My Company Uses Insycle, and I’m a New Admin—What Should I Do?

Templates serve as the backbone of Insycle. They enable the creation of predefined processes for addressing common data issues in your CRM. For instance, deduplication, association, cleaning, and standardization occur within templates in their respective modules. 

Navigate to the Operations > Templates page, which is accessible in the left-side menu.

Here, you’ll find all the templates your company has created in Insycle. 

For example, if your company is currently using Insycle to deduplicate contacts, format contact names, and standardize states, you’ll see every template on this page. 

For each template, the table displays:

• CRM app the template is for
• The module its built in
• The object type
• Template name
• The template creator
• Last template edit date
• Other information

Click the template name to open the template in the module or app. There, you can view the settings or run a preview to see how each template works. 

This is how you can evaluate what your company is currently doing in Insycle. 

To view existing scheduled automations, navigate to Operations > Automations in the left side menu.

Here you can see all currently scheduled automations, including Recipes. The column checkboxes show whether an automation is Active and if it was configured in Preview Mode. If the Preview box is checked, your data will not be updated when the automation runs; only a CSV will be generated. You can see when each template and Recipe is scheduled to run and in what order.

Automations can be set to run on a specific schedule, such as daily, weekly, or monthly. 

Here you can see:

• What CRM the automation is for
• The module the automated template is built in
• The object type
• Template type (active, preview, or export)
• Template name
• Template creator
• Last template edit date
• How often the template is scheduled to run

Then, you can click the template name to be redirected to the template, where you can learn more about what each automated template does. This helps you understand what data updates are running automatically. 

Recipes 

To evaluate active Recipes in Insycle, navigate to Operations > Recipes.

HubSpot users can integrate Insycle Recipes into HubSpot Workflows, and Salesforce users can use Recipes with Salesforce Flows. This enables event-based triggers, such as new-record creation or attribute changes, to ensure deduplication occurs in real time.

The Activity Tracker is where you can track and review all changes made to your data through Insycle, both for live updates and preview runs. Every operation that is run through Insycle is viewable here.

When each operation is run, a Run ID is produced. Clicking that Run ID downloads a CSV file that lets you see all of the changes that were made in a given run. 

You'll have a before and after view of the data in the records and the affected fields.

Doing this allows you to see all of the historical changes made to your data by Insycle templates, and can help you to understand how specific templates work. 

The Health Assessment dashboard surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them.

Using this can help you to gain an understanding of the current status of your data. 

At the top of the Health Assessment page, you'll find an updated count of all records with identified data issues based on these templates.

You also have graphs that provide additional historical context for your data issues. 

Click the Review button for each individual issue to open the relevant template to evaluate or fix the listed issue.

View information about your plan or billing, review and download your past invoices, and manage your plan anytime directly from the Settings > Billing page.

To view user accounts and permissions, navigate to Settings > Users in the left side navigation. 

To view your connected CRM accounts and databases, navigate to Settings > Accounts in the left side navigation.

To begin using Insycle effectively and to understand how your company has been utilizing Insycle, you should first learn the basics of what Insycle is and how it functions. 

Start by exploring our Getting Started section in the Help Center. This will familiarize you with Insycle and all of its most essential components—the Health Assessment, modules, and templates.

For a broader understanding of the various data issues that Insycle can help you resolve, check out our 'How To' articles.  

With a solid foundation, you can quickly assess your company’s setup in Insycle, comprehend what you have, and hit the ground running.