How to create a report of duplicates in HubSpot using the Koalify properties

Use the Koalify properties in HubSpot reports to gain better insight why and how HubSpot duplicates were created.

These duplicate reports help you identify the total number of duplicates, their sources, ownership details, and track the ongoing creation of duplicates over time.

Create a HubSpot report to identify the sources of duplicates.

  • Create single object report (Contact or Company)
  • Data - selected properties
    • Original Source or Original Source drill-down 1/2 or record source 
      • 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

Create a HubSpot report to identify the sources of duplicates

Create a HubSpot report to report on the number of duplicates over time

  • Create single object report (Contact or Company)
  • Data - selected properties
    • Create date
  • Filters
    • Koalify Number of Duplicates is greater than 0
    • Specific timeframe [OPTIONAL]
  • Visualization
    • Column Chart
    • Frequency: Weekly / Monthly

Create a HubSpot report to report on the number of duplicates over time

Create a HubSpot report to identify the owners of duplicates

  • Create single object report (Contact or Company)
  • 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"

Create a HubSpot report to identify the owners of duplicates - blurred

Create a HubSpot report to identify which properties are being used to identify duplicates

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

  • Create single object report (Contact or Company)
  • 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

Create a HubSpot report to identify which properties are being used to identify duplicates