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
- Click "Create Rule"
- Add a name of the rule you want to create
- Click "Add Filter" to add criteria for identifying duplicates
- Select a property that you would like to use in your rules
- The following match 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, even if one or both properties are unknown.
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- contains exactly
- The selected properties of record A and record B must contain a specific value.
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- 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
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- is unknown
- the selected property of record & A and record B are both unkown
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- is any of
- The selected properties of record A and record B are equal to specific values.
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- is none of
- The selected properties of record A and record B are not equal to specific values.
- Click "Test Rule" to estimate the number of duplicates first
- Click "Save Rule" 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
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