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Phone number formatting to a standard international format

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

4 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeEvery contact's phone number lands in one consistent international format, so dialers, texting tools, and country-based segmentation all read the same value.
Workflow mapdata-quality-003
Phone or mobile known, not yet formatted leads to Format a phone number: Phone number. Format a phone number: Phone number leads to Mobile phone also known?. Mobile phone also known? leads to yes: Format a phone number: Mobile phone number; no: Skip mobile format. Format a phone number: Mobile phone number leads to Set Phone format status = Formatted. Skip mobile format leads to Set Phone format status = Formatted. Set Phone format status = Formatted leads to Parse failed?. Parse failed? leads to yes: Set Needs review + add to review list; no: Done. yes no yes no Phone or mobile known, not yet formatted Format a phone number: Phone number Mobile phone also known? Format a phone number: Mobile phone number Skip mobile format Set Phone format status = Formatted Parse failed? Set Needs review + add to review list Done
Phone or mobile known, not yet formatted leads to Format a phone number: Phone number. Format a phone number: Phone number leads to Mobile phone also known?. Mobile phone also known? leads to yes: Format a phone number: Mobile phone number; no: Skip mobile format. Format a phone number: Mobile phone number leads to Set Phone format status = Formatted. Skip mobile format leads to Set Phone format status = Formatted. Set Phone format status = Formatted leads to Parse failed?. Parse failed? leads to yes: Set Needs review + add to review list; no: Done. yes no yes no Phone or mobile known, not yet formatted Format a phone number: Phone number Mobile phone also known? Format a phone number: Mobile phone number Skip mobile format Set Phone format status = Formatted Parse failed? Set Needs review + add to review list Done

When to use it, when not to

Use it

  • Use it when phone numbers arrive from many sources (forms, imports, manual entry) in inconsistent formats: local format, dashes, parentheses, missing country code.
  • Use it when a connected calling or SMS tool needs consistent formatting to dial or send reliably.
Read more on when to use itShow less

Skip it

  • Do not use it if the portal is single-country with a fixed local format already enforced at the form level. A simple strip-formatting Set property value action may be enough, see Variants.
  • Do not use it as a substitute for phone number validity checking (catching fake or impossible numbers). That needs a separate custom code check, see data-quality-029 for the related consistency check.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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