--- title: When to Merge HubSpot Duplicates in Bulk versus Manually description: Learn how to efficiently manage duplicates in HubSpot by combining bulk and manual merging techniques. Achieve zero duplicates with strict rules and automated workflows. image: https://koalify.io/hubfs/Merge%20Strict%20HubSpot%20duplicate%20Automatically%20With%20Koalify.png --- [Skip to content](https://koalify.io/blog/when-to-merge-hubspot-duplicates-in-bulk-versus-manually#main-content) [![rectangle\_long\_koala\_with\_name\_bold\_200\_125\_white](https://koalify.io/hubfs/rectangle_long_koala_with_name_bold_200_125_white.png)](https://koalify.io) - Products Show submenu for Products - [Deduplication](https://koalify.io) - [Email Validation](https://koalify.io/hubspot-email-validation) - Pricing Show submenu for Pricing - [Deduplication](https://koalify.io/pricing) - [Email Validation](https://koalify.io/hubspot-email-validation-pricing-koalify) - [Partners](https://koalify.io/partners) - [Blog](https://koalify.io/blog) - Knowledge base Show submenu for Knowledge base - [Deduplication](https://koalify.io/knowledge-base) - [Email Validation](https://koalify.io/email-validation-knowledge-base) - Products Show submenu for Products - [Deduplication](https://koalify.io) - [Email Validation](https://koalify.io/hubspot-email-validation) - Pricing Show submenu for Pricing - [Deduplication](https://koalify.io/pricing) - [Email Validation](https://koalify.io/hubspot-email-validation-pricing-koalify) - [Partners](https://koalify.io/partners) - [Blog](https://koalify.io/blog) - Knowledge base Show submenu for Knowledge base - [Deduplication](https://koalify.io/knowledge-base) - [Email Validation](https://koalify.io/email-validation-knowledge-base) ![menu-toggle](https://21645388.fs1.hubspotusercontent-na1.net/hubfs/21645388/menu-toggle.svg) ![menu-close](https://21645388.fs1.hubspotusercontent-na1.net/hubfs/21645388/menu-close.svg) [Get Started Free](https://api.koalify.io/hubspot/install?utm_source=koalify&utm_medium=website&utm_campaign=navigation) [HubSpot Data Quality](https://koalify.io/blog/tag/hubspot-data-quality) # When to Merge HubSpot Duplicates in Bulk versus Manually [By \- Jonas,](https://koalify.io/blog/author/jonas) Aug 06, 2024 ![ Featured Image](https://koalify.io/hs-fs/hubfs/Merge%20Strict%20HubSpot%20duplicate%20Automatically%20With%20Koalify.png?width=695&height=783&name=Merge%20Strict%20HubSpot%20duplicate%20Automatically%20With%20Koalify.png) Merging HubSpot duplicates can be a daunting task, especially for users with hundreds or even thousands of duplicates. To get to [zero duplicates in HubSpot](https://koalify.io/hubspot-revenue-operations-blog/the-ultimate-guide-to-achieving-zero-duplicates-in-hubspot), you’ll want to combine [bulk merging](https://koalify.io/knowledge-base/how-to-bulk-merge-hubspot-duplicates-using-koalify-workflow-actions) with manual merges. This guide will help you decide when to merge in bulk and when to handle duplicates manually. ### Bulk merging for strict duplicates ##### How to set strict rules for accurate bulk merging We recommend using bulk or automatic merging for certain duplicates. This approach works best when you can clearly identify duplicates based on strict duplicate rules. Here are some examples: Contacts - First Name, Last Name, and (Mobile) Phone Number match. - First Name, Last Name, and Company Name match. - First Name, Last Name, and (IP) City match. Companies - Company Name and Phone Number match. - Company Name and Street Address match. ![Strict HubSpot Duplicate Contact Rule With Koalify PNG](https://koalify.io/hs-fs/hubfs/Strict%20HubSpot%20Duplicate%20Contact%20Rule%20With%20Koalify%20PNG.png?width=600&height=437&name=Strict%20HubSpot%20Duplicate%20Contact%20Rule%20With%20Koalify%20PNG.png) ##### How to automate accurate bulk merges Use these strict duplicate criteria as enrollment triggers in your workflows. This way, duplicates will be automatically merged as soon as they are identified. ![Merge Strict HubSpot duplicate Automatically With Koalify](https://koalify.io/hs-fs/hubfs/Merge%20Strict%20HubSpot%20duplicate%20Automatically%20With%20Koalify.png?width=500&height=563&name=Merge%20Strict%20HubSpot%20duplicate%20Automatically%20With%20Koalify.png) ### Manual Review for Uncertain Duplicates ##### How to set broader rules to identify potential duplicates Not all duplicates can be identified with certainty and therefore merged automatically. Some will require manual review to ensure accuracy. These can be managed by users who regularly interact with duplicate cards. Consider the following rules for manual merging: Contacts - First Name and Last Name match. - (Mobile) Phone Number match. Companies - Company Name match. - Phone Number match. ![Broad HubSpot Duplicate Contact Rule with Koalify](https://koalify.io/hs-fs/hubfs/Broad%20HubSpot%20Duplicate%20Contact%20Rule%20with%20Koalify.png?width=600&height=405&name=Broad%20HubSpot%20Duplicate%20Contact%20Rule%20with%20Koalify.png) ##### How to merge potential duplicates manually Use these broarder duplicate criteria to identify potential duplicates. This way, duplicates will be manually merged as soon as they are identified.   ![Broard HubSpot Duplicate Contact Merge Using Koalify Duplicate Cards](https://koalify.io/hs-fs/hubfs/Broard%20HubSpot%20Duplicate%20Contact%20Merge%20Using%20Koalify%20Duplicate%20Cards.png?width=400&height=363&name=Broard%20HubSpot%20Duplicate%20Contact%20Merge%20Using%20Koalify%20Duplicate%20Cards.png) By following these guidelines, you can efficiently manage your duplicates and [achieve zero duplicates in HubSpot](https://koalify.io/hubspot-revenue-operations-blog/the-ultimate-guide-to-achieving-zero-duplicates-in-hubspot). Happy merging! ###### Category - [HubSpot Data Quality](https://koalify.io/blog/tag/hubspot-data-quality) - [HubSpot Revenue Operations](https://koalify.io/blog/tag/hubspot-revenue-operations) - [HubSpot Integration Duplicates](https://koalify.io/blog/tag/hubspot-integration-duplicates) - [HubSpot Email Validation](https://koalify.io/blog/tag/hubspot-email-validation) - [HubSpot Associations](https://koalify.io/blog/tag/hubspot-associations) - [HubSpot Deduplication](https://koalify.io/blog/tag/hubspot-deduplication) ###### Popular Post - [HubSpot best practices for contacts that leave a company](https://koalify.io/blog/hubspot-best-practices-for-contacts-that-leave-a-company) - [How to Bulk Merge HubSpot Duplicates: Contacts, Companies, Deals and More](https://koalify.io/blog/how-to-bulk-merge-hubspot-duplicates-contacts-companies-more) - [How to Merge Companies in HubSpot (Safely, Manually or in Bulk)](https://koalify.io/blog/how-to-merge-companies-in-hubspot-manual-or-in-bulk) - [HubSpot Deduplication: How to Find, Manage, and Remove Duplicates in HubSpot](https://koalify.io/blog/hubspot-deduplication-the-ultimate-guide-to-zero-duplicates-in-hubspot) - [How to Merge Duplicate Contacts in HubSpot Without Losing Data](https://koalify.io/blog/how-to-merge-contacts-in-hubspot-manual-or-in-bulk) ### Similar Blogs ![How to Merge Duplicate Services Records in HubSpot](https://koalify.io/hs-fs/hubfs/How%20to%20Bulk%20Merge%20HubSpot%20Services%20Duplicates%20with%20the%20Koalify%20Workflow%20Action.jpg?width=352&name=How%20to%20Bulk%20Merge%20HubSpot%20Services%20Duplicates%20with%20the%20Koalify%20Workflow%20Action.jpg) #### [How to Merge Duplicate Services Records in HubSpot](https://koalify.io/blog/how-to-merge-duplicate-services-records-in-hubspot) By [Jonas](https://koalify.io/blog/author/jonas) 21 April 2026 Duplicate contacts send the same email twice. Duplicate Services records do something quieter. [READ MORE](https://koalify.io/blog/how-to-merge-duplicate-services-records-in-hubspot) #### [How to find duplicate property values in HubSpot](https://koalify.io/blog/how-to-identify-inaccurate-duplicate-property-values-in-hubspot) By [Jonas](https://koalify.io/blog/author/jonas) 10 February 2024 You can discover duplicate property values in your HubSpot instance with custom reports. Duplicate... [READ MORE](https://koalify.io/blog/how-to-identify-inaccurate-duplicate-property-values-in-hubspot) ![How to Merge Duplicate Projects Records in HubSpot](https://koalify.io/hs-fs/hubfs/How%20to%20Bulk%20Merge%20HubSpot%20Projects%20Duplicates%20with%20the%20Koalify%20Workflow%20Action.jpg?width=352&name=How%20to%20Bulk%20Merge%20HubSpot%20Projects%20Duplicates%20with%20the%20Koalify%20Workflow%20Action.jpg) #### [How to Merge Duplicate Projects Records in HubSpot](https://koalify.io/blog/how-to-merge-duplicate-projects-records-in-hubspot) By [Jonas](https://koalify.io/blog/author/jonas) 21 April 2026 Professional services teams use the Projects object to keep delivery separate from deals and... 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