Formatted Phone Number

Automatic Phone Number Formatting: Save standardized formats directly to contact records

Overview

Clean Dial’s Formatted Phone Number properties save formatted phone numbers directly to your HubSpot contact records. These properties are automatically populated during HLR Lookups and formatting workflow actions.

Instead of just displaying formatted numbers temporarily, the system creates persistent, standardized phone number properties that your team can use for campaigns, integrations, and reporting.

All Format Style Displayed

How It Works

When a contact is processed (via HLR Lookup or Formatting Workflow):

1. Original number preserved - Your existing Phone Number property remains unchanged.
2. Format applied - The number is parsed and formatted into multiple standard styles.
3. Properties populated - The following properties are automatically updated on the contact record.

Available Format Properties

Standard Format (E.164)

• Property Name: phone_e164
• Example: +14155552671
• Use case: API integrations, Twilio, international systems.

International Format

• Property Name: phone_international
• Example: +1 415 555 2671
• Use case: Display purposes, international calling lists.

National Format

• Property Name: phone_national
• Example: (415) 555-2671
• Use case: Domestic campaigns, local sales rep view.

Digits Only

• Property Name: phone_digits
• Example: 14155552671
• Use case: SMS platforms requiring raw digits (no symbols).

URI Format (RFC3966)

• Property Name: phone_rfc3966
• Example: tel:+1-415-555-2671
• Use case: Web applications, “Click-to-Call” links.

Setting Up Formatting Workflows

Creating a Formatting Action

1. Navigate to Workflows in your HubSpot account
2. Create a new workflow or edit an existing one
3. Add a Clean Dial formatting action
4. Select your desired format style from the dropdown
5. Configure enrollment criteria (new contacts, specific lists, etc.)

Enrollment Triggers

• New contacts added to your database
• Contacts added to specific lists
• Phone number property updates
• Lifecycle stage changes
• Custom contact property criteria

Action Configuration

Choose one format style per action (multiple format actions can be used in the same workflow).

Viewing Formatted Properties

Automatic Phone Number Formatting for HubSpot

Contact Record Display

1. Navigate to any contact record
2. Go to the Contact Information section
3. Look for “Phone Number (Format)” properties
4. Add these properties to your contact record layout if not visible

List and View Creation

• Create contact views filtered by formatted phone number properties
• Use formatted numbers in list membership criteria
• Export contacts with specific format requirements

Use Cases

SMS Campaign Preparation - use “Phone Number (Digits)” format for SMS platforms that require numbers without formatting characters.

International Calling Lists - export contacts with “Phone Number (International)” format for global sales teams or calling platforms.

API Integrations - use “Standard Format” format for system integrations that require standardized international formatting.

Click-to-Call Implementation - utilize “URI Format” format for web applications and click-to-call functionality.

Display Consistency - apply “Phone Number (National)” format for consistent display across internal tools and reporting.

Technical Details

• Property Type: String
• Property Source: Clean Dial workflow actions & HLR Lookups
• Updates: Automatic when contacts flow through formatting actions
• Retroactive: Only applies to contacts processed after workflow activation
• Multiple Formats: All format properties are available for every contact processed.

Frequently Asked Questions

Q: Does formatting change my original phone number property?

A: No, your original Phone Number property remains unchanged. Formatting creates new, additional properties.

Q: Can I have multiple format styles for the same contact?

A: Yes, contacts processed by Clean Dial will have all format properties populated automatically.

Q: What happens if a phone number can’t be formatted?

A: If the phone number is invalid and cannot be parsed, the formatted properties will remain empty.

Q: Can I customize the property names?

A: Property names are fixed system properties (e.g., phone_e164, phone_national) to ensure consistency across all portals.