Set up Text Transform
Select transformation method
Choose one of the following methods for transforming your text:
- Text to number: Scans the chosen text property and converts the first numerical value it finds into a number format.
- Capitalize: Updates the text to capitalize the first letter.
- JSON Encode: Make the provided text JSON-compatible.
- Remove HTML: Strip HTML tags from the text.
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.
Note: the property is not updated in place — you need to use Copy property value to copy the output of Text Transform to the record's property.
Trigger enrollment for companies
When this happens
Group 1
Industry is known any number of times anytime
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1. Transform Text
Capitalize the value of Industry
Click to see configuration
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2. Copy property value
Copy Transform Text — Text output into Industry
Outputs of the action
Upon completion of the action, two outputs are generated:
- Numeric output: When "Text to number" is selected, this output contains the first number found in the text, in numerical format. Make sure you have a corresponding numeric property in your HubSpot account to store this value.
- Text output: Contains the transformed text after capitalization (and other methods). It also holds the text-formatted number when "Text to number" is selected.
Important
Use the Copy property value action to save the results of the transformation to a property within your HubSpot account.