Getting Started with Find and Replace

Find and Replace lets you search for specific text or numbers inside HubSpot property values and replace them with new values, all from within your workflows. Use it to standardize data, fix inconsistencies, clean up imports, or bulk-update field values across contacts, companies, deals, and tickets.

How It Works

1. A HubSpot workflow enrolls a record (contact, company, deal, or ticket)
2. The record reaches the Find And Replace action step you configured
3. The app reads the property value you selected, finds the text you specified, and replaces it with your new value
4. The updated value is written back, and the result is available for workflow branching

Key Capabilities

Works Across All CRM Object Types

Use Find and Replace on contacts, companies, deals, and tickets. Any string or number property on these objects can be targeted.

Case-Sensitive or Case-Insensitive Matching

Choose whether the search should match exact letter casing or ignore it. Case-insensitive matching is the default, so "USA" will match "usa", "Usa", and "USA". Turn on case-sensitive matching when you need precision.

Replace First or Replace All

Control whether only the first occurrence is replaced or every occurrence in the property value. Replace all is the default, which is ideal for cleaning up repeated patterns. Replace first is useful when you only want to change the leading instance.

Replacement Count

After the action runs, your workflow knows exactly how many replacements were made. Use this to branch on whether the property actually contained the text you were looking for.

Remove Text Entirely

Leave the replacement value empty to delete the matched text from the property. This is useful for stripping unwanted characters like parentheses, dashes, or prefixes.

Quick Start

1. Install the app in your HubSpot portal (see the Installation Guide)
2. Open any contact, company, deal, or ticket workflow in HubSpot
3. Add the Find And Replace action and configure the property, search text, and replacement text
4. Test by enrolling a record and checking the updated property value

Next Steps

• Installation Guide - connect your portal
• Find and Replace Workflow Action - detailed action configuration and examples
• Settings Reference - full settings documentation