Koalify is a native HubSpot application that detects and merges duplicate contacts, companies, deals, and tickets using custom rule sets across standard and custom properties, including custom objects. It surfaces duplicate suggestions within HubSpot lists, reports, and CRM cards and provides a workflow action for one‑click bulk merging, while meeting SOC 2 Type II, ISO 27001, GDPR and SSO security standards.
Funding
Funding not disclosed
Founders
Product
Problem
HubSpot users often accumulate duplicate contacts, companies, deals, and tickets, leading to fragmented data, inaccurate reporting, and time‑consuming manual cleanup. Existing deduplication tools typically require leaving the CRM or lack flexible rule configuration, making large‑scale data hygiene difficult to maintain.
Solution
Koalify is a native HubSpot application that enables users to define custom duplicate‑detection rules across any combination of standard and custom properties, including support for custom objects. Detected duplicates are surfaced directly within HubSpot lists, reports, and CRM cards, allowing teams to review and validate matches without exiting the platform. The app provides a workflow action that can automatically merge large batches of duplicates, while also offering manual merge options from contact, company, deal, and ticket cards. Built to HubSpot’s security standards, Koalify ensures encrypted data handling, SOC 2 Type II and ISO 27001 compliance, and SSO integration, delivering fast, reliable deduplication at scale.
Target Audience
The primary customers are HubSpot CRM administrators, RevOps teams, marketing and sales operations professionals, and system administrators who need to maintain clean, actionable data at scale.
Features
- Rule engine that matches records on any set of HubSpot properties, including custom fields and custom objects, with priority and protected‑field settings
- Embedded custom properties that tag potential duplicates, enabling list and report creation for easy review within HubSpot
- One‑click bulk merge via a dedicated Koalify action in HubSpot workflows, supporting thousands of records per run
- Real‑time duplicate suggestions on CRM cards (contact, company, deal, ticket) that accelerate manual merging up to three times faster than native tools
- Automated alerts and owner notifications based on duplicate‑insight properties, keeping stakeholders informed of data quality issues
- Enterprise‑grade security: SOC 2 Type II, ISO 27001, GDPR compliance, data encryption at rest and in transit, and single sign‑on (SSO) support
- Full HubSpot Marketplace certification ensuring performance, reliability, and seamless integration with existing HubSpot modules