Deduplication is critical in Intercom for ensuring that support reps do not step on each other's toes and ensuring that customers have a great experience.
But rather than loading Insycle, sometimes you want the ability to quickly check for duplicates while engaging in conversations to ensure that you have the proper context.
Using Insycle's inbox app, you can check for duplicates directly in Intercom's Inbox with the Insycle Inbox app.
How It Works
The Insycle Inbox app can be installed directly on Intercom. Once installed, a button will appear on the right menu of support conversations.
When you click that button, Insycle will automatically check for duplicates. You'll be notified directly above the button whether or not Insycle found any duplicates. Additionally, you can click through to be directed to the appropriate template in the Merge Duplicates module to identify and merge duplicate Intercom contacts.
The Insycle Inbox app, once installed, adds a widget to your Intercom inbox to quickly check for duplicates in an open conversation.
You simply open the conversation, find the "Insycle Data Management" widget on the righthand side of the screen, and click the "Check Duplicates" button.
Then, Insycle will compare the contact in your currently opened conversation against other contacts in your database, and give you the option to merge.
Installing the App
Click here to search the Intercom app store for Insycle.
Once there, you will see the Insycle app on the listing page.
Navigate to the app listing page, then click the "Sign In to Install" button on the righthand side of the app listing page.
Follow the steps in Intercom, and you will add the Insycle inbox app to Intercom.
Using the App, Checking for Duplicates in Intercom Inbox
The Insycle deduplication inbox app is simple to use. With a conversation with a user open, look to the right side of your screen. There, you will see the Insycle widget, with the "Check for duplicates" button.
Click the button. Insycle will scan your database to see if it can find a matching duplicate record. The result will be displayed directly in the widget. If duplicates are found, you can open Insycle to deduplicate them.
To learn more, see Bulk Merge Duplicate People, Companies.
For situations where you need more granular customization for picking duplicate records to include - or exclude - from the deduplication process, or for picking the master record, and there are no common rules you can apply for all or some of the records, you can customize bulk deduplication using exclusions and pre-defined masters.
Separately, it is also possible to customize the merge logic behavior. For example, to instruct Insycle to copy values from field A to field B as part of the merge, or combine multiple fields into one. Customized merge logic requires an Enterprise plan. Please reach out via chat to discuss your specific requirements.
Preview Changes Before They Go Live
You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
You can schedule your Merge Duplicates templates to run on an automated, set schedule.
You can schedule your template directly in the Merge Duplicates module. You do this by clicking the Review button at the bottom of the module page.
Then, you go through a three-step process to run the operation. In the third step, you can choose the "Automate" tab, and schedule your template to run on a set schedule.
You can also schedule deduplication automation using Recipes, which are a collection of templates run together. You can view all scheduled automations on the “Automations” page on your dashboard.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Related Blog Articles
- Why Picking the Right Master Record is Critical in CRM Deduplication
- Hidden Duplicates: 11 Outside-of-the-Box Ways to Identify & Deduplicate Customer Data
- How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing
- Dealing With Duplicates and the Impact They Have on Your Business
Related Help Articles
- Module Overview: Merge Duplicates
- Customize Bulk Deduplication Using Exclusions and Pre-Defined Masters
- Salesforce Merge Duplicates Overview
- Deduplicate HubSpot Contacts, Companies, and Deals in Bulk
- Intercom Merge Duplicates Overview
- Pipedrive Merge Duplicates Overview
- Deduplicate Mailchimp Contacts in Bulk