How to create notifications for duplicates in HubSpot

These workflows use custom properties that are created automatically by Koalify.

1. Create a New Workflow

• In HubSpot, go to Automations > Workflows
• Click Create workflow from scratch

2. Set Enrollment Criteria

• Select Met Filter Criteria as enrollment triggers
• Choose Contact, Company, Deal, Ticket or Custom Object
• Add the filters (replace Company with your chosen object as needed)
  
  • 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

Choose how you want to alert users when duplicates appear:

1. Add an Action to the workflow.

2. Under Communications, select one of the following:

   • Send internal email notification

   • Send in-app notification

   • Send Slack notification