Organizing and standardizing your data is a many-step process. A single field may have many changes and steps before the field is considered clean and usable. For instance, for the "First Name" field, you might do things like formatting for proper capitalization, removing symbols, removing whitespace, and removing last names from the field.
Multiply the many options for each individual field for every field in your database, and you can quickly see how the individual data maintenance processes can begin to add up.
Recipes fix this issue. With Recipes, you can organize multiple Insycle templates into a multi-step data maintenance process for automation, training, and organization.
How It Works
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 companies by name and domain name.
Recipes are a collection of templates, ordered into numbered steps, which can then be executed in succession. You can add pre-built or custom templates to a Recipe.
Then, that Recipe can be automated to run all of those templates one after another, in order, on a set schedule. Recipes can be used to organize your processes, train your employees, or for use in HubSpot Workflow automation.
To use Recipes, create your Recipe and add all of the relevant templates to it. Then, you can schedule that Recipe to run on a consistent, set schedule. Your templates will run one after another in the order that you set.
Step 1: Create a Recipe
You can view and create Recipes by selecting "Recipes" from the main navigational menu.
For example, here is a recipe for deduplicating contacts. This Recipe includes multiple templates that each match duplicate contacts in different ways.
To create a new recipe, click the + button in the upper right hand corner of the module screen.
Then, you'll be prompted to name your Recipe. Give it a name that will make it immediately recognizable and describe what the Recipe does.
Step 2: Add Templates
You can add Insycle's default templates or your own customized templates to a Recipe. To add a template to a Recipe, click the Add Template button.
Every Recipe can only deal with one object type. Once you choose a template, the record object (contact, company, deal) becomes the type for the entire Recipe. So if you add a contact template, you can only add other contact templates to the Recipe.
It is best practice to save after every added template. If you navigate elsewhere without saving, your changes will be lost. You can save by clicking the Save button in the module menu.
Step 3: Choose Mode and Schedule
Once you have added all of your templates, click the Review button. You'll be taken to Step 1, where you select the mode for your recipe.
Recipes are in Preview Mode by default. For a Recipe to work in automation it must be saved in Update Mode.
- Preview Mode: For analysis purposes, no data is modified. Sample CSV reports of all templates are generated.
- Update Mode: Data in your CRM will be updated.
In Step 2, you'll be able to customize the notification report delivered once this Recipe runs. In Step 3, you'll be able to schedule your Recipe to run on a set schedule.
Then click the Save button to save your settings for this Recipe.
Recipes and the HubSpot Workflow Automation
Insycle directly integrates Recipes into HubSpot Workflows as steps in the automation process.
In this example, Insycle will cleanse and deduplicate contacts, after they fill out the lead capture form, and before they receive the "Welcome" email.
To set up Workflows, you must enable the Recipe for use in HubSpot. You can do this by clicking the "Review" button on the Recipes page, and then in the third step, selecting the Workflow option.
To learn more, see Integrate Insycle with HubSpot Workflows.
Pre-Built Default Recipes
Your Insycle comes pre-loaded with numerous pre-built default Recipes for solving common related issues in one set process. These Recipes are comprised of a collection of pre-built templates.
Different platforms (like Salesforce, Intercom, Pipedrive, etc.) will have similar Recipes and underlying templates, but may differ in name based on differences in objects, field names, and data architecture in the respective CRMs.
Default Recipes will be tagged with "Created By Insycle" in the primary Recipe picklist.
You cannot make changes to a default Recipe or the underlying default templates directly. When you modify a default Recipe and save it, the template will be given a new name, following this convention "My [Template Name]".
You can view information about when your Recipes run in the Activity Tracker. The Recipe run operations are listed in the table.
However, you can not download a report for the actual Recipe operation. Instead, you can download individual reports for all of the templates included in the Recipe. To download those reports, you click the Run ID.
All operations that are a part of a Recipe will be check-marked in the Recipe column. You can see which templates are a part of which Recipe by hovering over the checkmark. This will display the Recipe ID, which you can then correlate to another listing in the Activity Tracker.
Related Blog Articles
Related Help Docs
- Automation & Manual Operations
- Integrate Insycle With HubSpot Workflows
- Customer Data Health Assessment