How to Deduplicate Your HubSpot Contacts and Companies (this App is amazing!)
Автор: Greg the HubSpot Guy
Загружено: 2025-02-19
Просмотров: 1113
Описание:
Struggling with duplicate contacts and companies in HubSpot? This step-by-step guide walks you through how to deduplicate your HubSpot database efficiently using Koalify. Learn how to set up duplicate rules, automate deduplication, and manually merge records to keep your CRM clean and organized. 🚀
🐨🐨 Feel free to use my affiliate link to install Koalify App: https://shorturl.at/gZQ6E
Timestamps:
00:00 – The problem of deduplication in HubSpot
02:00 – The perfect deduplication solution
02:32 – How to install Koalify
03:05 – Defining your duplicate rules
04:26 – Setting up primary rules
06:30 – Formatting rules for better matching
06:55 – Summary of Koalify settings
07:15 – How to manually merge records
07:43 – Automating records deduplication
10:03 – Conclusion
Keep Your HubSpot CRM Clean and Efficient!
Duplicate records can mess up your CRM and cause inefficiencies. Learn how to remove duplicate contacts and companies in HubSpot using Koalify’s automated and manual solutions. Like, comment, and subscribe for more HubSpot CRM management tips! 🙌
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