Koalify offers a workflow action to bulk merge contacts and companies easily.
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. Add the Koalify "Merge Duplicate Company / Contact" action
- In the Actions tab, search for “Koalify” to find Koalify-specific workflow actions.
- Add the Koalify workflow action to your workflow. This action will merge secondary duplicates into the 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.
- [OPTIONAL] You can also merge into a different contact/company by selecting another "Primary ID to merge into".
3. Enroll contacts or companies in the workflow
- 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 applying strict "Koalify Duplicate Rules" within your Enrollment Triggers to ensure only these duplicates are automatically merged. Otherwise, you might accidentally enroll duplicates while testing different duplicate rules.
Please note that merging duplicates is currently irreversible.
Please note that processing bulk merges may take several minutes to complete.