HubSpot Custom Objects

The Merge Duplicates module can identify duplicate custom objects and merge them flexibly, in bulk. You set rules for determining the master record that other duplicates will be merged into—such as the first record created, record with the most email opens, or any other field.

Merging Duplicate Custom Objects with the Merge Duplicates Module

In the Merge Duplicates module, select the record type.

Set rules to identify duplicates.

Review and analyze the identified duplicates.

Establish rules that select the master record and specify which field data is retained.

Preview changes, then deduplicate your records in HubSpot.

Discover how to deduplicate HubSpot objects efficiently in bulk.

With Insycle, you can automatically detect relationships and associate HubSpot custom objects with contacts, companies, and deals in bulk. You can also add or remove multiple associations between any objects and select an association label. For example, you could associate two cars with the same representative.

If the records you want to associate are already in HubSpot, use the Associate app. To associate new records from a CSV while importing, use the Magical Import module.

Making Associations between Custom Objects and Other Records Using the Associate App

In the Associate app, select the record type.

Filter records down to those you want to associate.

Set rules for making the associations.

Preview and apply the changes to the CRM.

Learn more about associating HubSpot records.

Making Associations between Custom Objects and Other Records Using the Magical Import Module

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

In the Magical Import module, select the record type.

Upload the CSV file.

Review and adjust the field mappings, set the import mode, and set the matching criteria.

Set rules to make associations between CSV and CRM records.

Import the data with the specified associations to your CRM.

Learn more about associating records while importing from a CSV.

The Magical Import module lets you import custom object data with flexibility and consistency. You can explore, deduplicate, set up associations, cleanse, and standardize data before anything gets imported into your CRM.

Importing Custom Objects for Data in a CSV File in the Magical Import Module

In the Magical Import module, select the record type.

Select the CSV file.

Review and adjust the field mappings, set the import mode, and set the matching criteria.

Optionally, make formatting changes, bulk updates, associations, and other updates to the CSV data in Insycle before uploading it to HubSpot.

Then import the data.

Learn more about importing custom object records from a CSV file.

The Transform Data module includes dozens of pre-built functions to standardize data by copying, formatting, merging, extracting, mapping, or replacing values. Functions can be layered to make changes in a series of steps.

Formatting and Standardizing Custom Objects Using the Transform Data Module:

In the Transform Data module, select the object type.

Under Step 1, configure the filter to find records you'd like to update.

Under Step 2, set up functions that tell Insycle what changes to make to the identified records. In this example, the car make values will be formatted to all caps, and the dollar sign "$" character will be removed from the price field.

Preview the changes, then apply them to HubSpot.

Learn more about standardizing HubSpot data with the Transform Data module.

The Cleanse Data module allows you to analyze the variations in your custom objects, identify opportunities for standardization, and make quick bulk changes to your CRM.

Maintaining Clean Custom Object Data with the Cleanse Data Module:

In the Cleanse Data module, select the record type.

Explore fields and their properties for your custom objects.

Select a field and review record values and data variations across that field.

Select values to modify.

Specify what changes to make.

Apply the changes to the CRM.

Learn more about cleansing data.

Setting up automation for your data management tasks frees your team up to focus on more strategic tasks.

Insycle’s Recipes allow you to organize multiple Insycle templates into an automatable, multi-step data maintenance process. You can insert your Recipes directly into HubSpot Workflows for custom objects, contacts, companies, deals, and tickets.

For example, if a new custom object record is added to HubSpot, it could trigger a Workflow that sets off an Insycle Recipe. This Recipe could cleanse, format, and deduplicate the record data. Once it's complete, HubSpot will continue with the Workflow steps.

When you first connect your HubSpot database to Insycle, the fields for custom objects won't automatically be included in the sync. You need to specify what to include in Insycle on a field-by-field basis.

To select which fields you want to include between HubSpot and Insycle:

1. Navigate to Settings > Fields
2. Select your database and object type from the top menu
3. Review the list of fields and decide which you want to include
4. Toggle the Include control to the 'On' position (yellow = on, grey = off)

You must have an Admin or Owner user role to manage field inclusion.

Learn more about managing which HubSpot fields are included in your Insycle dataset.