Data clutter and inconsistencies hurt productivity and harm the morale of your teams.
The Bulk Operations module is designed to help you declutter and purge low-quality data and update your data in bulk. If you are tired of updating by hand or creating complicated Excel formulas, Bulk Operations can help.
Insycle helps you to declutter your CRM, bulk update data, link and associate companies, clear fields, and bulk delete records with the Bulk Operations module.
Key Use Cases
- Declutter and Purge Low-Quality Data
- Bulk Update Values of Any Field
- Bulk Clear Values From Field
- Bulk Assign Owner
- Link and Associate People to Companies
- Associate or Link Parent-Child Companies, Create Accounts Hierarchy and Relationships
- Bulk Delete Records
Sample Use Case Steps: Bulk Update Values of Any Field
How It Works
Using Bulk Operations, you can bulk update data in your CRM immediately and effortlessly.
Using Insycle, you can bulk update, clear values, associate records, or delete records. You can run in Preview Mode to ensure the operation runs as intended, then change to Update Mode to push the changes live to your database.
In Update mode, the changes are pushed to your live database immediately after the operation runs.
Summary
With Insycle's Bulk Operations module, you can declutter and purge low-quality data, bulk update data in your CRM, and link or associate companies.
Using the module is simple. You filter your data using simple rules, then update the data in bulk. Insycle offers many default templates to help you do things like removing role-based emails, associating records using any field, and identifying invalid phone numbers.
With Insycle, you can run deduplication processes in bulk, then automate the process using templates to keep your data consistent and uncluttered on a regular schedule.
Automation
You can automate bulk updates, field clearing, deletions, or associations to run on a set schedule. For instance, you may want to delete records automatically that enter your CRM but do not have an email.
You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating recipes directly into Workflows.
Frequently Asked Questions
Can Insycle bulk update data in my CRM?
Yes, you can use Insycle to bulk update your data. To learn more click here.
Can I use Insycle to bulk assign owners to contacts or accounts?
Yes, Insycle can help you to bulk delete records in your CRM using advanced rules. To learn more click here.
Can Insycle bulk update delete in my CRM?
Yes, you can use Insycle to bulk update your data. To learn more click here.
Can I associate records in bulk?
Yes, the Bulk Operations module gives you advanced ways to identify and associate contacts, companies, and deals. To learn more click here.
Additional Resources
Related Blog Articles
- Declutter Your CRM By Purging Low-Quality Data Automatically
- The Complete Guide to Bulk Updating CRM Data Without Using Excel
Additional Resources