How to create a report of duplicates in HubSpot

Use HubSpot reports to detect duplicate values in your instance. beyond spotting duplicate records, you can also identify groups of related companies.

Report on the number of duplicates over time

Create the following report to find duplicates for any contact or company property

  • Create single object contact or company report
  • Data - selected properties
    • Create date
  • Filters
    • Koalify Number of Duplicates is greater than 0
  • Visualization
    • Column Chart
    • Frequency: Weekly / Monthly

 

Report on the number of duplicates per owner

Create the following report to find duplicates for any contact or company property

  • Create single object contact or company report
  • Data - selected properties
    • Contact or Company Owner
  • Filters
    • Create date is all time
    • Company owner is known
    • Koalify Number of Duplicates is greater than 0
  • Visualization
    • Column Chart
    • Display Options - Sort by "Count of Companies"

Pinpoint the owner of your HubSpot duplicates by leveraging Koalify properties within your HubSpot reports.

 

Report on the source of duplicates 

  • Create single object company report
  • Data - selected properties
    • Original Source or Original Source drill-down 1 or 2 
      • Original Source drill-down 2 will help you identify which integrations are creating duplicates
  • Filters
    • Create date is all time
    • Original Source is known
    • Koalify Number of Duplicates is greater than 0
  • Visualization
    • Bar chart
    • Display options - Sort by Count of Companies

 

Pinpoint the source of your HubSpot duplicates by leveraging Koalify properties within your HubSpot reports.

 

Discover the HubSpot properties with the most duplicate records using Koalify properties

The Koalify properties enable you to understand which HubSpot properties are mainly used to identify duplicates.

  • Create single object company report
  • Data - selected properties
    • Koalify Duplicate Properties
  • Filters
    • Create date is all time
    • Koalify Duplicate Properties is known
  • Visualization
    • Bar chart
    • Display options - Sort by Count of Companies

 

Discover the HubSpot properties with most duplicate values using Koalify properties