Koalify - Merge & Deduplicate
Automatically detect and merge duplicates in HubSpot, with complete control⭐️⭐️⭐️⭐️⭐️ 5/5 Stars from 100+ reviews📈 Over 4,000+ installs✅ HubSpot Certified App🛡️ SOC 2 Type II & ISO 27001 CompliantKoalify makes complex deduplication in HubSpot effortless and reliable.Automatically detect duplicate contacts, companies, deals, tickets, and custom objects. Analyze duplicate records, apply custom deduplication and primary record rules, and bulk merge duplicates; all without leaving HubSpot.Unlike basic duplicate management tools, Koalify gives you full control over:How duplicates are matchedWhich record becomes the primaryWhich property values win during every mergeWhen and how automated dedup workflows runNo more unpredictable merges or lost dataWhat You Can Do With Koalify🔎 Advanced Duplicate DetectionIdentify duplicates using customizable deduplication rules, fuzzy matching, and multi-property logic.🔀 Merge Duplicates QuicklyAutomatically merge duplicate records using HubSpot workflows or merge directly from record pages.📊 Analyze Duplicate EasilyBuild HubSpot reports to identify where duplicate data comes from and prevent future duplication.📦 Full Object CoverageDeduplicate and merge contacts, companies, deals, tickets, and custom objects.🛠️ Custom Merge RulesChoose exactly which values to keep during every merge, no more unpredictable overwrites.🧩 Salesforce-Safe Company MergesSafely merge duplicate companies even with the HubSpot–Salesforce integration active.Why Duplicate Records Hurt Your HubSpot CRMWithout proper deduplication:🤔 Admins waste hours manually reviewing and merging records.📉 Reports become inflated and inaccurate🔁 Automation triggers twice for the same contact😡 Sales teams contact the same lead multiple times😔 Customers receive duplicate emails or calls, leading to confusion and frustrationWhy Teams Choose Koalify🔨 Built exclusively for HubSpot – Fully embedded, no external platforms required.✅ HubSpot Certified App – Verified, secure, and trusted by HubSpot.📈 Over 4,000+ Total Installs – Growing rapidly among HubSpot admins and RevOps teams.⭐️⭐️⭐️⭐️⭐️ 5/5 Stars from 100+ ReviewsWhat users think about Koalify:⭐️⭐️⭐️⭐️⭐️"No more manual deduplication" Nixon, J.⭐️⭐️⭐️⭐️⭐️"Must have app" Dowling, T.⭐️⭐️⭐️⭐️⭐️"Best deduplication tool I found" Lebizay, BReady to eliminate duplicates in HubSpot?Install Koalify and take full control of your deduplication and merge process today.Start your free trial.
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- companies3×0.92%
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S-Docs | Generate Documents, Contracts, Proposals and Sign
S-Docs, a document generation and e-Signature solution for HubSpot, is built to feel like a natural extension of your HubSpot CRM — not a separate platform you need to force into your process. S-Docs streamlines contracts, agreements, and any other document and e-Signature use case directly inside HubSpot, enabling you to tackle even the most complex document and e-Signature workflows with ease.With S-Docs, you get a flexible, intelligent document automation solution that allows you to design, distribute, and sign documents of any kind effortlessly. It's a breeze to manage various document types, including:ContractsContracts and agreementsQuotesProposalsSOWsNDAsMSAsInvoices, and much more.Key Features:Integrated HubSpot data: Create templates using data from any standard (Deal, Ticket, Company, Contacts, etc.) or custom objects/associations. Your data is dynamically populated into your templates, ensuring personalized and accurate document generation every time.Flexible template management: Design stunning, brand-aligned templates with ease, thanks to a user-friendly interface that supports drag-and-drop content blocks, custom fonts, colors, and more. Advanced table support and live preview options offer unparalleled template precision. You can even upload your own PDFs and add fields to them for a personalized, tailored experience.Intuitive document generation: Generate documents directly from HubSpot cards, with the ability to view them in your record’s cards or Activity timeline. Effortlessly send documents for e-Signature directly after generation, streamlining your workflow.Easy, secure e-Signatures: Boost your document signing process with secure e-Signature capabilities, including unlimited recipients, customizable email templates, multi-factor authentication, and a comprehensive audit log for added security. e-Signature data syncs automatically back to HubSpot properties.Utilize S-Docs with data sources beyond HubSpot. Generate documents and e-Signature requests using different data sources (Google Sheets, AirTable) in your tech stack. No need to log into various data platforms; you can do this right in the S-Docs app.Discover how S-Docs can help you save time, improve accuracy, and deliver high-quality, personalized document generation and e-Signature experiences that drive growth. To see it in action, request a demo today.
Top keywords
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