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How to create notifications for duplicates in HubSpot

Stay on top of new duplicates by setting up notifications for record owners or a specific user in your HubSpot account.

Note that these workflows leverage custom properties that are created by Koalify.

1. Create a New Workflow

  • In your HubSpot account, go to Automations - Workflows.
  • Select Create a new Workflow from scratch.
  • Choose Contact, Company, Deal or Ticket depending on your needs.

2. Set Up Enrollment Criteria

    • Define the trigger criteria as follows:
      • Company property → Koalify Number of Duplicates is greater than 0
      • AND
      • Company property → Create date is less than 1 day ago

3. Add a Notification Action

  • Configure a notification to alert a user or team
    • In Communications select one of the following actions
      • Send internal email notification / Send in-app notification / Send Slack notification

How to set a notifications for new duplicates in HubSpot action-1