CRM

ABuckley
Member

How to capitalise the first letter of all first names?

SOLVE

Is there any fast way to ensure everybody with a first name in HubSpot database starts with a capital letter? Seems like something that should be simple without crawling 1000's of records? 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to capitalise the first letter of all first names?

SOLVE

Hi @ABuckley,


This is not possible in the free CRM, unfortunately. Data quality automation (such as formatting names) is a Operations Hub Professional or Enterprise feature: https://knowledge.hubspot.com/workflows/format-your-data-with-workflows

 

For a manual workaround, the quickest solution would be exporting your contact records, cleaning up the spreadsheet and reimporting it. (HubSpot will update contacts based on their email address.)

 

For an automated solution, you could use HubSpot's integration with Zapier, for example via Google Sheets, to automatically capitalise names.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to capitalise the first letter of all first names?

SOLVE

Hi @ABuckley,


This is not possible in the free CRM, unfortunately. Data quality automation (such as formatting names) is a Operations Hub Professional or Enterprise feature: https://knowledge.hubspot.com/workflows/format-your-data-with-workflows

 

For a manual workaround, the quickest solution would be exporting your contact records, cleaning up the spreadsheet and reimporting it. (HubSpot will update contacts based on their email address.)

 

For an automated solution, you could use HubSpot's integration with Zapier, for example via Google Sheets, to automatically capitalise names.

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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