You need alerts when certain business data criteria are met in your CRM.

Maybe you want to know when a record is missing a critical field. Or you want to be alerted when a deal above a certain size enters your system.

With Insycle, you can set rules for flexible alerts and exports that keep you in the loop whenever data that meets specific criteria hits your CRM, and stay on top of your most important issues.

Summary

With Insycle, it is easy to create alerts and exceptions for specific criteria in your CRM using the Grid Edit module.

First, you set a filter that tells Insycle what fields and records that you would like to set alerts for, based on rules. Then you tell Insycle how often you would like the alerts to be generated, and they will be automatically delivered to the email(s) of your choice.

Step 1: Define Filter

Automatic alerts take place in the Grid Edit module. In Step 1, you filter our database down to only those records that you would like to be alerted about, based on rules.

Insycle offers numerous pre-built templates that you can select at the top of the screen, or you can build your own. For this example, we'll be building our own.

Let's say that we want to be alerted to deals that are currently open and are for greater than $20,000 on a weekly basis.

First, we select the "Deals" object at the top of the screen.

object

 

Then we set our filter. This is our filter:

filter

 

This filters your CRM down to only deals that are not closed and have an amount of greater than $20,000. Click the Search button and contacts that match your filter will show up just below the filter in the Record Viewer.

Additionally, you have the ability to choose what fields will be visible for each record that matches your criteria. Select the "Layout" tab.

layout

 

Here, you can add or remove fields from the Grid Edit module.

layout fields

 

With your filter set, a preview of the fields that match this filter will be generated at the bottom of the screen.

record preview

 

Here, you can view and select individual records using the checkbox next to the record.

When you are satisfied with your filter and want to save it, you can add it as a new template using the "+" button, and then save it using the save disk button.

template

 

Step 2: Schedule Alerts

With your Filter set, Insycle can now create alerts and generate exports for the slice of data that you have selected, based on your filter rules. These alerts will be delivered directly to the email addresses that you specify.

You can set up automated exports by clicking the Export button.

export

 

First, you'll be asked whether you would like the alert export to be in a brand new file or an existing file. Choose "New File."

file

 

Then, you set up the alert email notification. You can add recipients or add additional context to the message. The CSV export will be attached to this email whenever it is generated and delivered to any emails you provide in this step.

email report

 

Then, on the next screen, you can set up your automated alert schedule.

automation

 

Email alerts and exports can be generated on an hourly, daily, weekly, or monthly basis.

Data that matches your set filter will be automatically exported and emailed to you or your team on a set schedule, improving data collaboration and giving you the opportunity to keep an eye on the most important customer data with regular alerts.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows. 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.

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