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

Templates serve as the backbone of Insycle. They let you create predefined processes to address common data issues in your CRM. For instance, templates handle deduplication, association, cleaning, and standardization in their respective modules. 

Navigate to Operations > Templates in the left-side menu.

The image above shows the Operations section of Insycle's left navigation menu, with an arrow pointing to Templates and a partial view of the Templates list on the right.

Here, you’ll find all the templates your company has created in Insycle. Use this to evaluate what your company is currently doing in Insycle. 

For example, if your company uses Insycle to deduplicate contacts, format contact names, standardize states, and govern data with Data Logic Blueprints, you’ll see every template on this page. 

Click a 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.

The image above shows the Operations > Templates page for a demo HubSpot account, listing six saved templates across multiple modules — including Bulk Operations / Update, Associate, Merge Duplicates, and Transform Data — applied to Contacts, Leads, and Companies object types, with each template name shown as a clickable link and some assigned to categories such as Business Validation and Duplicate Data.

Automations let you schedule templates and Recipes to run automatically on a set cadence, rather than running them manually each time.

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 indicate whether an automation is Active and whether 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.

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

Click the checkbox in a row to view or update the schedule details and the email recipients who will receive the CSV report when the automation runs. 

Click a Template name to open the template in the module or app, where you can learn more about what each automated template does.

The image above shows the Operations > Automations page, currently in Read-Only Mode, listing five scheduled automations across Salesforce and HubSpot accounts — including Assign, Associate, Bulk Convert, Merge Duplicates, and Recipes module entries — with columns showing each automation's Active, Preview, and Export checkbox states, template name, and schedule (Weekly on Mon, Daily, Hourly, Daily, and Monthly on day 1).

Recipes 

Recipes let you trigger Insycle templates in real time based on events in your CRM, rather than running them manually or on a set schedule.

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

You can add templates from any module or app to a Recipe, then trigger it from HubSpot Workflows or Salesforce Flows based on events such as new-record creation or attribute changes.

The image above shows the template list for a Recipe named "Cleanup duplicate phone numbers" in Update Mode, containing three sequenced templates — Compare phone numbers (Transform Data, Contacts), Clear Mobile if My Custom Field = True (Bulk Operations / Update, Contacts), and Format Phone Number E.164 (Transform Data, Contacts) — with reorder and remove controls for each.

The Activity Tracker lets you track and review all changes made to your data through Insycle, for both live updates and preview runs. You can view every operation run through Insycle here.

Navigate to Operations > Activity Tracker in the left-side menu.

When you run an operation, Insycle produces a Run ID. Clicking that Run ID downloads a CSV file showing all changes made in that run. 

The image above shows the Operations > Activity Tracker page in Insycle, with an arrow pointing to the Run ID column, highlighting the clickable Run ID for the "Link Contacts to Accounts by Domain" Associate template — alongside three additional Salesforce Associate and Bulk Operations entries — each with a unique Run ID that can be clicked to download a CSV of all changes made in that operation.

The CSV provides a before-and-after view of the record data and affected fields.

The image above shows a sample Activity Tracker CSV export, displaying a before-and-after view of the Industry field for five company records — with values such as "Information Technology and Services" and "Computer & Network Services" in the Before column updated to "Information Services" in the After column — alongside each record's ID, Company Name, and Deeplink.

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. This helps you understand your data's current status. 

Navigate to Dashboards > Health Assessment in the left-side menu.

At the top of the Health Assessment, you'll find a total count of all records with identified data issues. The Summary of Data Health Issues shows how many records with problem data were found for each issue category.

The image above shows the Summary of Data Health Issues panel in the Health Assessment dashboard, listing seven issue categories — each with a clickable category link and a partial description of the issue type.

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

The image above shows the Issues Over Time chart in the Health Assessment dashboard, plotting eight issue categories — Duplicates, Formatting, Invalid, Low Quality, Inconsistent, Business, Incomplete, and Undefined — with a tooltip open showing per-category counts, and the Undefined category showing the steepest upward trend over the period.

Click an issue category link in the Summary to open the full breakdown of issue types in each. Click the Review button for each issue to open the relevant template to evaluate or fix it.

The image above shows the Low Quality Data issue category panel in the Health Assessment dashboard, displaying 2,144 total records across four issue types — each with a Review button to open the relevant template and a Remove button to dismiss the issue.

If your company uses Blueprints and Data Logic, Data Integrity has its own reporting layer, separate from the Health Assessment above — it's the fastest way to see whether Data Logic is running as designed before you start making changes elsewhere in the account.

The Data Integrity Overview gives you an account-wide snapshot of how Data Logic is performing. Navigate to Data Integrity > Overview in the left-side menu for an account-wide snapshot: four top-line metrics (Coverage, Records Drifting, Fields Governed, Records Governed) and two trend charts showing how coverage and drift have moved over roughly the last 90 days.

Recommendations turns those findings into a ranked to-do list of what's most worth fixing. Navigate to Data Integrity > Recommendations to see coverage gaps worth adding to a Blueprint, fields that have drifted from their assigned output, and any Blueprint inconsistencies. Each item includes a Review button that takes you straight to the relevant template's detail report.

If you need to look more closely at how one specific template is performing, Observability lists every observable Data Logic template with its own coverage, drift, and a status badge — Stable, Needs Attention, or Regressed. Navigate to Data Integrity > Observability in the left-side menu. Sorting by Status and reviewing any Regressed templates first is a good way to spot problems that predate your arrival.

Reviewing these views as a new admin helps you quickly separate "Data Integrity is running as designed" from "something here needs my attention first."

The image above shows the Data Integrity > Observability page for a demo HubSpot account, displaying four headline metrics with a template list below showing six Data Logic templates, each with its object type, records in scope, color-coded coverage bar, trend sparkline, drift count, and status badge.

As a new admin, it's also worth confirming your account's billing status, who has access, and which CRM accounts are connected before you start making changes.

Billing

The Billing page shows your current plan, payment method, and invoice history, and is where you can change or cancel your plan. Navigate to Settings > Billing in the left-side menu to view your plan details, review and download past invoices, and manage your plan.

The image above shows the Settings section of Insycle's left navigation, with an arrow pointing to Billing and a partial view of the Billing page on the right.

Users

The Users page lets you control who on your team can access Insycle and what they can do once they're in. Navigate to Settings > Users in the left-side menu to view existing user accounts, invite or remove teammates, and review each person's assigned role.

The image above shows the Settings section of the Insycle left navigation, with an arrow pointing to Users and a partial view of the Insycle welcome dashboard on the right.

Accounts

Accounts are the CRM databases Insycle syncs with — you may have more than one connected, especially if your company runs multiple HubSpot or Salesforce instances. Navigate to Settings > Accounts in the left-side menu to view which CRM accounts and databases are currently connected.

The image above shows the Settings section of the Insycle left navigation, with an arrow pointing to Accounts, with a partial view of the Accounts list on the right.

To use Insycle effectively and understand how your company has been using it, first learn the basics of what Insycle is and how it works. 

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

For task-specific guidance on the data issues Insycle can help you resolve, see Introduction to Modules and Apps: Which Module/App to Use for a Task, which will point you to the right module's dedicated Help Center category for your specific issue.

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