How to create Duplicate Rules to identify HubSpot dupes with Koalify

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 menu, navigate to Integrations, Connected Apps
• Find "Koalify", Click the Actions, Go to settings
• Open the "General settings" tab
• Click "Edit Duplicate Rules" in the Duplicate Rules section.

2. Create and activate a Koalify Duplicate Rule

• Navigate to the Contact, Companies, Deals or Tickets tab
• Click Create Rule
• Enter a name for your rule
• Click Add Filter to define criteria for identifying duplicates
  
  • Select a property that you would like to use in your rules
  • The following filter criteria are available:
    • matches property
      • The selected property of record A matches the selected property of record B
    • matches property (or unknown)
      • The selected property of record A matches the selected property of record B, or one or both properties are unknown

• • • contains exactly
      • The selected properties of record A and record B must contain a specific value.

• • • does not contains exactly
      • The selected properties of record A and record B must not contain a specific value.
    • is known
      • the selected property of record & A and record B are both known

• • • is unknown
      • the selected property of record & A and record B are both unkown

• • • is any of
      • The selected properties of record A and record B are equal to specific values.

• • • is none of
      • The selected properties of record A and record B are not equal to specific values.

• Click Save to create your new duplicate rule
  
  • You can create and edit multiple rules before activating them
• Activate a rule to apply the rule to your records
  • Duplicates will be marked using Koalify duplicate properties
  • The duplicate suggestions in the CRM cards will be updated

3. Edit a Koalify Duplicate Rule

• Click on an the name of an existing duplicate rule you want to edit
• Update the Rule Name if needed
• Click Add Filter to add new criteria for identifying duplicates
• Click an existing filter to update or remove it.

4. Delete a Koalify Duplicate Rule

• Click on an the name of a duplicate rule you want to delete
• Click "Delete" next to "Deactivate" and "Save"