Automatic and bulk merges with Koalify workflow actions

- With Koalify you can bulk merge contacts, companies, deals and tickets via HubSpot workflows. - Simply add the "Merge Duplicate Contact/Company/Deal/Ticket" action to your HubSpot workflow. - Enroll duplicates manually or set-up enrollment criteria to fully automate the deduplication process.

Accurate and fast merges with Koalify CRM cards

- Koalify gives you instant duplicate suggestions for contacts, companies, deals and tickets in CRM cards. - Merge up to 3x faster than HubSpot’s built-in process with Koalify’s streamlined CRM cards. - There is no extra cost per user, so everyone can contribute to the deduplication process.

Configure rules to detect duplicates in HubSpot

- Set custom rules to detect duplicates across your HubSpot portal. - Choose a combination of (custom) properties to highlight potential duplicates.

Configure rules to mark primary duplicates

- Set primary rules to identify the main record among duplicates in HubSpot. - Use a combination of (custom) properties to highlight the primary record.

Create views and reports of duplicates with Koalify properties

- With Koalify you can build views, reports and notifications in HubSpot for all your duplicates. - Use these tools to prioritize specific duplicates, spot the most recent ones, or alert record owners automatically.