String/Text Operations Follow

The String/Text Operations are the operations that can be used on the Sting or Text field that you have selected under the Data Operation action. This will allow you to transform and manipulate text-based data efficiently. These operations help in formatting, extracting, and modifying text values to ensure consistency and accuracy in CRM records.

Available String/Text Operations

• Capitalize the First Letter: Capitalize the first letter of the text while converting the rest to lowercase.
• Convert to Lowercase: Converts all characters in the text to lowercase.
• Convert to Uppercase: Changes all characters in the text to uppercase.
• Convert to Title Case: Capitalizes the first letter of each word while converting all other letters to lowercase.
• Pluralize the Text: Converts a singular noun into its plural form.
• Remove Characters: Removes specified characters from a given text.
• Escape and URL Encode: Converts a string into a URL-encoded format.
• HTML to Text: Removes all HTML tags from a text field.
• Replace Characters: Finds and replaces specific characters or words in a text.
• Trim Leading and Trailing Whitespace: Removes extra spaces from the beginning and end of a text.
• Split the Data: Splits a text into multiple parts based on a delimiter.
• Extract Email Address: Find and extract the first email address from a text field.
• Extract Number: Finds and extracts the first numerical value from a text field.
• Extract Phone Number: Finds and extracts a phone number from a text field.
• Extract URL: Finds and extracts a web URL from a text field.

By Using String/Text Operations in Salesmate Smart Flow, you can efficiently format, extract, and transform text-based data to maintain consistency and enhance workflow automation. These operations help businesses keep CRM records well-structured and optimized for seamless processing.