How to enable Koalify Duplicate Cards in the right sidebar of HubSpot records

1. Open Record Customization Settings

Option A

• In your HubSpot account, navigate to any record (e.g., a Contact).

• Click Customize in the top right corner.

Option B

• In your HubSpot account, click the ⚙️ settings icon in the main navigation bar.
• Go to Objects and choose the object (Contact, Company, Deal, or Ticket) where you want the card to appear.
• Open the Record Customization tab.

2. Add the Koalify Duplicates Card

• Click Default view (or select a specific team view if you prefer)
• In the right sidebar section, click the ➕ Add card button.
• Open the Card Library and search for Koalify.
• Select Koalify Duplicates to add the Koalify card

3. Position the Koalify Duplicates Card

• New cards are added to the bottom of the sidebar by default. To make Koalify more visible, drag the card higher up in the list

What Happens Next?

Once enabled, the Koalify Duplicate Card will appear on the right-hand sidebar of your records. From there, you can:

• Review potential duplicates

• Compare records

• Merge duplicates in just a few clicks

This makes duplicate management faster and more efficient, directly within your workflow. Check out our knowledge base article on merging duplicates via the Koalify card