Koalify has over 2,000 installs and excellent reviews in the HubSpot Marketplace

20250213 5 star V2

Bulk merge deals with Koalify workflow actions

Merge contacts, companies & deals in bulk directly within HubSpot workflows. Simply add the "Merge Duplicate" action. Manually enroll duplicates or set enrollment criteria for a fully automated deduplication process.

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5. export - merge in bulk - dark
4. export - merge manually - dark

Accurate and fast deal merges with Koalify cards

Get instant duplicate suggestions on contact, company & deal pages with Koalify CRM cards. Enable all users to merge duplicates 3 times faster .

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Set custom rules to identify duplicate deals in HubSpot

Define Koalify duplicate rules to detect duplicates in your HubSpot portal. Choose a combination of any property to flag potential matches.

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1. export - duplicate rules - dark
3. export - overview - dark

Create reports, views and lists of duplicate HubSpot deals

Use Koalify properties to generate views, lists, reports, and notifications for your duplicates. Identify root causes, track recent duplicates, and notify record owners effortlessly.

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Built for HubSpot.
Certified by HubSpot.

Koalify is built exclusively for HubSpot and HubSpot only.
Use directly within HubSpot, no extra login needed.

 

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