Recipes

Every Insycle module runs using templates. A template is a process of steps and settings that are executed at the module level. For instance, you might have a template for merging duplicate contacts by name and email address, and another for merging using name and phone number.

With Recipes, you can create a collection of related templates that will run in sequence. You can add pre-built or custom templates to a Recipe. Then, that Recipe can be automated to run on a set schedule.

Recipes can be used to bundle cleanup efforts, automate your processes, or integrate with HubSpot Workflows or Salesforce Flows.

For example, this Recipe for deduplicating contacts includes several templates that identify duplicate contacts differently.

Once you have a good set of templates that make sense to run together, navigate to Operations > Recipes.

To create a new Recipe, click the plus + on the right side of the grey menu bar.

Then, you'll be prompted to name your Recipe. Give it a name that will make it immediately recognizable and describe what it does.

Click the + Template button to add Insycle's default templates or your own customized templates to a Recipe.

Each Recipe can only handle one object type. Once you select a template, the record object (contact, company, account, lead, etc.) determines the type for the entire Recipe. Therefore, if you add a contact template, you can only include other contact templates in the Recipe.

It is best practice to save the Recipe after adding each template. If you navigate elsewhere without saving, your changes will be lost. Click the Save button in the grey menu bar.

Once you have added all of your templates, click the Review button. 

Select the Mode. By default, Recipes are in Preview Mode, which is used for testing or analysis purposes; no data is modified. Sample CSV reports of all templates are generated.

However, to apply the changes to your CRM, a Recipe must be saved in Update Mode.

On the Notify step, you can customize the notification report delivered each time the Recipe runs.

On the When tab, select Automate and configure the frequency you'd like the template to run. When finished, click Schedule.

Insycle directly integrates Recipes into HubSpot Workflows as steps in the automation process.

In this example, Insycle will cleanse, deduplicate, and associate contacts after they fill out the lead capture form, then set the property "Cleanse Completed" to "Yes".

To add your Recipe to a HubSpot Workflow, it must be in Update Mode, with the Automation setting Execute as HubSpot Workflow Action.

Learn more about integrating Recipes with HubSpot Workflows.

Insycle Recipes can be integrated into Salesforce Flows as steps in the automated process.

In this flow example, Insycle will deduplicate contacts and clean up phone numbers when a new record is added.

To add your Recipe to a Salesforce Flow, it must be saved in Update Mode, with the Automation setting Salesforce Flow Integration.

Learn more about integrating Insycle Recipes with Salesforce flows.

Insycle comes pre-loaded with recipes that offer multi-step processes for addressing common data management issues.

Built-in Recipes are labeled "Created By Insycle" in the Recipe dropdown below the title.

You can view changes by downloading CSV reports from the Activity Tracker. Though there isn't a single report for all of the Recipe templates, you can download individual reports for all of the templates included in the Recipe. All operations that are part of a Recipe will be checkmarked in the Recipe column of the table.

1. The operations are listed in reverse chronological order. The Recipe row appears below the templates.
2. The Recipe's Run ID will help you determine which are the related template operations. 
3. You can see what templates are a part of which Recipe by hovering over the Recipe checkmark. This will display the Recipe's Run ID.
4. To download the template reports, click the respective template Run IDs.