Insycle Data Management
Deduplicate, Import, Associate, Format, and Cleanse your CRM data
Vaatimukset
HubSpot-tilaus Toimii kaikkien HubSpot-pakettien kanssa Lisätietoja HubSpot-tilin käyttöoikeudet - Tarkastele vaadittuja tilin käyttöoikeuksia
Insycle Data Management-tilaus - Starter, Growth, Professional tai Enterprise paketit
Yhteenveto
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.
Ominaisuudet
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
Sovelluksen toiminnallisuus
Jaetut tiedot
Companies | ||
Contacts | ||
Custom Objects | ||
Deals | ||
Leads | ||
Line Items | ||
Orders | ||
Products | ||
Tickets |
Arvostelut
4,7
60
4,7
60
- 15. elo 2025
Perez, J.
- 8. elo 2025
Acquaro, A.
Starter
1 $
/kuukausiFor 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 $
/kuukausiFor 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
*Hinnoittelu tässä on vain esittelytarkoituksessa. Kaikki hinnat eivät sisällä veroja, kannustimia, alennuksia tai muita hinnoittelumuuttujia. Pyydä kumppanilta ajantasaiset ja oikeat hintatiedot. HubSpot ei ota vastuuta näistä kumppaneidemme tarjoamista hintatiedoista. Hinnoittelu päivitetty viimeksi: 10.11.2025
Lisätietoja
Rakentanut - Insycle
Asennukset - 7 t. asennusta
Kategoriat Kielet, joilla tämä sovellus on saatavilla Englanti
Uusia sovelluksia
Sero
Modern customer onboarding for Implementation & PS teams: faster…
