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How to create Custom Merge Rules in HubSpot with Koalify

With Custom Merge Rules, you control how each property is handled when HubSpot duplicates are merged with Koalify

HubSpot generally keeps the primary record’s property values during a merge. With Koalify’s Merge Rules, you can decide whether to keep, overwrite, or combine property values

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.

Navigate to Koalify Setting & Custom Merge Rules

2. Create new Merge Rule

  • Navigate to the Contact, Companies, Deals or Tickets tab
  • Click Create Rule
  • Choose the property you want to customize
    • Some properties (such as analytics or calculated fields) are read-only and won’t appear in Merge Rules
  • Select how the property should be handled during merge

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

Keeps the values that match the specified options

Is none of / Is not equal to

Keeps the values that don’t match the specified options

 Sum

 Adds the values from both records and keeps the total

Merge Rules Append Values