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Is there a way to add a format workflow to automatically convert a phone number to add a country code? I use Hubspot to call a lot but our third party systems only collect the phone number without country code, which Hubspot requires to validate it and ring it.
Then it depends on how your phone numbers are formatted exactly. In Germany, for example, numbers without country code start with a 0. That 0 is removed when the country code is dialed.
E.g. 030 1234567 would turn into +49 30 1234567
I could achieve that with the workflow below:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Which HubSpot subscription are you on? In Operations Hub Professional, you can use the Format data workflow action to change the formatting of your phone number and add a country code at the beginning.
Without Operations Hub Professional, you'd have to look into third-party tools such as Insycle. (If upgrading to Operations Hub Professional is an option, let me know and I can share more use cases that can be easily implemented in this hub and improve data quality.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
That depends on where the information about the country code lives. Do you have that in a separate property? What would determine which country code is added at the beginning of a phone number?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Then it depends on how your phone numbers are formatted exactly. In Germany, for example, numbers without country code start with a 0. That 0 is removed when the country code is dialed.
E.g. 030 1234567 would turn into +49 30 1234567
I could achieve that with the workflow below:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Happy to help. Make sure to test this first by copying the formatted phone number into another custom property. Search and replace actions can be hard to clean up if you're doing something wrong (e.g. searching all space characters in a word document and replacing them with nothing).
When everything looks good in the test property, you can unleash your workflow on the actual thing.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
What if you didn't need to replace numbers in the phone number but add a country code (currently phone numbers have no country code - US's country code is +1)? Can you give an example of how you would set that up? The SMS feature won't work unless the number is specifically formatted with country code, parentheses, and hyphens. Ie +1 (555) 555-5555 I'm not sure how to make that specific format work in the workflows. I have Op Hub Pro.