How to create notifications for duplicates in HubSpot

To stay on top of duplicates entering your HubSpot instance, you can configure notifications for owners of the duplicates or a specific user.

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-based or Company-based 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