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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.
    • Use Case: Standardizing lead names for personalized emails. 

      • Input: jason evans

      • Output: Jason evans

  • Convert to Lowercase: Converts all characters in the text to lowercase.
    • Use Case: Normalizing email domains for deduplication.
  • Convert to Uppercase: Changes all characters in the text to uppercase.

    • Use Case: Emphasizing company names in reports.

      • Input: acme corp

      • Output: ACME CORP

  • Convert to Title Case: Capitalizes the first letter of each word while converting all other letters to lowercase.

    • Use Case: Displaying properly formatted contact names.

      • Input: jane cooper-smith

      • Output: Jane Cooper-Smith

  • Pluralize the Text: Converts a singular noun into its plural form.

    • Use Case: Generating dynamic messages or labels in Smart Views.

      • Input: contact

      • Output: contacts

  • Remove Characters: Removes specified characters from a given text.
    • Use Case: Cleaning phone numbers or importing data.

      • Input: +1 (234) 567-8900

      • Characters to remove: ()+-

      • Output:12345678900

  • Escape and URL Encode: Converts a string into a URL-encoded format.
    • Use Case: Embedding contact names in dynamic redirect URLs.
      • Input: john joe
      • Output: john%20doe
  • HTML to Text: Removes all HTML tags from a text field.

    • Use Case: Stripping formatting from imported descriptions.

      • Input: <p><b>High-priority</b> lead from <a href="#">web form</a></p>

      • Output: High-priority lead from web form

  • Replace Characters: Finds and replaces specific characters or words in a text.

    • Use Case: Fixing incorrect values in imported lead records.

      • Input: lead_source:webform

      • Replace: webform

      • With: Website Form

      • Output: lead_source:Website Form

  • Trim Leading and Trailing Whitespace: Removes extra spaces from the beginning and end of a text.

    • Use Case: Cleaning user-entered data in contact fields.

      • Input: " important message "

      • Output: "important message"

  • Split the Data: Splits a text into multiple parts based on a delimiter.
    • Use case: Fetch the year from the date

      • Input: 2025/05/22

      • Split by: /

      • Output (Text at first position): 2025

  • Extract Email Address: Find and extract the first email address from a text field.

    • Use Case: Pulling email from web form comments.

  • Extract Number: Finds and extracts the first numerical value from a text field.

    • Use Case: Extracting budget amount from a form field.

      • Input: Estimated budget is $5000

      • Output: 5000

  • Extract Phone Number: Finds and extracts a phone number from a text field.

    • Use Case: Extracting phone from inquiry notes.

      • Input: Call back at (555) 888-1234 ASAP

      • Output: (555) 888-1234

  • Extract URL: Finds and extracts a web URL from a text field.

    • Use Case: Getting a lead’s website URL from notes.

  • Extract Domain: This will extract the domain from the field that you have selected.

    • Use Case: Segmenting contacts by business domain.

      • Input: sarah.connor@sales.com

      • Output: sales.com

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.

 

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