topic Re: Merge deals - Workflows in Data Hub

Merge deals - Workflows

SClara — Mon, 10 Feb 2025 16:59:39 GMT

In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code?

Thank you! 🙂

Re: Merge deals - Workflows

karstenkoehler — Mon, 10 Feb 2025 17:07:44 GMT

Hi @SClara,

For deals, Insycle is a nice deduplication tool: https://www.insycle.com/hubspot/

You could also develop a custom code action in a workflow, using Operations Hub, yes, but that would require a developer: https://developers.hubspot.com/docs/reference/api/automation/custom-code-actions

@JonasDeMets are deals on the horizon for Koalify? (Another great deduplication option for HubSpot, @SClara.)

Best regards

Re: Merge deals - Workflows

SClara — Mon, 10 Feb 2025 17:22:37 GMT

Thanks for your response @karstenkoehler ! I’m aware of Insycle, but I was specifically looking for a way to handle this natively within HubSpot.

Regarding the custom code action, if implemented correctly, would it work 100% within HubSpot without any limitations or risks of errors? Are there any specific constraints we should keep in mind when merging deals this way? 🙂

Re: Merge deals - Workflows

karstenkoehler — Mon, 10 Feb 2025 17:39:38 GMT

@SClara I think 100% reliability without risks or limitations would be quite the stretch. When you're developing a custom code action, you're pretty much starting with a white page, attempting to build part of what Insycle and Koalify did. This will require testing, probably some frustration, things that don't work as intended or backfire.

There are starting points for this on GitHub which make this easier: https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/dedupe_contact.js

Re: Merge deals - Workflows

Jonas_De_Mets — Mon, 17 Feb 2025 20:47:10 GMT

@karstenkoehler deal deduplication is coming-up soon for Koalify!
We'll keep you posted here.

Re: Merge deals - Workflows

Jonas_De_Mets — Fri, 16 May 2025 09:51:24 GMT

@karstenkoehler deal deduplication is now available with Koalify!
Automated or bulk merging is fully embedded within HubSpot workflows.
Not sure if this is still relevant for you @SClara?

Here is how it works:
https://koalify.io/blog/how-to-merge-deals-in-hubspot-manual-or-in-bulk

Re: Merge deals - Workflows

SClara — Thu, 22 May 2025 13:45:04 GMT

Thank you!!