> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# String/Text Operations

* 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**](https://support.salesmate.io/hc/en-us/articles/41100082012825-Data-Operations) 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.

### 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:** [John.Smith@SalesMate.IO](mailto:John.Smith@SalesMate.IO)

* **Output:**

* [john.smith@salesmate.io](mailto:john.smith@salesmate.io)

* **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**: <p><b>High-priority</b> lead from <a href="#">web form</a></p>**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 [sales@diamondguy.com](mailto:sales@diamondguy.com)

* **Output:**

* [sales@diamondguy.com](mailto:sales@diamondguy.com)

* **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](https://portfolio.salesmate.io)

* **Output:**

* [https://portfolio.salesmate.io](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:** [sarah.connor@sales.com](mailto:sarah.connor@sales.com)

* **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.