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Set Custom Rules to identify HubSpot duplicates

Written by Jonas | November 29, 2023

When you install the Koalify plugin a set of default rules will help you find duplicates in HubSpot.
In addition to these rules you are also able to define custom rules.

This helps you in the following situations:

When your contact changed his email address and HubSpot creates a new contact record

People can change their email addresses but that doesn’t change who they are.

 

You are certain that a duplicate exist but it is nowhere to be found in the HubSpot duplicate management tool

The company registration number is exactly the same, it must be a duplicate no?

 

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