Set up
Welcome to the Clean Dial Guide!
This walkthrough covers each action configuration, usage limits, and how to integrate phone number validation directly into your CRM.
Tip: Clean Dial formats and validates your number, but it won't overwrite anything on its own. To save the result, follow it with a "Edit record" under CRM actions, targeting the phone field you want to update.
Get Started
1. Create a new workflow
2. Choose a trigger to start it
3. Select the record type that contains phone numbers (e.g. Contacts).
4. Create a new action block and scroll to find the Clean Dial actions
5. You'll see the Format Phone Number and Validate Phone Number actions
Now head to the action to continue! (see side bar)