01: Defining unique versus duplicate records
First, decide what qualifies as a unique record and what is considered a duplicate.
02: Identifying Duplicates With Rules
Set up custom rules in HubSpot to detect duplicates for bulk or manual merging.
03: Increasing Duplicate Visibility
How many duplicates are there? Where did they come from? Let's build a dashboard.
04: Merge duplicates in bulk
Quickly reduce duplicates by merging them in bulk using a Koalify workflow action.
05: Merge duplicates manually
Address duplicates that don’t meet bulk merge criteria by handling them manually.
06: Implement Ongoing Deduplication
Learn how to continously merge duplicates to maintain clean data.
How to manually merge duplicates
Empower customer-facing users to merge duplicates with suggestions.
12 Custom Reports
Identify how many duplicates you have, where they came from, and what caused them.
10 Training Cards
Documentation that meets your team where they're already working. No more tab jumping.