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How to use Format & Merge in Property Transformer

The Format & Merge action lets you combine up to 4 properties into a single formatted string using a template. This is useful for creating full addresses, combining name and title, building display labels, or any other scenario where you need to merge property values together.

This action works on all object types, including Contacts, Companies, Deals, and Custom Objects.

Supported property types:
- Single-line text
- Multi-line text
- Number
- Date picker

How to set it up

  1. In your HubSpot workflow, add a new action

  2. Under "Integrated Apps", find "Brave Tools"

  3. Select "Format & Merge"

  4. Configure the input fields (see below)

  5. Map the output value to the property you want to update

Input fields

Property 1 (required)
The first property value to include in the template.

Property 2, Property 3, Property 4
Additional property values to include. These are optional and will appear as you add them.

Template (required)
A text template with placeholders {1}, {2}, {3}, {4} that will be replaced with the corresponding property values.

Examples:

  • "{1} {2}" - Combine first name and last name

  • "{1}, {2} {3}, {4}" - Build a full address

  • "{1} - {2}" - Create an event label with a date

Date format

If any of your properties is a date picker, select a date format to convert the date into a readable string. Without this, HubSpot sends dates as raw timestamps (e.g. "1797285000000") which is not human-readable.

Timezone

Timezone for date formatting (e.g. Europe/Stockholm). HubSpot stores dates in UTC. Select your timezone to get the correct time.

Available formats:

No date formatting (default)

  • yyyy-MM-dd HH:mm (e.g. 2026-12-12 19:30)
  • yyyy-MM-dd (e.g. 2026-12-12)
  • dd/MM/yyyy (e.g. 12/12/2026)
  • MM/dd/yyyy (e.g. 12/12/2026)
  • dd/MM/yyyy HH:mm (e.g. 12/12/2026 19:30)

Text transform

Optional text transformation applied to the final result. Options:

  • None (default)
  • UPPERCASE
  • lowercase
  • Capitalize Words

Output fields

Formatted value - The final merged string with placeholders replaced by property values.

Example 1: Full address

You want to create a full address from separate fields.

Configuration: Template = "{1}, {2} {3}, {4}"

Input: Property 1 = "123 Main St", Property 2 = "10001", Property 3 = "New York", Property 4 = "USA"

Output: Formatted value = "123 Main St, 10001 New York, USA"

Example 2: Event label with date

You want to combine an event name with its date into a single display string.

Configuration: Template = "{1} - {2}", Date format = yyyy-MM-dd HH:mm

Input: Property 1 = "Annual Conference", Property 2 = (date property with value 2026-12-12 19:30)

Output: Formatted value = "Annual Conference - 2026-12-12 19:30"

Good to know

  • Empty values are handled gracefully. If a property is empty, the placeholder and surrounding separators are automatically cleaned up. For example, if Property 3 is empty in the template "{1}, {2} {3}", the result will be "123 Main St, 10001" without a trailing space.

  • When using date properties, always select a Date format. Without it, dates will appear as raw millisecond timestamps.

  • The Date format applies to all properties that contain date values. Text and number properties are not affected.

  • You can use the Text transform option to standardize the casing of the output.

  • Property Transformer is available on paid plans. Trial users do not have access to this feature.