set up and use a lookup function in 2 minutes. I suggest using a unique identifier such as LinkedIn URL or company domain in order to find the row you are looking for. Let me know if this helps!
Julia S.
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thank you! i have now added a new column with all new host IDs, Now I want to update this in my deals in hubspot. How do I do that? do i need to copy & paste this into the column containing the original (empty) host IDs from hubspot?
Bo (.
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Hey, You don’t need to copy and paste into the original HubSpot column. In Clay, you can just create a new column and reference your new host ID column using a forward slash—for example: /New Host ID. This way, when you update deals in HubSpot, you can map the correct value without touching the original column. Let me know if you have more questions.

Channeled
APP
·
·
You can use the "Lookup" feature in Clay to reference data between tables in your workbook, similar to VLOOKUP in spreadsheets. Two options are available: ** "Lookup Single Row in Other Table" for retrieving one matching row (faster) ** "Lookup Multiple Rows in Other Table" for retrieving multiple matching records To set this up, you'll need to specify: ** The table to search ** The target column ** A filter operator ** The row value to match For detailed instructions, check our documentation at: https://docs.clay.com/enrichments-and-providers/enrichments/all-providers/clay/lookup-record-in-other-table-clay-2.0
Sources: Lookup Rows | Documentation | Clay University Send table data | Documentation | Clay University
Julia S.
·
·
where do i find the option to create a lookup?
Stefano
·
·
Hi Julia, thank you for reaching out. I believe that this can be achieved using our Lookup function. This video explains how to set up and use a lookup function in 2 minutes. I suggest using a unique identifier such as LinkedIn URL or company domain in order to find the row you are looking for. Let me know if this helps!
Julia S.
·
·
thank you! i have now added a new column with all new host IDs, Now I want to update this in my deals in hubspot. How do I do that? do i need to copy & paste this into the column containing the original (empty) host IDs from hubspot?
Bo (.
·
·
Hey, You don’t need to copy and paste into the original HubSpot column. In Clay, you can just create a new column and reference your new host ID column using a forward slash—for example: /New Host ID. This way, when you update deals in HubSpot, you can map the correct value without touching the original column. Let me know if you have more questions.