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Same phone number, different formats: why HubSpot does not flag those duplicates

A client wanted every pair of contacts sharing a phone number, one with a real email and one with a placeholder. The formats did not match, so nothing lined up.

Subscription
All tiers; phone validation rules on properties
Permissions
Property edit access to set validation
Time
6 min · Intermediate
Last verified

Short answer

HubSpot automatically deduplicates contacts by email and companies by domain, not by phone. So (555) 123-4567 and +15551234567 sit on two records without any flag. Export the numbers, normalize them to digits with a country code, and group. To keep new values consistent, turn on Validate phone numbers for this property. HubSpot saves validated numbers unformatted (+18884827768) and displays them formatted, but existing values are not reformatted, and the default country code only applies to imports. In my demo, the Data Quality formatting tool covers names, emails, and locations, not phone numbers.

1. Why phone duplicates hide

HubSpot deduplicates contacts on email and companies on domain. Phone numbers are not part of that. A client asked me to find contacts that shared a phone number, where one record had a real email and the other a placeholder from another tool. The same number was stored with dashes on one record, parentheses on another, and a country code on a third.

2. Normalize, then group

  1. Export Record ID, email, Phone number, and Mobile phone number.
  2. Reduce each number to digits and add the country code.
  3. Group by the result. Every group with two or more records is a candidate.
  4. Review each group by name and email before any merge.

Phone alone should not authorize a merge. Households and shared office lines are real. The detailed case is in duplicates from call tracking.

3. What Data Quality covers

In my demo, the Data Quality overview shows duplicate and formatting issue counts. The formatting issues it lists are name, email, and location issues.

Data Quality overview with Duplicate issues and Formatting issues counts
Duplicate issues (1) and Formatting issues (2).
Formatting automation rules panel listing Capitalization, Combined fields, and Spacing and punctuation
The automation rules (1) cover name style issues, not phone numbers.

4. Prevent it going forward

On a phone number property's Rules tab, turn on Validate phone numbers for this property and optionally set a default country code. HubSpot's notes: validated numbers are saved without formatting and displayed in the regional format, existing values are not retroactively formatted, and the default country code currently only applies to imports.

Sources

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Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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