How to automatically merge HubSpot duplicates using Koalify workflow actions

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 action from the Connected apps and click Save

2. Expecated behaviour of the workflow action

  • The Merge Duplicate action will merge an enrolled contact or company into its Koalify Main Duplicate.
    • When the Koalify Main Duplicate refers to itself, it won't trigger any action.

3. Enroll contacts or companies in the workflow

  • 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.
  • You can also save the workflow without automatic enrollment triggers and choose to enroll contacts or companies manually.