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 Company/Contact action from the Connected apps and click Save

Select the Merge Duplicate Companies action from the Connected apps

2. Configure the property to merge into

DEFAULT
OPTIONAL
  • 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.

Configure the property to merge into

3. Enroll contacts or companies in the workflow


DEFAULT

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.