Installation

This guide walks you through installing Phone Number Formatter in your HubSpot portal.

Prerequisites

• An active HubSpot account with workflow access (Professional or Enterprise)
• Permission to install apps and manage workflows in your portal
• An OpsAgent account with an organization set up

Installation Steps

1. Start Installation

Navigate to the Phone Number Formatter app page in OpsAgent and click Install App.

2. Select Your Portal

If you have multiple HubSpot portals connected, choose the one where you want to install Phone Number Formatter.

3. Authorize Permissions

HubSpot will ask you to authorize the following permissions:

• Workflows - required so the app can register the Format Phone Number workflow action in your portal

Review the permissions and click Connect app.

4. Configure Settings

After authorization you'll be redirected to the Phone Number Formatter settings page. Configure:

• Default Country Code - the country code to apply when a number doesn't already have one (defaults to +49 for Germany)
• Remove Leading Zero - whether to strip the leading zero common in European local numbers before adding the country code (defaults to on)

See the Settings Reference for details on each option.

5. Verify Installation

Check that:

1. The app appears in your OpsAgent dashboard under installed apps
2. The Format Phone Number action appears when editing a HubSpot workflow (under the app's name in the action picker)
3. You can select a phone number property and a country when configuring the action

Troubleshooting

Authorization Failed

Make sure you have admin or super-admin permissions in your HubSpot portal. Standard users may not be able to authorize app connections.

Workflow Actions Not Appearing

After installation, it can take a few minutes for HubSpot to register new workflow actions. Try refreshing the workflow editor. If they still don't appear, verify the app is active in your OpsAgent dashboard.