Remove string (e.g. Pty Ltd) from company name using workflow
resolver
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.
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer