We've compiled answers to the most common questions Insycle users ask about our data management platform. Whether you're new to Insycle or a seasoned user looking for specific information, we've got you covered. If you don't find the answer you're looking for here, don't hesitate to reach out to our support team.
About Insycle
Insycle is a complete customer data management platform. It connects directly to popular CRM platforms like HubSpot, Salesforce, Intercom, Pipedrive, and others.
Once connected, Insycle enables operations teams to easily identify and fix CRM data issues with just a few clicks. Insycle analyzes customer data in CRMs for the most common problems—poorly formatted records, duplicate data, low-quality data, and other issues.
Insycle also allows you to automate critical aspects of your CRM data maintenance processes, saving your team’s time and improving effectiveness across your organization through better data quality.
To learn more, check out these articles:
Insycle features ten different modules and apps, providing dozens of pre-built templates to solve common data issues. You can also build your own custom templates to solve issues that are unique to your organization.
With Insycle, you can:
- Identify and merge duplicate data in flexible ways.
- Automatically detect relationships and link contacts, companies, deals, custom objects, and other object types in bulk.
- Quickly correct, format, standardize, extract, map, copy, move, and combine data.
- Import data with options to cleanse, associate, update, and standardize your data before importing it into your database.
- Compare CSV to CRM data.
- Declutter and purge low-quality data.
- Zoom in on specific fields to explore value variations and review them on a record-by-record level.
- Explore field values and unearth important stats, segment data, drill down into individual records, generate reports, and bulk update selected segments.
- Assign contacts, accounts, leads, deals, and other items to a relevant, available team member for a timely response.
- Save templates and set up automation so processes run on their own.
To learn more, check out these articles:
Insycle helps companies solve dozens of unique data issues across a range of popular CRMs.
Three of our most popular use cases are:
- Merging duplicate data in bulk
- Formatting and standardizing values
- Creating relationships between records
To learn more, check out this article: Top 3 Things To Do With Insycle
Getting Started
The first step toward improving your data quality is gaining visibility into what exactly the issues are. Insycle's Data Health Assessment offers such visibility and is a great place to start. Learn more about using the Data Health Assessment.
Then, if working with a HubSpot account, you should add an Insycle Run ID property to each object type.
To learn more about Insycle and find ideas on how to get started, please refer to our Getting Started articles:
How Insycle Works
- How Insycle Works
- Introduction to Modules and Apps: Which Module/App to Use for a Task
- Where Should I Start?
Getting Started Tips
Yes, to request a demo and get a free consultation, reach out to our support team using the live chat that appears at the bottom of every page in the app and website.
On occasion, you may find that your account shows as "Expired" when you first log in. There are a couple of scenarios where this may occur:
- Enterprise Users: Accounts with 500K+ records are not eligible for our seven-day trial. If you have a database with more than 500K records, please speak with our support through live chat or create a sandbox database to test out Insycle.
- Companies with existing accounts: Insycle searches for existing accounts using your company domain. If your company had a previous account with Insycle with an expired trial or canceled subscription, your account might show up as expired. We may be able to offer an extended trial in some circumstances. Contact support through live chat in the bottom right-hand corner.
Pricing and Account Management
Insycle's plan pricing is based on the selected Modules and Apps and the total number of records in the database.
For example, if you have 50,000 records in your database, and you want all of the Data Management modules, your monthly cost will be $100, no matter how many users you have.
If you have 50,000 records and want all of the Data Management modules and the Associate App, your monthly cost will be $125.
All plans include unlimited operations, unlimited users, and unlimited usage. You can review your exact record count in Insycle under Settings > Sync Status.
To learn more, check out these articles:
Each entry in your CRM that you are syncing with Insycle counts as a record.
Specifically, these record types are included in the count:
- HubSpot: Contacts, companies, and deals. Note: Tickets, custom objects, line items, and any other standard objects are optional add-ons.
- Salesforce: Accounts, contacts, leads, and opportunities. Note: Any other custom or standard objects are optional add-ons.
- Intercom: Leads, users, and companies
- Pipedrive: People, organizations, and deals
- Mailchimp: Contacts and audiences
- Marketo: Leads, companies, and opportunities
- Yext: Locations and assets
- Zendesk: Tickets
You can review your record counts in Settings > Sync Status.
Each CRM platform you are syncing with Insycle shows metrics about the last sync:
- The Total Insycle value reflects the total number of records in Insycle.
- Total App is the total number of records in your connected app.
- The Breakdown lists how many of each type of record are included in the totals. This shows the number of records synced in both Insycle and the connected app.
You can cancel your plan at any time directly from the Customer Portal.
Learn more about canceling your plan.
Unfortunately no, we don't offer monthly plans to individual subscribers. However, we do offer monthly plans to participating Agency Partners. Learn more about the Insycle Agency Partner Program.
Team Collaboration
Yes, all Insycle plans allow you to invite unlimited team members to your Insycle account. Insycle pricing is based on the number of records in your database, not on the number of users that you invite to Insycle.
If they have access to your CRM, they can be invited to Insycle without charge.
Learn more about inviting your team to use Insycle.
All data updates are tracked for auditing purposes in Insycle’s Activity Tracker. You can download a CSV detailing the changes for any update made using Insycle.
Learn more about viewing the audit trail and history in Activity Tracker.
Insycle offers a more efficient alternative to shared accounts. Instead of creating a master account with a generic email like MarketingDepartment@domain.com, we provide unlimited user accounts for every plan. This approach enhances security and accountability. Insycle utilizes single sign-on (SSO) technology, allowing each team member to log in directly through their individual HubSpot, Salesforce, Pipedrive, Intercom, or other supported CRM account. This streamlines access while maintaining distinct user identities and activity logs.
Anyone who has an account inside of your CRM can be invited to use Insycle free of charge. Invitees can log in through the login page.
Additionally, you can set permissions for each individual user and track any changes made by individual users. This functionality is not available when using a shared account.
To learn more, see User Roles and Permissions.
Features and Functionality
You can merge duplicate records using the "Merge Duplicates" module, which helps you identify and merge duplicate contacts, companies, deals, and other object types in flexible and powerful ways.
First, you tell Insycle how to identify duplicates by setting match rules.
Then, you set rules for determining the master record—the record that all other duplicate records are merged into.
And set rules for data retention.
Learn more:
When you merge multiple records together, data from some records in the duplicate group will be overwritten depending on your settings. This is by design.
By default, Insycle will keep the master record values; if a master record has empty fields, Insycle copies values from the most recently updated record in the duplicate group where that data exists.
Any data that is not in the master or not copied to the master is removed.
For example, if the master record's Industry field is empty but another record in the duplicate group has an Industry value, that value will automatically be copied to the master record.
Additionally, you can control what values are saved in the master record after the merge, regardless of the default merge behavior. By adding each field you want to control the data retention for in the Fields tab under Step 4 and selecting a Criteria, you can tell Insycle where the data for the field should be taken from and how to handle it.
You can also instruct Insycle to append data rather than overwrite it. The following Criteria let you aggregate the values of all the duplicates:
- Combine and append all values
- Collect all values from other field
- Collect non-master values from other field
If there are particular fields you are concerned about and want to back up, you can include those fields in the CSV report by adding them to the Record tab in Step 4. Then you can refer back to the values in the CSV sent to your email or downloaded from the Activity Tracker.
Learn more about configuring data retention and master record selection when bulk merging duplicates.
All active automations can be viewed under Operations > Automations.
Learn more about managing your automations.
Unfortunately, it's currently not possible to stop a running operation. However, you can keep monitoring the Activity Tracker for status updates. Once the operation(s) are completed, you can review the audit trail report and revert any changes. Learn more about using the Activity Tracker to revert or undo changes made in an operation.
As an option of last resort, you can uninstall the Insycle app from your CRM platform to stop an operation from running. Once uninstalled, the changes made by Insycle will not hit the target platform.
For operations running in HubSpot Workflows, remove the automation from the Workflow and save it to stop the operation from running.
Data Management
Insycle's throughput is generally 200 records per minute for a simple update like when changing an owner of a record in bulk from "Jane Johnson" to "John Smith."
However, more involved processes can take longer. For example, when merging three deals into one, there may be 20-40 operations to update and re-parent all the related activities from the duplicates into the master.
The throughput is across all operations, when running multiple operations in parallel, they affect the processing load and slow each other down.
There are two main ways to monitor the progress of a long-running operation:
-
Periodically check the Activity Tracker:
The operation will appear in the Activity Tracker when the operation has been completed. -
Periodically refresh the template for the operation:
Open the template for the operation. Under Step 1, click the Find or Search button.
Look at the number of results in the Record Viewer.
Wait a few minutes and refresh the page. You should see the number of results reduce as Insycle processes the operation.
You can remove data from Insycle on the Settings > Accounts page of the Insycle dashboard by removing your connected account from Insycle. Learn more about removing an account from Insycle.
Data from expired trials and canceled plans, including templates and configuration settings, is automatically removed from Insycle within 14 days due to data privacy and security concerns.
Security
Yes, Insycle is fully GDPR compliant, as evidenced by our:
We are committed to complying with the EU General Data Protection Regulation (GDPR). Insycle is a data processor on behalf of its customers (data controllers).
Right to be Forgotten (Data Erasure): Insycle mirrors data stored in the cloud apps you use. Deleting data from an app will result in automatic deletion of that data from Insycle. For example, deleting a contact or contact field in Salesforce will result in the automatic deletion of that contact or contact field from Insycle.
Insycle processes data only in Google Cloud, which complies with GDPR. Insycle does not integrate or share data with any third party.
Insycle can help customers comply with GDPR by developing data inventory and field categorization. Use Insycle to explore your data and identify personal data fields.
Data security and privacy are a top priority and concern for us, our customers, and their customers.
Comprehensive Documentation:
- We provide detailed Privacy Policy, Terms of Service, and Security Measures documents for your review.
GDPR Compliance:
- We are fully GDPR compliant, as evidenced by our:
SOC 2 Type I Compliance:
- Insycle has successfully completed a System and Organization Controls (SOC) 2 Type I audit, performed by Sensiba LLP.
Strong SSL Security:
- Our SSL implementation has been independently verified and rated A+ by SSL Labs.
Salesforce AppExchange Verified:
- Insycle is officially listed in the Salesforce AppExchange.
- Our app has passed the rigorous Salesforce AppExchange Security Review.
- Insycle was featured in Dreamforce AppExchange Partner Keynote (see rightmost column).
HubSpot Certified:
- We have successfully passed the HubSpot Security Review.
- Insycle is a Certified Premier Partner with HubSpot.
- HubSpot recommends our integration for CRM Data cleanup.
- We're listed in the HubSpot App Marketplace with over 3,000 installs.
For more detailed information or specific questions about our security measures, please don't hesitate to contact our support team.
Integrations
Insycle integrates with the following CRM platforms:
- HubSpot
- Salesforce
- Intercom
- Pipedrive
- Mailchimp
- Zendesk
- Marketo
- Yext
Support and Feedback
You can connect directly with our support agents using the live chat that appears at the bottom of every page in the app. We're here to assist you during the following hours:
- 9 AM - 6 PM GMT+1 (London)
- 9 AM - 6 PM EST (New York)
- 9 AM - 6 PM PST (Los Angeles)
Absolutely! We'd love to hear from you. At Insycle, we make it a point to shape our roadmap based on the needs of our customers. Please reach out directly through the live chat to share feedback, ideas, and feature requests.
Additional Resources
Related Help Articles
- How Insycle Works
- Introduction to Modules and Apps: Which Module/App to Use for a Task
- Where Should I Start?
- Top 3 Things To Do with Insycle
- My Company Uses Insycle, and I’m a New Admin—What Should I Do?
Related Blog Posts