How to bulk merge HubSpot duplicates using Koalify workflow actions

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.
  
  • Leave the Primary ID to merge into (optional) blank. 

3. Enroll contacts, companies or deals in the workflow

Just like any HubSpot workflow, you control which records should be enrolled and merged:

1. 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. 🛠️
2. Set up triggers to define enrollment criteria, ensuring records are merged automatically. With this setup, ongoing deduplication runs on autopilot 🤖.