Managing a Pipedrive database is no small feat, especially when data clutter and inconsistencies start accumulating–affecting productivity, team morale, and your bottom line. Incorrect or useless data is more than just an inconvenience–it's a business obstacle that can balloon Pipedrive costs, diminish email open rates, and tarnish your brand’s reputation.
With Insycle’s Bulk Operations module, you can surface problem data and make bulk updates based on your defined criteria. You can add or remove values in multi-select fields, find and delete potential junk records, make straightforward "If value=x, set it to=y" changes, and more. The built-in templates, powerful filtering, and flexible actions create a smoother data management experience for your team.
Key Use Cases
- Declutter and Purge Low-Quality Data
- Bulk Update Values of Any Field
- Bulk Append and Subtract Values in Multi-Select Fields
- Bulk Delete Records
How It Works
The Bulk Operations module makes it easy to clear values, update fields, or perform deletions in bulk.
Powerful filtering options let you segment records to clean up problem areas, including low-value emails, invalid phone numbers, or any other troublesome attributes. Objects that meet these criteria can automatically be tidied up based on rules you create.
You can preview changes to ensure the operation runs as intended, then apply the changes to your live database. All these configurations can also be saved and automated, set to run automatically at regular intervals, putting your cleanup and update processes on autopilot.
Supported Pipedrive Items
Insycle supports Pipedrive people, organizations, and deals record types.
You can select the record type you would like to work with in the top menu of the module.
Step-by-Step Instructions
Navigate to Data Management > Bulk Operations.
Select the database and record type in the top menu. Then, explore the templates for an existing solution that may be close to what you need.
Each row in Step 1 is for a field you want to look at to determine whether to include or exclude an object from this task. With this filter, you're telling Insycle what records you would like to update.
In the below example, objects that have an Industry value of "Software" will be included in this bulk operation.
When you click Search, Insycle will list matching objects in the Record Viewer at the bottom of the page. If you make changes to the filter, you need to click the Search button again to refresh the viewer.
Now you'll tell Insycle what changes to make.
Under Step 2, make sure you are working in the Update tab. When this action is applied, previously existing data will be removed from the field.
- Select the relevant field you want to update from the Field Name dropdown.
- Under New Value, type the value you would like to update your selected field with.
- The Field Meta value provides information about the field type and is automatically populated by Insycle. This information will vary depending on the field type.
To add another field and make additional updates click the + Field button. You could create a backup of the original value by writing it in a custom field.
Preview Changes in the CSV Report
Now with the filters and update actions in place, you can preview the changes you are making to your data. It's important to verify that your fields are being updated as expected before those changes are pushed to your live database.
Under Step 3, click the Review button, then select Preview in the popup.
On the Notify tab, add any additional recipients who should receive the CSV (and make sure to hit Enter after each address). You can also provide additional context in the message subject or body.
On the When tab, click Run Now and select which objects to apply the change to (you could do All, but if you have a large number of records, you may just want to do a chunk for your preview), then click the Run Now button.
Insycle will generate a preview CSV and send it to your email. Open the CSV file from your email in a spreadsheet application and review the values for each row.
For each field you’ve set up to change, a column will appear for both (Before) and (After). This will let you know what you started with and what change will be made to Pipedrive.
If your results don't look how you expected, return to your filters in Step 1 and actions in Step 2 and try making some adjustments, then preview again.
Apply Changes to Pipedrive
If everything in your CSV preview looks correct, return to Insycle and move forward with applying the changes to the live Pipedrive data.
Under Step 3, click the Review button; this time, select Update mode.
On the When tab, you should use Run Now the first time you apply these changes to Pipedrive. If you have a large number of records, you may want to do a smaller batch to review the results in the CRM.
After you've seen the results in Pipedrive and are satisfied with how the operation runs, you can save your configuration as a template and set up automation so this transform operation runs on a set schedule. If you have several templates you'd like to run together automatically, you can create a Recipe.
Return to the Template menu at the top of the page and click Copy to save your configurations as a new version of the template you started with. Then click the pencil to edit your new template name.
Under Step 3, click the Review button, and select Update mode again.
On the Notify tab, select the send option appropriate for your automation: Always send, Send when errors, or Do not email.
Add any additional recipients who should receive the CSV (and make sure to hit Enter after each address). You can also provide additional context in the message subject or body.
On the When tab, select Automate, and configure the frequency you'd like the template to run. When finished, click Schedule.
You can view all your scheduled automations at any time on the Operations > Automations page.
With the Activity Tracker, you have a complete audit trail and history of changes made through Insycle, including processes run in Preview mode or data syncs. At any time you can download a CSV report that lets you see all of the changes that were made in a given run of the operation.
Navigate to Operations > Activity Tracker, search by module, app, or template name, then click the Run ID for the operation.
Advanced How-Tos
Multiple option fields are often used for tracking things like industry, region, job title, and other data that require consistent updating.
An issue can arise when importing new data to existing multiple-option fields in Pipedrive, which requires you to re-import your historical data along with the additional multi-select data. Adding new selections to existing selections without including those previous selections in the CSV, causes that data to be overwritten and lost.
Updating multiple-option fields is straightforward. First, using the Bulk Operations module, use rules to filter data down to those records that you would like to update.
With the right objects filtered, you can then append or subtract data from multiple-option fields in just a few clicks.
Learn more about bulk editing multi-select field values.
Frequently Asked Questions
You can update any field in your CRM that is writable using the Bulk Operations module. To see a full list of writable fields for each record type, use the Cleanse Data module.
Yes, the pre-existing data in the record will be overwritten by the bulk update. If you need this data for reference or restoration, it will be available in the CSV in the Activity Tracker.
Yes, you can use Insycle to delete data from any field in Pipedrive that is writable using the Bulk Operations module. Learn more about bulk deleting records.
Additional Resources
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