---
title: How to create Custom Merge Rules in HubSpot with Koalify
description: With Custom Merge Rules, you control how each property is handled when HubSpot duplicates are merged with Koalify
---

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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

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By default, HubSpot keeps the primary record’s property values during a merge. With Merge Rules in Koalify, you can choose 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](https://koalify.io/hs-fs/hubfs/Navigate%20to%20Koalify%20Setting%20%26%20Custom%20Merge%20Rules.png?width=670&height=341&name=Navigate%20to%20Koalify%20Setting%20%26%20Custom%20Merge%20Rules.png)**

### 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 |
| **Latest** | Keeps the latest property value of a date |
| **Earliest** | Keeps the earliest property value of a date |
| **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 value that matches the options you specify. Add multiple levels to set a priority order. Koalify works down the list and keeps the first value that matches. |
| **Is none of / Is not equal to** | Keeps the value that doesn't match the options you specify. Add multiple levels to set a priority order. Koalify works down the list and keeps the first value that qualifies. |
| **Sum** | Adds the values from both records and keeps the total |
| **Highest** | Keeps the highest value |
| **Lowest** | Keeps the lowest value |

![Merge rule for Lead Status V2](https://koalify.io/hs-fs/hubfs/Merge%20rule%20for%20Lead%20Status%20V2.png?width=670&height=497&name=Merge%20rule%20for%20Lead%20Status%20V2.png)

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