Last updated: May 6, 2021
|Operations Hub Professional|
The Format data workflow action enables you to automatically fix, format, and maintain your CRM data. For example, you can use this action to capitalize contact or company names, or calculate values based on properties. Data is formatted into string values, which can then be copied into single-line or multi-line text properties.
Formatting data with workflows is a two step process. First, you'll prepare your data by setting up a Format data action. Then, you'll set up another workflow action to update that data.
To set up a data formatting action:
Please note: because data is formatted into strings, formatted date values can only be copied into single-line or multi-line text properties.
With the Format data action added, the workflow will be able to process and format data. You’ll then need to set up additional actions to update your HubSpot data.
Set up a Copy property value action to update properties with the newly formatted data. The action can use formatted data from any previous Format data action.
With the Copy property value action set up, your workflow can now use previously formatted values to update CRM properties.
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