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Insycle Data Management

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App

Insycle Data Management

HubSpot Certified App

Deduplicate, Import, Associate, Format, and Cleanse your CRM data
Built by
Insycle
Installs
7K installs
Rating

4.7

(65)

Sign in to installRequires Insycle Data Management subscription
Leading

Leading

Leading partners have a demonstrated record of delivering customer value in close partnership with HubSpot.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Insycle Data Management Subscription
Starter, Growth, Professional, or Enterprise plans

Overview

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.

Features

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

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Companies

Companies

Companies

Contacts

Contacts

Contacts

Deals

Deals

Deals

Tickets

Tickets

Tickets

Custom Objects

Custom Objects

Custom Objects

Leads

Leads

Leads

Orders

Orders

Orders

Line Items

Line Items

Line Items

Products

Products

Products

More info about shared data

Including any HubSpot Custom Object.

Average rating

4.7

Based on 65 ratings


Total reviews

65

Number of reviews all-time


5
78% complete
78%
4
16% complete
16%
3
3% complete
3%
2
1% complete
1%
1
2% complete
2%

Average rating

4.7

Based on 65 ratings

Total reviews

65

Number of reviews all-time

5
78% complete
78%
4
16% complete
16%
3
3% complete
3%
2
1% complete
1%
1
2% complete
2%

Filter reviews:

Sort:


4/5
    Jun 23, 2026

Only comprehensive tool for our needs

We faced hundreds of thousands of duplicates due to some peculiarities of our situation, and Insycle was the only tool that allowed us to deduplicate comprehensively across objects – including line items and payments. It's fairly easy to use, although we ran into a few hang-ups with large runs.

What do you like?

Comprehensive functionality across objects Ability to fine tune Personal and proactive customer service

What do you dislike?

Occasionally large imports seem to freeze out the platform Saving and naming custom templates isn't intuitive

  • Pollak, R.


5/5
    Dec 2, 2025

Amazing results cleaning up thousands of duplicates and contact numbers at an unbeatable price

Loved Insycle. Great product and amazing pricing. Got rid of 4000 duplicates and transformed around 20,000 Contact numbers. Absolutely loved it

  • Raman, G.


This app requires one of the following Insycle Data Management subscription plans.

Starter

14 day free trial

$1

/month

For 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

Per 1,000 records. Pricing is based on the total number of records in the database (minimum 25,000 records).

Starter

14 day free trial

$1

/month

For 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

Per 1,000 records. Pricing is based on the total number of records in the database (minimum 25,000 records).

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/01/2025

More info

Built by
Insycle
Installs
7K installs
Categories
Languages this app is available in
English

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