Easily merge duplicates in HubSpot on the contact, company and deal pages by enabled the Koalify cards.
1. Navigate to the "Record Customization" tab
- In your HubSpot account, click the ⚙️ settings icon in the main navigation bar.
- In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the right sidebar.
- Choose the "Record Customization" tab
2. Edit the "Default view" (or a dedicated team view)
- Click the Default view.
- Click Add cards just above the right sidebar cards.
- Click on Apps
- Select "Contact / Company / Deal Duplicates" to enable the Koalify card.
- By default, new cards are added to the bottom of the list. To ensure the Koalify card is easily visible, drag the card to a higher position in the list.
Learn how to use these cards enable easy merging on contact and company pages.