Convert or format the content of a selected text property. It generates two outputs based on the transformation method you choose: a number (if applicable) and a text string.
Setup Text Transform
Select Transformation Method
Choose one of the following methods for transforming your text:
- Text to number: This method scans the chosen text property and converts the first numerical value it finds into a number format.
- Capitalize: This method updates the text to capitalize the first letter
Select Text Property to Transform
Specify the text property you wish to transform. This is the source text that will undergo the chosen transformation method.
Please note, that property is not updated, you need to use Copy property value to copy output of Text Transformation to the record's property.
Outputs of the Action
Upon completion of the action, two outputs will be generated:
- Numeric Output: When 'Text to number' is selected, this output will contain the first number found in the text, now in a numerical format. Ensure you have a corresponding numeric property in your HubSpot account to store this value.
- Text Output: This will contain the transformed text after the capitalization process (and other methods that we are going to add in future updates). It will also hold text-formatted number when 'Text to number' is selected.
Important
Ensure you utilize the 'Copy property value action' to save the results of the transformation to a property within your HubSpot account