Top 3 Things To Do with Insycle

Module/App: Merge Duplicates

Template: Deduplicate By Same Name, Same Domain (ignore extension) - B2B

Duplicate data poses serious problems for companies of any size. Duplicate records inhibit your marketing team from effectively segmenting and personalizing your communications. Sales teams step on each other's toes and lack important context in conversations. Support teams miss critical information. Analysis and reporting are inaccurate.

Insycle helps you merge those duplicate contacts, companies, and deals—flexibly and powerfully.

For a quick start, go to the Merge Duplicates module and select "1. Deduplicate By Same Name, Same Domain."

This will load one of Insycle's pre-built deduplication templates. This particular template uses exact matching for the First Name, Last Name, and Email Domain fields to find duplicates.

Then, you can merge those records. Insycle gives you complete control over how records are merged, and what data is retained in the master record that others are merged into.

Insycle offers numerous pre-built templates for deduplication. Running several templates that identify duplicates in different ways can help you find and merge more duplicates. With custom templates, you can bulk-merge duplicates in advanced ways.

Learn more about Bulk Merging Duplicate People or Companies.

Module/App: Transform Data

Template: Format Proper Case First and Last Name, Standardize State Address

Formatting names for proper case is critical for marketing personalization. You wouldn't want to be addressed as "jane" instead of "Jane." Such mistakes can hurt your brand reputation, especially since fixing these issues is viewed as simple.

Formatting Names

Using Insycle's Transform Data module, formatting names for proper case is simple.

Select "Format Proper Case First and Last Name" in the Transform Data module.

In Step 1, you'll be able to filter your records or push the formatting update to all existing records in your database.

This template formats both first and last names for proper case, while being able to deal with many advanced name capitalization requirements, such as the name "O'Brien." This template also removes leading or trailing white space from both names and removes salutations (Mr. and Mrs.) from the first name field.

This is a simple data maintenance task that can be effectively automated using Insycle.

Learn more about Formatting Names, Phone Numbers, or Addresses.

Standardizing States

Standardizing states is critical for segmentation, assignments, and reporting.

Insycle makes it simple to standardize all states to their official full name.

• NY → New York
• new york → New York

In the Transform Data module, select the Standardize State Address Template.

In Step 1, you filter your data down to the records that you would like to update.

In Step 2, you instruct Insycle to update the State field, and select the function "Standardize US States, CA Provinces."

Then you can standardize states in your CRM in bulk one time, or automatically on an ongoing basis. With standardized states, you can better filter, group, and report on your data.

Learn more about Standardizing Job Title, Industry, State and Country, or any other Free-Text Field.

Establishing relationships between contacts and companies is critical for account-based marketing (ABM). Successfully identifying and engaging all stakeholders within a company is key to ABM success. Insycle can detect and create relationships between records in both the Associate app and the Magical Import module.

Module/App: Associate

Template: Associate Contacts to Companies Using Name

If it has been added to your subscription plan, you can utilize Insycle's Associate app to link people and companies that are currently in the database in bulk.

If you create association templates and consolidate them into Recipes, you can set up repeatable workflows. You can also integrate them into HubSpot Workflows and Salesforce Flows. Once activated, records are automatically matched and linked to corresponding records based on predefined criteria.

The built-in "Associate Contacts to Companies Using Name" template is configured to filter contact records down to those that are not associated with a company, even though there is a Company Name value.

When setting up the association between contacts and companies, you'll need to choose fields that have similar values in both records. Commonly used unique identifying fields include:

• Company name
• Email and website domain
• Various ID numbers
• Mailing address
• Phone number

In the selected template, Insycle uses the Company Name field to match records and create the associations in Step 2. Related companies will automatically be detected, and associations will be set in bulk.

Module/App: Magical Import

If you have a CSV file containing data to be imported as new records, the Magical Import module can associate people and companies with existing CRM records when you import.

First, you select a CSV, map the columns to your CRM fields, and choose Matching Criteria.

Next, you establish rules to link CSV and CRM records, and then import the data with these associations into your CRM.

Learn More

• Link and Associate People to Companies
• Automating Using Workflows and Recipes
• Bulk Associating Leads to Accounts