Insycle Data Management
Leading
Requisitos
Plan de HubSpot Permisos de cuenta de HubSpot - Ver los permisos de cuenta requeridos
Tipo de acceso Compartida Suscripción: Insycle Data Management - Suscripciones: Starter, Growth, Professional o Enterprise
Vista general
1/9
Insycle is a complete HubSpot data management solution. Using Insycle, you can automate your HubSpot data maintenance throughout your database.
Integrate Insycle Recipes into the HubSpot Workflows Builder in order to prevent data issues at entry time when visitors fill out forms and before sending a welcome email.
With Insycle, you can:
- Bulk deduplicate contacts, companies, deals.
- Format people and company names, phone numbers, and addresses consistently.
- Import CSV, compare, enrich, format, validate, and append data using flexible records matching.
- Associate and label Contact, Company, Deal, Custom Objects records in bulk and automatically using any standard or custom fields even when the data is inconsistent. For example, match by Company Name AND Country, ignoring common terms like "inc." and "incorporated".
- Manage data in HubSpot Custom Objects. You can use all modules to manage, maintain, and automate data operations with any custom objects, in the same way Insycle works with standard objects.
- Find and fix bad data and improve contact and company data quality.
- Standardize job titles, industries, and other free-text fields to improve segmentation and reporting.
- Solve HubSpot and Salesforce syncing problems.
- Share and collaborate on data with your team.
- Monitor and detect data quality issues automatically with the Data Health Assessment
- Preview changes before they go live in HubSpot.
- Automate the process of cleaning HubSpot data using schedules and workflows integration.
Insycle is a HubSpot Premier Partner, Salesforce AppExchange Partner, Intercom App Partner, and more.
Características
Merge duplicate contacts, companies, deals in bulk and automatically
- Bulk merge duplicates automatically. - Run deduplication in "preview" mode to simulate and test the process. - Generate CSV reports of the duplicates showing the master - Control the merge process by defining rules for picking the master record and master fields - Use any field, including custom fields for matching and master selection rules.
Associate and label Contacts, Companies, Deals, Custom Objects in Bulk
- Associate using fields: Company Name AND Country - Associate using existing relationships - Match using similar values, for example, exclude the subdomain or top-level domain - Match by multiple fields, both standard and custom - Bulk associate in preview mode and generate a CSV report - Manage parent-child companies - Audit trail and rollback
Format names, phone numbers, job titles, industries, addresses, URLs
- See which records are not formatted properly. - Format names using advanced logic that goes beyond a simple uppercase of the first letter. - For example, Conan O'Brien and AJ (and not Conan O'brien and Aj) - Run format in preview mode, and review the changes before data is updated in HubSpot - Audit trail and rollback to make manual corrections.
Import CSV, compare net-new, format, validate, append, or delete data
- Use Insycle to import and clean new records, or update existing ones using flexible matching. - Prevent adding bad data, creating duplicates, or overwriting existing values. - Validate, cleanse, and fix data before it gets into HubSpot. - Append to the end of the existing value (Notes fields). - Manage associations, lists, and bulk updates
Fix any data problem automatically using Insycle + HubSpot Workflows
- Fix contact name format to the proper case: from "Hello JANE" to "Hello Jane" - Remove spam, internal, or CCed contacts - Fix email address typos like gmil.com - Bulk merge duplicate contacts, companies, deals - Associate contacts to companies Case study: https://blog.insycle.com/HubSpot-workflow-integration-case-study-quickattach
Funcionalidad de la aplicación
Companies | ||
Contacts | ||
Deals | ||
Tickets | ||
Custom Objects | ||
Leads | ||
Orders | ||
Line Items | ||
Products |
Valoraciones
4,7
68
4,7
68
- 6 de oct. de 2026
Mi experiencia con Insycle
Insycle ha sido una herramienta fantástica que nos ha ayudado a mantener nuestros datos de CRM limpios y organizados. Nos ha permitido reducir el trabajo manual, automatizar tareas repetitivas e identificar posibles problemas en los datos y oportunidades de mejora. Ha hecho que la gestión de nuestra base de datos sea mucho más eficiente y fácil de mantener a lo largo del tiempo.
Hemos podido utilizar diferentes funciones de la plataforma que nos han ayudado a mantener nuestros datos limpios, precisos y organizados mediante la deduplicación, la estandarización y la automatización en todos los objetos. Insycle nos ayuda a identificar posibles problemas con los datos y a solucionarlos antes de que se conviertan en problemas más graves. Contar con un especialista en éxito del cliente dedicado es una gran ventaja. Nos ayuda a sacar el máximo partido a la plataforma, nos orienta en función de nuestras necesidades específicas y nos mantiene al día sobre las nuevas funciones que podrían beneficiar a nuestros procesos.
Configurar plantillas y automatizaciones requiere tiempo y esfuerzo, sobre todo al principio. Sin embargo, a largo plazo, esta inversión da sus frutos gracias a una mejor calidad de los datos y a una reducción del trabajo manual.
Matthews, L.
- 8 de sep. de 2026
Excelente
Aun no ha incidido, pero esperamos que si
Sánchez, A.
Starter
1 US$
/mesFor databases with up to 500,000 records.
Pick One Module: Merge Duplicates / Transform Data / Magical Import / Bulk Operations / Cleanse Data / Group & Update / Grid Edit / Data Validation
Always Included: Health Assessment / Data Analysis / Alerts and Notifications / Data Collaboration / Data Exports / Activity Tracker / Automation
Unlimited: Users, Usages, Operations
Starter
1 US$
/mesFor databases with up to 500,000 records.
Pick One Module: Merge Duplicates / Transform Data / Magical Import / Bulk Operations / Cleanse Data / Group & Update / Grid Edit / Data Validation
Always Included: Health Assessment / Data Analysis / Alerts and Notifications / Data Collaboration / Data Exports / Activity Tracker / Automation
Unlimited: Users, Usages, Operations
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 01/08/2025
Más información
Desarrollado por - Insycle
Instalaciones - 7K instalaciones
Categorías Idiomas en los que está disponible esta aplicación Inglés