Set up

Welcome to the Clean Dial Guide!

This walkthrough covers each action configuration, usage limits, and how to integrate phone number formatting and HLR lookup directly into your CRM.

If you haven’t already - you can install the app here.

Tip: Clean Dial formats your number and checks if it’s live, but it won’t overwrite anything on its own. To save the result, follow it with a “Edit record” under CRM actions, targeting the phone field you want to update.

Get Started

1. Create a new workflow

2. Choose a trigger to start it

3. Select the record type that contains phone numbers (e.g. Contacts).

4. Create a new action block and scroll to find the Clean Dial actions

5. You’ll see the Format Phone Number and HLR Lookup actions

Now head to the action to continue! (see side bar)