HubSpot
deduplication simplified
Koalify has over 700 active HubSpot Marketplace installs and excellent reviews.
Accurate and fast merges with Koalify CRM cards
Users can get instant duplicate suggestions for contacts and companies via the CRM cards. The Koalify cards facilitate merges that are over 3 times faster than the built-in merging process.
Automatic and bulk merges with Koalify workflow actions
Koalify enables you to merge contacts and companies in bulk via HubSpot workflows. Simply add the "Merge Duplicate" action. Enroll duplicates manually or set-up enrollment criteria to fully automate the deduplication process.
Create views, lists and reports of duplicates with Koalify properties
With Koalify you can create views, lists, reports and notifications in HubSpot for all your duplicates. Leverage these features to prioritize specific duplicates, identify recent duplicates or notify owners of duplicate records.
Set custom rules to identify duplicates in HubSpot
You can establish unique rules to identify duplicates within your HubSpot portal. Choose a combination of (custom) properties to highlight potential duplicates.
HubSpot Marketplace reviews
Since we've implemented it, our processes and our teams are running their business in a smoother way. The implementation is effortless, and it requires almost zero training for the team to start using it. Also, being able to build reports and lists based on duplication properties is a grateful help to monitor our data hygiene, and implement new processes.
Spot duplicates in my contact lists!