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Insycle Data Management

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Insycle Data Management

HubSpot 认证应用程序

Deduplicate, Import, Associate, Format, and Cleanse your CRM data

构建者
Insycle
安装
7,300 次安装
评分

4.7

(64)

登录以进行安装需要 Insycle Data Management 订阅
Leading

Leading

领先合作伙伴已证明通过与 HubSpot 的紧密合作,能够为客户提供价值。了解更多信息

要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
访问类型
Shared
Insycle Data Management 订阅
StarterGrowthProfessionalEnterprise 计划

概览

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.

功能

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

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Companies

公司

公司

Contacts

联系人

联系人

Custom Objects

自定义对象

自定义对象

Deals

交易

交易

Leads

潜在客户

潜在客户

Line Items

行项目

行项目

Orders

订单

订单

Products

产品

产品

Tickets

服务工单

服务工单

更多共享数据的相关信息

Including any HubSpot Custom Object.

评论

平均评分

4.7

根据 64 个评分


总审查数

64

历来审查数


5
80% 完成
80%
4
14% 完成
14%
3
3% 完成
3%
2
1% 完成
1%
1
2% 完成
2%

平均评分

4.7

根据 64 个评分

总审查数

64

历来审查数

5
80% 完成
80%
4
14% 完成
14%
3
3% 完成
3%
2
1% 完成
1%
1
2% 完成
2%

过滤评论:

排序:


5/5
    2025年12月2日

以无与伦比的价格清理成千上万的重复信息和联系电话,效果惊人

我爱 Insycle。产品很棒,价格也很合理。我删除了 4000 个重复号码,转换了约 20,000 个联系号码。非常喜欢

  • Raman, G.

已翻译 from English。查看original 文本

5/5
    2025年12月1日

管理 HubSpot 数据的最有效工具,具有出色的功能和可靠的灵活性,但用户界面可能令人难以接受

Insycle 是我的工具箱中最有效的工具,可以有效管理 HubSpot 中的数据。

你喜欢什么?

高效、灵活、可靠,易于预测和控制数据变化

你不喜欢什么?

用户界面令人不知所措...

  • Barzelai, K.

已翻译 from English。查看original 文本

此应用程序需要以下其中一个 Insycle Data Management 订阅计划。

Starter

US$1

/月

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

US$1

/月

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).

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/08/01

更多信息

构建者
Insycle
安装
7,300 次安装
类别
应用程序可用的语言
英语

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