When you initially install Koalify we suggest default rules to identify duplicates. These can be changed in you Koalify app settings.
By default the Koalify plugin is suggesting a version of the following rules that are most relevant for you HubSpot account. You can customize these rules in your Koalify app settings.
Contacts
- Email → exact match
- First name & last name → exact match
- Mobile phone number → exact match
- LinkedIn URL → exact match
Companies
- Company domain name → exact match
- Company name → exact match
- Common company structure abbreviations such as “ltd”, “inc”, “org”, “nv”, “bv” and others are neglected
- Phone number → exact match
- LinkedIn Company Page - exact match
