How to update or correct phone numbers in Unify

Phone numbers in Unify are primarily sourced from your CRM (Salesforce or HubSpot) and data enrichment. Currently, you cannot edit phone numbers directly within Unify, but there are several ways to update incorrect or outdated numbers.

Update phone numbers through your CRM

The most reliable way to correct phone numbers is to update them in your CRM system:

1. Go to your CRM (Salesforce or HubSpot)

2. Find the contact record

3. Update or remove the incorrect phone number

4. Unify will pick up the changes on the next sync based on your field mappings

For Chrome Extension enriched contacts

If a contact was enriched using the Chrome Extension and has an incorrect number:

1. Scroll to the bottom of the contact view

2. Click "create a new record"

3. Add the correct phone number information

Unify prioritizes data from Chrome Extension enrichment, so correcting it this way should update the existing record.

When phone numbers can't be updated in your CRM

If you encounter a phone number that doesn't exist in your CRM but appears in Unify (typically from data enrichment), contact Unify support. The support team can remove or may be able to update these numbers on your behalf since they cannot be edited directly.

Reporting incorrect phone numbers

If you discover incorrect phone numbers from data enrichment:

1. Compile the incorrect contact information in a Google Sheet

2. Share it with Unify support

3. The team will share this feedback with the data provider to improve future enrichment quality