Koalify offers a workflow action to automatically or bulk merge contacts and companies.
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-based or Company-based, start with a Blank workflow and click Next
- Click on the ➕ plus icon to add a workflow action
- Select the Merge Duplicate Company/Contact action from the Connected apps and click Save
2. Configure the property to merge into
DEFAULT- By default, no configuration is needed. The Merge Duplicate Contact/Company action merges an enrolled contact or company into its Koalify Primary Duplicate ID.
You can set the Primary Duplicate ID in the App Settings.
- When the Koalify Primary Duplicate ID refers to itself, no action will be taken on the enrolled contact or company. To prevent this, enroll only duplicate records that have Koalify Is Primary Duplicate set to false.
- You can also merge into a different record by selecting another "Primary ID to merge into".
- Ensure this property is populated when enrolling a record in the workflow; otherwise, the system will default to merging into the Koalify Primary Duplicate ID.
- The property value of the custom "Primary ID to merge into" is retained after a merge. Therefore, consider adding an additional workflow action to clear this property after the merge.
3. Enroll contacts or companies in the workflow
DEFAULT
- You can also save the workflow without automatic enrollment triggers and choose to enroll contacts or companies manually.
OPTIONAL
- You can click Set up triggers to define automatic enrollment criteria for records to enroll in the workflow. We highly recommend employing very strict criteria to identify specific duplicates, as merging is currently irreversible.