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Insycle Data Management

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Insycle Data Management

HubSpot 認證應用程式

Deduplicate, Import, Associate, Format, and Cleanse your CRM data
建立者
Insycle
安裝次數
7k 次安裝
評分

4.7

(66)

登入以進行安裝需要 Insycle Data Management 訂閱
Leading

Leading

領先合作夥伴擁有與 HubSpot 充分協作、為客戶創造價值的實績。了解詳情

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
存取權類型
已分享
Insycle Data Management 訂閱
Starter、Growth、Professional或Enterprise 版本

總覽

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

應用程式功能

資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Companies

公司

公司

Contacts

連絡人

連絡人

Deals

交易

交易

Tickets

服務票證

服務票證

Custom Objects

自訂物件

自訂物件

Leads

潛在商機客戶

潛在商機客戶

Orders

訂單

訂單

Line Items

明細項目

明細項目

Products

產品

產品

更多共用資料的相關資訊

Including any HubSpot Custom Object.

平均評分

4.7

依據 66 個評分


總檢閱數

66

歷來的檢閱次數


5
79% 完成
79%
4
15% 完成
15%
3
3% 完成
3%
2
1% 完成
1%
1
2% 完成
2%

平均評分

4.7

依據 66 個評分

總檢閱數

66

歷來的檢閱次數

5
79% 完成
79%
4
15% 完成
15%
3
3% 完成
3%
2
1% 完成
1%
1
2% 完成
2%

篩選評論:

排序:


5/5
    2026年8月28日

很棒,而且简单

非常满意——我们只是把它作为解决一些重复问题的临时方案,但以后还会再来!

  • Woolf, M.

已翻譯 from English。 檢視 original 文字

4/5
    2026年6月23日

唯一能满足我们需求的全面工具

由于我们面临的一些特殊情况,我们遇到了数十万条重复数据,而Insycle是唯一一款能够让我们对所有对象(包括明细项和付款)进行全面去重处理的工具。它使用起来相当简单,尽管在处理大规模数据时我们遇到了一些卡顿问题。

你喜歡什麼?

跨对象的全面功能 精细调整能力 个性化且主动的客户服务

你不喜歡什麼?

有时大规模导入似乎会导致平台卡死 保存和命名自定义模板的操作不够直观

  • Pollak, R.

已翻譯 from English。 檢視 original 文字

此應用程式需要下列其中一個 Insycle Data Management 訂閱版本。

Starter

14 天免費試用

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

14 天免費試用

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).

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/08/01

更多資訊

建立者
Insycle
安裝次數
7k 次安裝
類別
此應用程式可用的語言
英文
正在載入