We have a distributor who sends us sales reports based on weekly orders. Some of these orders are from companies brand new to us. Of course, there is the legal name of the business, the dba and then sometimes the primary owner's name. I could be searching and end up with unknown duplication. As the phone number is a primary source, it would be helpful to search by phone number.
CHALLENGE-
phone number formats
1234567890 (least desirable format)
123 456 7890
(123) 456-7890
123-456-7890
123.456.7890
ETC
Anyone found:
an efficient way to bulk format phone numbers?
an efficient way to search phone numbers? (I have a filter and then sort where formatting gets in the way)
Format > Number > More Formats > Customer Number Format
(000)_0000-0000
Now re-import the resulting sheet back in to HubSpot
Disclaimer: I am the author of the above integration, and it is paid (though I've done my absolute best to keep it affordable). But it was very much built to help us internally avoid having to do repeated manual export imports across a number of our accounts.
Format > Number > More Formats > Customer Number Format
(000)_0000-0000
Now re-import the resulting sheet back in to HubSpot
Disclaimer: I am the author of the above integration, and it is paid (though I've done my absolute best to keep it affordable). But it was very much built to help us internally avoid having to do repeated manual export imports across a number of our accounts.
@jennysowyrda I love it when integration partners comment on posts and disclose it. There are so many integrations and this is a great way to highlight.
@Dave_ working with you offline to see where we can partner. Thank you.