When to Merge Companies vs Associate Them in HubSpot
One of the most common HubSpot data questions is also one of the most important:
Should these...
KOALIFY BLOG
HubSpot Data Quality & Deduplication Blog
Practical guides, best practices, and tutorials on HubSpot deduplication, duplicate management, bulk merging, and CRM data quality. Learn how to find, manage, and remove duplicates in HubSpot across contacts, companies, deals, and more.
How to Back Up Your HubSpot Data Before Merging Records
Merging records in HubSpot is one of the fastest ways to improve data quality. It reduces...
How to Create Sibling Company Associations in HubSpot
HubSpot users often model company hierarchies with parent-child relationships. That works well when...
How Fathom AI Merged 13,000 Duplicate Companies in HubSpot in 3 Hours
When CRM data gets messy, teams usually learn to live with it.
That’s what was happening at Fathom...
How to Automate Parent–Child Company Associations in HubSpot
How to Automate Parent–Child Company Associations in HubSpot
You have 50 franchise locations in...
How to Merge Duplicate Deals in HubSpot Without Duplicating Line Items
Cleaning up duplicate deals in HubSpot is an important step toward accurate reporting and reliable...
How to Merge in HubSpot Using Filter Criteria That Apply Only to the Primary Record with Koalify
When working with contact deduplication in HubSpot, one of the most common challenges RevOps teams...
How to Automatically Associate Contacts to Companies Using Fuzzy Matching in HubSpot
Getting contacts associated with the right company in HubSpot sounds simple, but in practice, it...
How to include associated record data in HubSpot duplicate detection (with Koalify)
When identifying duplicates in HubSpot, detection typically relies on properties that live directly...
How to avoid merging contacts that are still enrolled in HubSpot workflows
Keeping your CRM clean is key to running effective marketing, sales, and service teams. But when it...