Documents

Format Phone Number

Overview

What it does: Standardizes phone numbers into consistent formats, ensuring uniform data structure regardless of how numbers were originally entered.

When to use it: When syncing data between systems that require specific phone formats, preparing numbers for API integrations, cleaning up inconsistently formatted data from multiple sources, or ensuring compliance with telecom standards before calling or SMS campaigns.

Business value: Ensures CRM data compatibility with external calling/SMS platforms, eliminates sync errors caused by format mismatches, enables accurate deduplication by standardizing number formats, and improves reporting accuracy by creating consistent data across all records.

Pricing

- Free and unlimited requests

Quick Setup

Input Fields

  • Phone number
  • Format Style (E.164, international, national, digits-only, or RFC3966)
  • Default country (covers 245 countries; used in cases when there is no iso code in phone number)

Output Fields

Example Input: 2133734253
Country Code Used: US

After formatting, the above number could become one of:

  • +12133734253 (E.164)
  • +1 213 373 4253 (International)
  • (213) 373-4253 (National)
  • 12133734253 (Digits)
  • tel:+12133734253 (RFC3966)

Common Use Cases

Use Case 1:

Scenario: Company integrates HubSpot with a VoIP system that requires all phone numbers in E.164 format (+15551234567), but contacts have numbers in mixed formats like (555) 123-4567 and 555-123-4567.

Result: Auto-formats all numbers to E.164 standard, eliminating 100% of sync failures and enabling seamless click-to-call functionality.

Use Case 2:

Scenario: Global sales team needs national format for local calling (555-123-4567 in US, 020 1234 5678 in UK) to improve answer rates by displaying familiar local formats.

Result: Formats numbers based on contact's country property, increasing answer rates by 12% as prospects recognize local number formats.

Use Case 3:

Scenario: Data team needs to deduplicate contacts but can't match records because the same phone number appears as +1-555-123-4567, (555) 123-4567, and 5551234567.

Result: Standardizes all numbers to digits-only format for comparison, successfully identifying and merging 800+ duplicate records.

How It Works

1. Select the Format Phone Number action

2. Choose the phone number property from the enrolled record

3. Select the format style you’d like to apply

4. Set the default country

5. That's it! The action is now ready

Storing

1. To save the result, add an Edit record action.

2. Choose the output variable from Clean Dial to write back to the CRM property

Full workflow

Last updated: November 28, 2025