Koalify offers a workflow action to bulk merge contacts, companies and deals automatically.
1. Create a new workflow
- In your HubSpot account, click the Automations > Workflows in the main navigation bar.
- Click Create workflow and select the option From scratch
- Choose Contact/Company/Deal-based, start with a Blank workflow and click Next
2. Add the "Merge Duplicate Company/Contact/Deal" action
- Click on the ➕ plus icon to add a workflow action
- Search for "Koalify" to find our workflow action
- Select the Merge Duplicate Company/Contact/Deal action and click Save
This action will merge non-primary duplicates into its Koalify Primary Duplicate ID.
You can configure the Koalify Primary Duplicate ID in the App Settings.
3. Enroll contacts, companies or deals in the workflow
Just like any HubSpot workflow, you control which records should be enrolled and merged:
- Manually enroll in the workflow for more control. This approach is useful for initial bulk merges, allowing you to review and merge records at your own pace. 🛠️
- Set up triggers to define enrollment criteria, ensuring records are merged automatically. With this setup, ongoing deduplication runs on autopilot 🤖.
We strongly recommend using our Koalify duplicate rules as enrollement triggers:
Koalify Duplicate Rules is any of First Name, Last Name & Company or First Name, Last Name & (Mobile) PhoneandKoalify is Primary Duplicate is equal to False
Before running any merges, you can easily validate how duplicates will be handled by creating a filtered view of duplicate contacts, companies, or deals. This lets you review which records would be merged and which would be kept as primary.
To prevent unintended merges, use strict Koalify Duplicate Rules in when enrolling duplicates. Learn more about combining bulk and manual merges in this article.
Please note that merges are currently irreversible for any HubSpot merge.
Please note that processing bulk merges may take several minutes to complete.