---
title: How to get started with the Koalify deduplication plugin for HubSpot
description: Once Koalify is installed in your HubSpot portal, you can quickly start identifying and merging duplicates
---

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2. [Getting Started](https://koalify.io/knowledge-base/getting-started?hsLang=en)

# How to get started with the Koalify deduplication plugin for HubSpot

## Once Koalify is installed in your HubSpot portal, you can quickly start identifying and merging duplicates

Watch this 2-minute intro video to see how Koalify integrates with HubSpot and streamlines duplicate management

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Follow these steps to start identifying and merging duplicates effectively:

 

**1. Identifying Duplicates with Koalify Rules**

- [Create or update rules to accurately flag duplicates in HubSpot](https://koalify.io/knowledge-base/how-to-create-custom-rules-to-identify-hubspot-duplicates?hsLang=en)

**2. Create an Overview of all Duplicates** 

- Set up [a saved view of your HubSpot duplicates](https://koalify.io/knowledge-base/how-to-create-a-view-of-duplicates-in-hubspot?hsLang=en)
- Build a [report to track and analyze your HubSpot duplicates](https://koalify.io/hubspot-revenue-operations-blog/create-reports-of-duplicate-hubspot-records-companies-contacts?hsLang=en)

**3. Easier and Faster Merges with Koalify Duplicate Cards**

- [Enable Koalify duplicate cards in the right-hand sidebar](https://koalify.io/knowledge-base/how-to-enable-the-koalify-duplicate-cards-in-right-hand-sidebar-of-hubspot?hsLang=en)
- [Merge on record pages with the Koalify duplicate cards](https://koalify.io/knowledge-base/how-to-merge-hubspot-duplicates-using-the-koalify-duplicate-cards?hsLang=en)

**4. Bulk or Automatic Merges with Koalify Workflow Actions**

- [Bulk merge HubSpot duplicates using Koalify workflow actions](https://koalify.io/knowledge-base/how-to-automatically-merge-hubspot-duplicates-using-koalify-workflow-actions?hsLang=en)

**5. Review and undo merges**

Every merge Koalify makes is logged in HubSpot, so you can always see what was merged and reverse it if needed.

- [View and filter every merge with the Koalify Merge object](https://koalify.io/knowledge-base/how-to-view-and-filter-koalify-merges-in-hubspot-using-the-koalify-merge-object?hsLang=en)
- [Unmerge an incorrectly merged record](https://koalify.io/knowledge-base/how-to-unmerge-an-incorrectly-merged-record-in-hubspot-with-koalify?hsLang=en)
- [Bulk unmerge records merged by mistake](https://koalify.io/knowledge-base/how-to-bulk-unmerge-incorrectly-merged-records-in-hubspot-with-koalify?hsLang=en)

- [Getting Started](https://koalify.io/knowledge-base/getting-started?hsLang=en)
- [Koalify settings](https://koalify.io/knowledge-base/koalify-settings?hsLang=en)
- [Duplicate overview](https://koalify.io/knowledge-base/duplicate-overview?hsLang=en)
- [Duplicate cards](https://koalify.io/knowledge-base/duplicate-cards?hsLang=en)
- [Bulk merging](https://koalify.io/knowledge-base/bulk-merging?hsLang=en)
- [Merges overview](https://koalify.io/knowledge-base/merges-overview?hsLang=en)
- [Unmerging](https://koalify.io/knowledge-base/unmerging?hsLang=en)
- [Account & Billing](https://koalify.io/knowledge-base/account-billing?hsLang=en)

[![Chill listening crop-3](https://koalify.io/hs-fs/hubfs/koalify_rectangle_long_with_name_bold-1.png?width=96&height=24&name=koalify_rectangle_long_with_name_bold-1.png "Chill listening crop-3")](https://koalify.io/?hsLang=en)

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