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  • The String/Text Operations are the operations that can be used on the Sting or Tex t field that you have selected under the Data Operation action. This will allow you to transform and manipulate text-based data efficiently. These operations help in formatting, extracting, and modifying text values to ensure consistency and accuracy in CRM records.

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Available String/Text Operations

  • Capitalize the First Letter: Capitalize the first letter of the text while converting the rest to lowercase.
Use Case: Standardizing lead names for personalized emails.
  • Input: jason evans
  • Output: Jason evans
  • Convert to Lowercase: Converts all characters in the text to lowercase. Use Case: Normalizing email domains for deduplication.
  • Input: [email protected]
  • Output:
  • [email protected]
  • Convert to Uppercase: Changes all characters in the text to uppercase. Use Case: Emphasizing company names in reports.
  • Input: acme corp
  • Output: ACME CORP
  • Convert to Title Case: Capitalizes the first letter of each word while converting all other letters to lowercase. Use Case: Displaying properly formatted contact names.
  • Input: jane cooper-smith Output: Jane Cooper-Smith
  • Pluralize the Text: Converts a singular noun into its plural form. Use Case: Generating dynamic messages or labels in Smart Views.
  • Input: contact
  • Output: contacts
  • Remove Characters: Removes specified characters from a given text. Use Case: Cleaning phone numbers or importing data.
  • Input: +1 (234) 567-8900
  • Characters to remove: ()+-
  • Output: 12345678900
  • Escape and URL Encode: Converts a string into a URL-encoded format. Use Case: Embedding contact names in dynamic redirect URLs.
  • Input: john joe
  • Output: john%20doe
  • HTML to Text: Removes all HTML tags from a text field. Use Case: Stripping formatting from imported descriptions.
  • Input:

    High-priority lead from web form

    Output: High-priority lead from web form
  • Replace Characters: Finds and replaces specific characters or words in a text. Use Case: Fixing incorrect values in imported lead records.
  • Input: lead_source:webform
  • Replace: webform
  • With: Website Form
  • Output: lead_source:Website Form
  • Trim Leading and Trailing Whitespace: Removes extra spaces from the beginning and end of a text. Use Case: Cleaning user-entered data in contact fields.
  • Input: ” important message ”
  • Output: “important message”
  • Split the Data: Splits a text into multiple parts based on a delimiter. Use case: Fetch the year from the date
  • Input: 2025/05/22
  • Split by: /**Output (Text at first position):**2025
  • Extract Email Address: Find and extract the first email address from a text field. Use Case: Pulling email from web form comments.
  • Input: Client email is [email protected]
  • Output:
  • [email protected]
  • Extract Number: Finds and extracts the first numerical value from a text field. Use Case: Extracting budget amount from a form field.
  • Input: Estimated budget is $5000
  • Output: 5000
  • Extract Phone Number: Finds and extracts a phone number from a text field. Use Case: Extracting phone from inquiry notes.
  • Input: Call back at (555) 888-1234 ASAP
  • Output: (555) 888-1234
  • Extract URL: Finds and extracts a web URL from a text field. Use Case: Getting a lead’s website URL from notes.
  • Input: Their portfolio is hosted at https://portfolio.salesmate.io
  • Output:
  • https://portfolio.salesmate.io
  • Extract Domain: This will extract the domain from the field that you have selected. Use Case: Segmenting contacts by business domain.
  • Input: [email protected]
  • Output: sales.com
By using String/Text Operations in Salesmate Smart Flow, you can efficiently format, extract, and transform text-based data to maintain consistency and enhance workflow automation. These operations help businesses keep CRM records well-structured and optimized for seamless processing.