How to create Duplicate Rules to identify HubSpot dupes with Koalify

Define custom criteria to spot duplicate contacts, companies, deals, and tickets in 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
• Find "Koalify", Click the Actions, Go to settings
• Click "Edit Duplicate Rules" in the Duplicate Rules section.

2. Create duplicate rule

• Navigate to the Contact, Companies, Deals or Tickets 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.

• • • 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 "Test Rule" to estimate the number of duplicates
• Click "Save Rule" to publish your new duplicate rule to your account
  • The duplicate suggestions in the CRM cards will be updated
  • The Koalify duplicate properties will be updated
• After saving the rule, you can keep track of its status and access the following options:
  
  • Draft
  • Searching duplicates
  • Updating Koalify Properties
  • Active

3. Edit an existing duplicate rule

• Click on an the name of an existing duplicate rule you want to edit
• Edit the name of the rule you want to chance
• Click "Add Filter" to add criteria for identifying duplicates
• Click on an existing filter to update or remove that filter

4. Delete an existing duplicate rule

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