Скачать или смотреть How to create custom rules to identify HubSpot duplicates

1. Navigate to the Koalify app settings page
In your HubSpot account, click the ⚙️ settings icon in the main navigation bar.
In the left sidebar menu, navigate to Integrations, Connected Apps
Find "Koalify ", Click the Actions, Go to settings
Click "Edit Duplicate Rules" in the Duplicate Rules section.

2. Edit Duplicate Rule
Navigate to the Contact or Companies tab
Click "Create Rule"
Add a name of the rule you want to create
Click "Add Filter" to add criteria for identifying duplicates
Select a property that you would like to use in your rules

Click "Test Rule" to estimate the number of duplicates
Click "Save Rule" to publish your new duplicate rule to your account
After saving the rule, you can keep track of its status and access the following options