Standardize names and emails
Capitalize names, lowercase emails, trim stray whitespace as records enter the CRM.
The challenge
Names arrive in block capitals, emails with stray whitespace and mixed case. Personalisation looks careless and segmentation quietly misses records.
How AuPerate solves it
Format Data standardizes values as records arrive, so emails and greetings read properly without anyone cleaning lists by hand.
How to build it
- 1Enrol records on create and on property change.
- 2Add Format Data with Capitalize for names, or Lowercase for emails, passing the value as Input 1.
- 3Copy the result back onto the property.
- 4Chain a second Format Data step with Trim to remove stray whitespace.
What the action gives you
- Text: case, trim, replace, substring
- Numbers: round, format, currency, percentage, arithmetic
- Dates: format, add days, difference, now
- Phone: normalize to E.164 and validate
Related
Other patterns teams build
Split full names, clean addresses, dedupe keys
Any string surgery HubSpot operators cannot do: regex, lookups, multi-step logic.
Normalize every phone number on create
Enroll on create, run Phone: Normalize with your country code, write the result back.
Attach contacts to their company automatically
Email domain matching with create-if-missing keeps new signups organized without manual triage.
Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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