Скачать с ютуб Koalify Product Video Simplify HubSpot Deduplication 🐨 в хорошем качестве

Koalify Product Video Simplify HubSpot Deduplication 🐨

In this video, Jonas, the co-founder of Koalify, walks you through how to simplify and streamline duplicate management in HubSpot using Koalify, a fully embedded plugin. There's no need for extra logins – everything works seamlessly within HubSpot. Jonas covers: 1️⃣How to detect duplicates using custom duplicate rules. 2️⃣How to use Koalify’s duplicate properties to create dashboards and views of duplicates. 3️⃣ How to merge duplicates manually using CRM cards. 4️⃣ How to bulk merge duplicates automatically with workflow actions. Key features highlighted: 👉 Koalify Duplicate Rules – Learn how to create and edit rules to detect duplicates based on properties like first name, last name, and email. 👉 Koalify Duplicate Properties – Discover how to leverage these properties to build views, reports, and lists of your duplicates. 👉 Merging Duplicates – See how to manually merge duplicates in HubSpot using Koalify’s CRM cards or automate the process with workflow actions for bulk merging. By the end of this tutorial, you’ll have the tools to effectively manage duplicates in HubSpot and enhance your CRM data quality. Happy deduping! Learn more about Koalify and simplify your duplication process today!