How to get started with the Koalify deduplication plugin for HubSpot

Try these features to get started when you have installed the Koalify plugin in your HubSpot portal.

While Koalify is installing in your HubSpot portal, take a moment to watch our 4-minute product video and explore the key features in our knowledge base to ensure a smooth start.

1. Identifying Duplicates with Custom Rules

Create or update rules to accurately identify duplicates in HubSpot.

2. Create an Overview of all Duplicates

Set up a view of your HubSpot duplicates.
Create a report of your HubSpot duplicates.

3. Easier and Faster Merges with Koalify Duplicate Cards

4. Bulk or Automatic Merges with Koalify Workflow Actions

Bulk merge HubSpot duplicates using Koalify workflow actions

Note that the initial sync might take some time because of API rate limits.
The estimated time depends on the number of records in your HubSpot instance:

0 - 100k records	< 15 minutes
100k - 500k records	< 1 hour
over 500k records	> 1 hour