Koalify
Merge contacts, companies and deals in bulk directly within HubSpot workflows. Simply add the "Merge Duplicate" action. Manually enroll duplicates or set enrollment criteria for a fully automated deduplication process.
HQ Location: Gent, Belgium
Founded: 2023 • Employees: 1 - 10
Pricing Tiers
Koalify offers platform access for free for those just getting started and wanting to see what their platform has to offer.
Visit Koalify PricingStart Making Deduplication Simple View Koalify On HubSpotOfficial Solution Partner
Contineofy is an official Koalify Solution Provider, what this means is we have been certified to implement, integrate, and build within the Koalify platform for our clients.
Chat w/Contineofy About KoalifyAbout Koalify
Get instant duplicate suggestions on contacts, company pages, and deals with Koalify CRM cards. Enable all users to merge duplicates 3 times faster. Define Koalify duplicate rules to detect duplicates in your HubSpot portal. Choose a combination of any property to flag potential matches.
Create Reports, Views & Lists Of Duplicates In HubSpot
Use Koalify properties to generate views, lists, reports, and notifications for your duplicates. Identify root causes, track recent duplicates, and notify record owners effortlessly.
How Koalify Works With HubSpot
6 Steps to reach "Zero Duplicates"
- Defining Unique Versus Duplicate Records: First, decide what qualifies as a unique record and what is considered a duplicate
- Identifying Duplicates With Rules: Set up custom rules in HubSpot to detect duplicates for bulk or manual merging
- Increasing Duplicate Visibility: How many duplicates are there? Where did they come from? Let's build a dashboard
- Merge Duplicates In Bulk: Quickly reduce duplicates by merging them in bulk using a Koalify workflow action
- Merge Duplicates Manually: Address duplicates that don't meet bulk merge criteria by handling them manually
- Implement Ongoing Deduplication: Learn how to merge duplicates continuously to maintain clean data.
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