How to create a report of duplicates in HubSpot using the Koalify properties

By using these properties in HubSpot reports, you can:

• See the total number of duplicates in your CRM
• Understand their sources (e.g. imports, integrations, or forms)
• Track duplicate creation trends over time
• Identify which owners have duplicate records
• Learn which HubSpot properties are most often used to detect duplicates

1. Create a HubSpot report to identify the sources of duplicates

• Create single object report (Contact, Company, Deal or Ticket)
• Data - selected properties
  • Original Source or Original Source Drill-Down 1 or 2 
    • Original Source Drill-Down 2 will help you identify which integrations are creating duplicates
• Filters
  • Create date is all time

• • Koalify Number of Duplicates is greater than 0
• Visualization
  • Bar chart
  • Display options - Sort by Count of Companies

2. Create a report to track duplicates over time

• Create single object report (Contact, Company, Deal or Ticket)
• Data - selected properties
  • Create date
• Filters
  
  • Koalify Number of Duplicates is greater than 0
  • Specific timeframe [OPTIONAL]
• Visualization
  • Column Chart
  • Frequency: Weekly / Monthly

3. Create a report to identify duplicate ownership

• Create single object report (Contact, Company, Deal or Ticket)
• Data - selected properties
  • Contact, Company or Deal Owner
• Filters
  
  • Create date is all time
  • Company owner is known
  • Koalify Number of Duplicates is greater than 0
• Visualization
  • Column Chart
  • Display Options - Sort by "Count of Companies"

4. Create a report to identify which properties detect duplicates

Koalify properties can show which HubSpot fields are used most to find duplicates

• Create single object report (Contact, Company or Deal)
• Data - selected properties
  • Koalify Duplicate Properties
• Filters
  • Create date is all time
  • Koalify Duplicate Properties is known
• Visualization
  • Bar chart
  • Display options - Sort by Count of Companies