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
• 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 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.

• • • 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"