⚙️ TOOL OF THE MONTH - Koalify

April 2025

It's time for Tool of the Month, where we showcase some of the best RevOps tools currently available for you to try out. 🔥 

In the spotlight this month, we have:

🧹 🔗 Koalify 🔗

"Simplify HubSpot deduplication with ease."

Long story short 📖

Duplicate records in HubSpot can lead to inefficiencies and data inaccuracies. This can really affect reporting, property updates, associations, marketing emails, and so much more.

But Koalify addresses this by providing a seamless method for identifying and merging duplicates, ensuring your CRM remains clean and reliable.

Here’s what it does:

• Bulk Merging via Workflows — You can use Koalify to merge contacts, companies, and deals in bulk straight from HubSpot workflows. There’s a “Merge Duplicate” action you can drop into a workflow, and then either manually enrol duplicates or let it run automatically based on criteria you set.

  
  

• CRM Cards for Duplicate Suggestions — When you're looking at a contact, company, or deal in HubSpot, Koalify adds a card that flags any potential duplicates. It means anyone on the team can quickly see and resolve them without needing to run reports or go digging.

  
  

• Custom Duplicate Rules — You can define your own rules for what counts as a duplicate. For example, if email and company name match, or just phone number, whatever combination fits your data. That flexibility is helpful if your duplicate logic isn’t one-size-fits-all. It can even account for 'Ltd' or 'Limited'!

  
  

• Reporting and Notifications — Koalify creates properties you can use in HubSpot lists and reports, so it’s easy to track how many duplicates are showing up, where they’re coming from, and who owns them. You can also notify record owners when a duplicate is found.

  
  

• Full HubSpot Integration — Koalify runs entirely inside HubSpot—no extra logins or switching tabs. Everything works natively, which makes it simple for teams to adopt.

  
  

  Useful for 🛠️

  
  

• RevOps Teams: Maintain data hygiene and streamline CRM processes.

• Sales Teams: Reduce confusion caused by duplicate records.

• Marketing Teams: Ensure accurate segmentation and targeting.

  
  

As a CRM manager, one thing to monitor... 🔍

While Koalify simplifies deduplication, it's important to review merge suggestions to prevent unintended data loss or overwriting important information.

Reporting capabilities 🧮

• Lists and reports of identified duplicates

• Tracking of deduplication activities and outcomes

• Notifications to record owners about duplicates

  
  

Would be better if... 💡

• Support for Additional Objects: Extending deduplication to other HubSpot objects like tickets and custom objects.

  
  

• Enhanced Matching Criteria: Incorporating more advanced algorithms for duplicate detection—particularly with fuzzy % matching.

  
  

Pricing £

Koalify offers a free plan for up to 10,000 records. Paid plans start at £5 per 10,000 records per month, billed annually.

For more details, visit their pricing page!

Check them out

What is Tool of the Month? 🤔

We launched Tool of the Month to highlight some of the top RevOps tools currently available on the market. 🔥

While we always want to remain lean and efficient with our tech stack, many companies are still exploring and testing what works best for them. 

We aim to highlight tools that simplify processes across lead acquisition, conversion, nurture, retention, and analytics.

If you have any tools that you're loving and think others may too, please share them with us—we'd love to check them out!