How to create a view of duplicates in HubSpot

1. Edit columns

• Click Edit columns in the top right corner of the table.
• Click Remove All Columns to clear the current selection.
• Add the following Koalify properties:
  
  • Koalify Primary Duplicate ID
  • Koalify Number of Duplicates
  • Koalify Duplicate Rules
  • Koalify Duplicate Properties
  • Koalify is Primary Duplicate

2. Sort on Koalify Primary Duplicate ID

• All duplicates in the same group share the same Koalify Primary Duplicate ID
• Sorting by this property keeps duplicates grouped together for easier review

3. Apply a filter

• Click Advanced filters In the right panel:
• Set a filter on the "Koalify Number of Duplicates" is greater than 0

4. Save or clone the view

• To reuse the view, click Save (💾) or Clone above Edit columns

5. Use the view to review your duplicates

Use the saved view to validate duplicates before merging:

• Filter by a specific Koalify Duplicate Rule to check suggested matches

• Confirm that the primary records identified are correct

• Validate the data before running a bulk merge with Koalify workflow actions

💡 Pro tip: Sort by Koalify Number of Duplicates to uncover data inconsistencies, such as:

• Placeholder names (e.g., Test, Unknown, N/A)

• Invalid phone numbers across multiple records

For guidance on cleaning invalid data, check out:

• How to clean invalid company data in HubSpot
• How to clean invalid contact data in HubSpot

6. Example Views

• Create a view of duplicates that were created this month
• Create a view of duplicates for a specific owner