Format Data

Clean, convert and compute values, including phone numbers. Twenty operations on text, numbers, dates and phone numbers, plus a custom formula mode. The everyday cleanup tool: uppercase, trim, round, currency, date math, phone normalization and more.

Format Data
What you get

Clean, convert and compute values, including phone numbers

  • Text: case, trim, replace, substring
  • Numbers: round, format, currency, percentage, arithmetic
  • Dates: format, add days, difference, now
  • Phone: normalize to E.164 and validate
  • Custom formulas with functions like if(), upper(), round()
How it works

Operations inside this action

Pick an operation and the form shows only the fields that operation needs.

Phone: Normalize to E.164

Turns 098765 43210 into +919876543210 using a default country code.

Phone: Validate

Checks digit count bounds and returns Valid or Invalid plus the digit count.

Custom formula

Combine functions and inputs into one expression when a single operation is not enough.

Use cases

What teams build with Format Data

Normalize every phone number on create

Enroll on create, run Phone: Normalize with your country code, write the result back.

data cleanuptelephony

Standardize names and emails

Capitalize names, lowercase emails, trim stray whitespace as records enter the CRM.

data cleanup

Compute renewal amounts

Multiply seats by unit price with the math operations, or use a custom formula with rounding.

financesales ops
Browse every use case
FAQ

Format Data questions

Everything teams ask before putting this action into production.

Yes. The Phone: Normalize to E.164 operation strips formatting and leading zeros and adds your default country code, so 098765 43210 becomes +919876543210. Phone: Validate checks the digit count and returns Valid or Invalid.
Use the custom formula mode, which combines functions such as upper(), round(), concat() and if() into a single expression.
Format Data returns the result as a workflow output. Use a HubSpot Copy property step to write it to a record, or use Transform and Map Data when you want the action to read and write record properties directly.

Add Format Data to your workflows today

Install AuPerate once and every action appears in your HubSpot workflow editor.

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