How to create custom rules to identify HubSpot duplicates

Koalify gives you the power to set custom rules for identifying duplicates within HubSpot!💪

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
  • Locate "Koalify - Deduplication", Click the Actions, Go to settings
  • Click Configure next to Duplicate Rules.
  • In the right panel, click Default view to update the standard view for all HubSpot users

2. Create Rule

  • Navigate to the Contact or Companies tab
  • Add a name of the rule you want to create
  • Add properties
  • Click Run to estimate the number of duplicates first
  • Click Save to publish your new duplicate rule to your account
  • After saving the rule, you can keep track of its status and access the following options:
    • Draft
    • Searching duplicates
    • Updating Koalify Properties
    • Active

koalify set duplicate rules