With the Hublead integration enabled, you can easily import LinkedIn contacts and sync LinkedIn conversations to HubSpot. You can use this data to quickly identify and merge duplicate records with Koalify.
Here's how:
Once Hublead is integrated, the following custom properties will be added to your HubSpot portal:
Koalify makes it easy to detect duplicates in HubSpot using these custom properties.
These are useful Koalify duplicate rules that include the Hublead custom properties:
You can easily merge duplicates manually using Koalify’s CRM cards.
To review duplicates, create a view with the following advanced filters:
Set the following advanced filters:
When viewing a contact page with a potential duplicate, you can easily merge or reject the suggestion using the action button. The properties used to identify the duplicate, such as LinkedIn URLs in this case, are highlighted for clarity.
If you'd rather merge duplicates automatically, you can use Koalify’s workflow action.
Set the following enrollment criteria:
Then, add the Koalify Workflow Action: "Merge Duplicate Contact"
I hope this helps you easily manage duplicates in HubSpot with Koalify and Hublead!