Remove string (e.g. Pty Ltd) from company name using workflow

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1

Hi

HubSpot Insights keeps adding/changing company names with teh legal name e.g. Banana Head Pty Ltd. We want to only have the display name e.g. Banana Head.

I’d love to run a workflow that removes specific strings like " Pty Ltd" from a field.

Any ideas how I can do this?

Thanks

Biagio

2

Hi @BLaRosa,

This requires a Operations Hub Professional subscription and can be achieved with the Format data action in a company-based workflow. As a Format, you could either use “Replace characters” to replace “Ltd” with a white space, then use the “Trim leading and trailing whitespace” to remove the empty character.

Without an Operations Hub Professional subscription, this is not possible within HubSpot and without third-party tools.

Best regards!

3

Thankyou @karstenkoehler! You are a legend for this. Just needed to be pointed in the right direction and this was exactly what I needed!