1. Koalify Knowledge Base
  2. Duplicate & primary rules

How to create Custom Merge Rules in HubSpot with Koalify

With Custom Merge Rulese you define how each property is handled during a merge with Koalify.

When you deduplicate records in HubSpot, a secondary record is merged into a primary record. By default, the primary record’s property values are retained. With Koalify’s Merge Rules, you can customize how this data is handled during the merge process:

1. Navigate to the Koalify app settings page

  • In your HubSpot account, click the ⚙️ settings icon in the main navigation bar.
  • In the left sidebar, go to Integrations > Connected Apps.
  • Find "Koalify", Click the Actions, Go to settings
  • In the Merge Rules section, click Edit Merge Rules.

Edit Merge Rules for Koalify

2. Create new Merge Rule

  • Navigate to the Contact, Companies or Deals tab
  • Click "Create Rule"
  • Select a property
    • Select a property you want to customize during merges.
    • Choose a match criterion based on how you want the data to be handled.
      Available options may vary depending on the property type:
Match Criteria Description

Append

Appends all values for multi-select properties.

First updated

Keeps the property value that was updated first.

Last updated

Keeps the property value that was updated most recently.

Is known

Retains the value if one is known and the other is empty.

Is unknown

Keeps the unknown value if the other is populated.

Contains exactly

Retains the value that contains the specified text.

Does not contain exactly

Excludes values containing the specified text.

Is any of / Is equal to

Retains the selected values.

Is none of / Is not equal to

Retains values that are not selected.


Koalify Merge Rule Appends all values for multi-select properties.