⚙ Operations Hub

KimRogers
Teilnehmer/-in | Platinum Partner
Teilnehmer/-in | Platinum Partner

How can I use Custom Format Data to remove non consistent text

lösung

Not sure if this is even possible, but I'm trying to use Format Data in workflows to remove text from a Deal property

 

The problem I have is that the text I am trying to remove differs on each deal. 

 

For example the deal name is "Joe Bloggs (TL) 01/01/23". 

The name convention is the contacts name followed by the initials of the Sales Representative, followed by the date the deal was closed. 

 

I want to cut the section "(TL) 01/01/23" from the deal name, so keep the name of the contact but remove the initials and date. 

 

Is there a way to do this with Format Data in workflows? 

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How can I use Custom Format Data to remove non consistent text

lösung

Hi @KimRogers,

 

You can cut the section using the custom mode in the format data action and the regex_replace fomula:

 

karstenkoehler_0-1692159389767.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
KimRogers
Teilnehmer/-in | Platinum Partner
Teilnehmer/-in | Platinum Partner

How can I use Custom Format Data to remove non consistent text

lösung

Thanks so much @karstenkoehler !

karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How can I use Custom Format Data to remove non consistent text

lösung

Hi @KimRogers,

 

You can cut the section using the custom mode in the format data action and the regex_replace fomula:

 

karstenkoehler_0-1692159389767.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.