HubSpot Ideas

michaeljay201

Bulk Edit Phone Number Validation

The new auto-formatting and validation feature for phone numbers is a step in the right direction.

 

However, the current integration seems to be missing the mark with regard to user experience. I was unable to find any articles or posts in the Help Center announcing the new auto-formatting feature. The only Knowlege Base article that pops up when searching "phone number validation" is a detailed breakdown of editing default contact properties, and then there is only a reference to the validation and formatting being applied "automatically by Hubspot based on the country code."

 

This feature is certainly a step in the right direction, but several improvements are needed to improve the user experience and make the feature more functional overall (noting that recent comments on an "old" idea thread are already being discussed here; skip to page 7).

 

Suggested improvements include:

 

  1. Global Setting to Enable/Disable auto-formatting at the account level - currently, the feature is enabled by default with no disable setting available
  2. Global Setting to assign a default Country Code - currently, the Country Code must be selected manually for every new contact (see screenshot below)
  3. Bulk edit phone numbers to apply Country Code format & validation -- currently, only able to apply formatting & validation when editing one individual contact at a time OR when adding to new contacts manually added (not via web forms -- this is needed, too)
  4. Retain "number only" format for export and/or sync to other apps or integrations to remove non-number characters (parentheses, plus sign, spaces)

Default behavior of phone number formatting & validation when creating a new contact:

 

Hubspot_PhoneNumberValidation_CreateNewContact.JPG

 

There are likely other enhancements that other users, especially those not based in the US, would appreciate.

HubSpot Updates
In Beta
August 09, 2024 05:43 AM

August 09, 2024 05:42 AM

Hi folks,

 

I’m Ian, the Product Manager for HubSpot’s Forms tool.

 

Thank you all for taking the time to submit, upvote, and comment on this Idea. I'm happy to report that we are now enforcing phone number validation on all phone number properties as part of the new Hubspot Forms Editor. You can opt-in to the public beta here

 

Ian

59 Replies
Smorrison36
Member

I agree this is a monster issue as we just imported 850 names from another system and we are now struggling to update all the **bleep** phone numbers. HUBSPOT Please fix this.

DCurtis
Member

You gotta be kidding me with this much traction and this simple of a thing is not at least on the roadmap. We have a mess of contacts to clean up - about 9000, and something that could easily help speed the process up is a quick fix to formatting. 100% of our clients are U.S. Come on guys - give this the attention it deserves.

NicoleJ
HubSpot Moderator

+1 to being able to remove phone number formatting in bulk, or having it be a setting you can choose to toggle on or off.

ElaineSN
HubSpot Employee

+!
Posting on behalf of a customer - The workaround to re-import the numbers if the country-code is not listed specifically in the drop-down section is not very user-friendly.

Speno
Member

This is important to us as a business.

 

We have found that by not having the correct data format that calls made from selecting numbers through Hubspot and made via zoom do not log into the system on a regular basis.

 

Being able to set this and backdate the change would be very helpful as all calls would be logged without having to validate each number before each call!

 

DKarr
Member

Another supporter here of finding a way to do this in bulk. This is a HUGE headache. 

veeterzy
Member

For such a platform, with such a price point - this is simply unacceptable. Since phone systems that integrate into Hubspot don't log the calls not if the formatting doesn't match - we are forced to reformat in Hubspot, which slows down the sales cycle by +20% - How did this ever get past the beta phase? If our platform did such a thing, we'd be embarrassed.... And no update for over 1 year!

 

But maybe when you're worth 25+ Billion, who cares huh? 

ViniciusLeite
Participant

This should be native as the basic automations for Name and Email formatting as they are offered by the platform in this route (https://app.hubspot.com/property-health-ui/... ) in every HubSpot account. 

veeterzy
Member

We're going at it the manual way with contact and company numbers. Unfortunately. Excel. Clean up. Number formatting to add the + and country code and then re-import into hubspot matching it up with the record ID. It's a process but no other choice...

jspbx
Participant

phone number validation in bulk is really needed, please review to make this change happen 🙂 thanks!

dentalexceluk
Member

Why hasn't this been addressed yet? Come on guys!

TicTacTim
Participant | Gold Partner

Agreed! This is badly missing. For HubSpotters in Starter with no WFs this is a real pain if you import and then format +500 numbers manually. Awaiting a change soon!

Onesimus
Member

+1 ☹️

Adam_W
Participant

I'd even settle for being able to enforce E.164 formatting on the field. Right now, we keep fixing these, and they keep being added. 

KOwen27
Member

100% agree. Our Aircall & Hubspot Integration is messing up CRM because of the phone number formatting issue. We have 25000 contacts in our database and there's no way we'll manually update phone number formatting on each. Would love to be able to configure phone number format based on the state or country properties. 

IRAR
Member

Adding the country code is not a solution. You have the IP, and AI to figure out where the number is coming from. 

Speno
Member

We've also seen that when we send to our contacts the ability to update their records it removes the country formatting again, which means we then need to reformat again!

 

Please sort this out.  We are missing alot of key data because of this one thing, which must be very simple to fix.  Surely?!

DRemy1
Member

This is much needed, and candidly, I'm blown away that this is an issue for an enterprise-level platform.  



RFlint
Member

This is absolutely essential

MMoskowitz
Member

Please add this option! Thank you