Follow these steps to get started when you have installed the Koalify plugin in your HubSpot portal.
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 |
While Koalify is installing, we suggest taking a look at our feature documentation. We've organized our knowledge base articles based on the most common issues that our plugin tackles..
1. Easier and faster merges with the Koalify duplicate cards
- Enable the Koalify duplicate cards in the right hand sidebar of HubSpot contacts & companies.
- Merge your first contacts or companies with the Koalify duplicate cards.
2. Better control over the duplicate suggestions in HubSpot
3. Bulk or automatic merges of duplicates in HubSpot
4. Better overview of duplicates and the ability to prioritize specific duplicates
- Create a view of your HubSpot duplicates
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Create a report of your HubSpot duplicates