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Koalify rules
Set the matching criteria that decide what counts as a duplicate and primary in your portal.
- How to create Duplicate Rules to identify HubSpot dupes with Koalify
- How to create Primary Rules to set the master record for HubSpot duplicates
- How to configure Fuzzy Rules to improve duplicate detection in HubSpot
- How to create Custom Merge Rules in HubSpot with Koalify
- How Record-Preserving Merges Work in Koalify