Text Transform

Transform messy strings, normalize CRM data, run quick math, or format dates without leaving the workflow editor. Text Transform gives you a single dropdown with contextual inputs so every formatting option lives in one streamlined action.

Overview

Use Text Transform any time you need to massage CRM values before writing them back to HubSpot or sending them downstream—names, emails, deal amounts, close dates, and more.

Configuration

Input Fields

Text (Required)

Enter static text or use personalization tokens to reference properties. You can also combine both.

Examples:

{{contact.firstname}}
{{deal.amount}}
Customer {{contact.firstname}} has {{deal.amount}}
Custom static text

Transformation Type (Required)

Choose the operation to run. The UI automatically reveals any additional inputs that transformation needs (e.g., “Number to add” or “Currency code”).

Conditional Inputs (automatic)

Depending on the dropdown selection, you may see extra fields:

Transformation	Extra fields
`prefix`, `suffix`	`prefixValue`, `suffixValue`
`replace`	`replaceSearchValue`, `replaceReplaceValue`, `replaceAll`
`add_number`, `subtract_number`, `multiply_number`, `divide_number`	Matching `addNumberValue`, `subtractNumberValue`, etc.
`round_number`	`roundNumberPrecision`
`format_number`	`formatNumberLocale`, `formatNumberMinimumFractionDigits`, `formatNumberMaximumFractionDigits`
`format_currency`	`formatCurrencyLocale`, `formatCurrencyCode`, `formatCurrencyDisplay`
`format_date`	`formatDateLocale`, `formatDateStyle`, `formatTimeStyle`, `formatDateTimezone`

All other transforms just need the base text.

Output Fields

transformedText (String)

The formatted result you can map into properties or later workflow steps.

Input:  1234.5
Transform: format_currency (locale=en-US, currency=USD)
Output (transformedText): $1,234.50

Available Transformations

Text formatting

lowercase, uppercase: enforce consistent casing
title_case: capitalizes every word (great for names)
capitalize_first: only capitalizes the very first character
trim, trim_start, trim_end: remove whitespace
prefix, suffix: prepend or append static text
replace: simple find-and-replace with optional “replace all”

Numeric & currency operations

add_number, subtract_number, multiply_number, divide_number: lightweight math for lead scores, counters, or projections
round_number: keep a defined number of decimal places
format_number: locale-aware thousands separators and decimal symbols
format_currency: full currency strings with locale, currency code, and symbol/name controls

Date & time formatting

format_date: feed ISO dates/datetimes and output localized strings with your preferred style, timezone, and optional time component

Examples

1. Normalize company names

Text: acme industries
Transform: title_case
Output: Acme Industries

2. Add pipeline tags automatically

Text: {{deal.dealname}}
Transform: prefix
Extra field prefixValue: [Enterprise]
Output: [Enterprise] Customer Portal Expansion

3. Update engagement scores inline

Text: {{contact.hs_lead_score}}
Transform: add_number
Extra field addNumberValue: 5
Output: 72

4. Format ARR as currency

Text: {{deal.arr}}
Transform: format_currency
Extra fields: formatCurrencyLocale = en-US, formatCurrencyCode = USD
Output: $24,500.00

5. Send human-readable close dates

Text: {{deal.closedate}}
Transform: format_date
Extra fields: formatDateStyle = long, formatTimeStyle = none, formatDateLocale = en-US, formatDateTimezone = America/New_York
Output: September 30, 2025

Note: Locale codes use hyphens (e.g., en-US, fr-FR, de-DE) not underscores.

Locale Codes Reference

When using format_number, format_currency, or format_date, you can specify locale codes to control how numbers and dates are displayed. All locale codes use hyphens (not underscores).

Common Locale Codes

Region	Code	Number Format	Currency Format
United States	`en-US`	`1,234.56`	`$1,234.56`
United Kingdom	`en-GB`	`1,234.56`	`£1,234.56`
Germany	`de-DE`	`1.234,56`	`1.234,56 €`
France	`fr-FR`	`1 234,56`	`1 234,56 €`
Japan	`ja-JP`	`1,234.56`	`¥1,235`
Spain	`es-ES`	`1.234,56`	`1.234,56 €`
Italy	`it-IT`	`1.234,56`	`1.234,56 €`

If left empty, all locale fields default to en-US.

Common Use Cases

Data normalization

Normalize casing for emails and names
Trim whitespace before writing properties
Add prefixes/suffixes for attribution tags

Revenue & scoring

Increment numeric counters on each workflow pass
Round metrics to whole numbers for dashboards
Present ARR/MRR in currency format when notifying teams

Reporting & comms

Format ISO dates for internal notifications
Output localized numbers for regional teams
Perform find-and-replace before syncing data to other systems

Best Practices

Trim first: Remove leading/trailing whitespace before other transforms.
Validate inputs: Use if/then branches to ensure text or numeric values exist before transforming.
Locale format: Always use hyphens in locale codes (en-US, not en_US). If you enter underscores, they’ll be auto-converted, but it’s better to use the correct format.
Plan for locale: Match locale/timezone to your target audience to avoid confusion. Defaults to en-US if left empty.
Chain actions: Pair with Search & Replace or Match Regex for more advanced flows.
Keep originals: Store the original value if you might need to audit or revert later.

Transformation Reference

Transformation	Input	Output
`lowercase`	`John.Doe@EXAMPLE.com`	`john.doe@example.com`
`uppercase`	`sku-42`	`SKU-42`
`title_case`	`john doe`	`John Doe`
`capitalize_first`	`enterprise upgrades`	`Enterprise upgrades`
`trim`	`hello`	`hello`
`prefix`	`Renewal` (prefix `[VIP]` )	`[VIP] Renewal`
`replace`	`HubSpot CRM` (replace CRM → Platform)	`HubSpot Platform`
`add_number`	`67` (+5)	`72`
`round_number`	`123.4567` (precision 2)	`123.46`
`format_number`	`1234567.89` (locale `de-DE`)	`1.234.567,89`
`format_currency`	`2500` (USD, en-US)	`$2,500.00`
`format_date`	`2025-09-22T14:30:00Z` (long, UTC)	`September 22, 2025`

Search & Replace — For pattern-based transformations
Match Regex — Validate strings before applying replacements