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How to merge HubSpot duplicates using the Koalify Duplicate Cards

Koalify Duplicate Cards let you spot, review, and merge duplicate records directly on HubSpot record pages


Before you begin, make sure that Koalify duplicate cards are displayed in your account

Merge a Contact, Company, Deal or Tickets

  • In the duplicate card, click Actions
  • Select Merge in current company/contact/deal/ticket
    • The record you’re currently viewing will be treated as the primary record
    • The suggested duplicate in the card will be merged into this primary record

Reject duplicate

  • In the duplicate card, click Actions
  • Select Reject duplicate
    • The record you’re viewing and the suggested duplicate will no longer be flagged as duplicates in Koalify