---
title: How to create Duplicate Rules to identify HubSpot dupes with Koalify
description: Define custom criteria to spot duplicate contacts, companies, deals, and tickets in HubSpot!
---

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# How to create Duplicate Rules to identify HubSpot dupes with Koalify

## Mark duplicates in HubSpot with custom Koalify rules for contacts, companies, deals, tickets, and custom objects

<iframe data-hsv-src="https://play-eu1.hubspotvideo.com/v/143469351/id/281781786814" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="281781786814" data-hsv-style="" data-hsv-width="3840" data-hsv-height="2160" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### 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.

![Navigate to the Koalify app settings page to create Koalify Duplicate Rules](https://koalify.io/hs-fs/hubfs/Navigate%20to%20the%20Koalify%20app%20settings%20page%20to%20create%20Koalify%20Duplicate%20Rules.png?width=670&height=344&name=Navigate%20to%20the%20Koalify%20app%20settings%20page%20to%20create%20Koalify%20Duplicate%20Rules.png)

### 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](https://koalify.io/knowledge-base/koalify-custom-properties-in-hubspot?hsLang=en)
    - The [duplicate suggestions in the CRM cards](https://koalify.io/knowledge-base/how-to-merge-hubspot-duplicates-using-the-koalify-duplicate-cards?hsLang=en) will be updated

![Create a Koalify duplicate rule to mark duplicates in HubSpot](https://koalify.io/hs-fs/hubfs/Create%20a%20Koalify%20duplicate%20rule%20to%20mark%20duplicates%20in%20HubSpot.png?width=670&height=437&name=Create%20a%20Koalify%20duplicate%20rule%20to%20mark%20duplicates%20in%20HubSpot.png)

### 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.

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### 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"

<iframe data-hsv-src="https://play-eu1.hubspotvideo.com/v/143469351/id/281781696710" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="281781696710" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

 

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- [Koalify settings](https://koalify.io/knowledge-base/koalify-settings?hsLang=en)
- [Duplicate overview](https://koalify.io/knowledge-base/duplicate-overview?hsLang=en)
- [Duplicate cards](https://koalify.io/knowledge-base/duplicate-cards?hsLang=en)
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