Setup Guide

On the Login page, click the Login with... button for your CRM, and approve access. You’ll be re-directed to Insycle automatically.

Insycle uses Single Sign-On (SSO) for logins and installs, therefore there is no Insycle-specific username and password. Easy and secure 😊

When you sign up, your Customer Data Health Assessment starts generating automatically. When complete, you’ll gain a top-down view of your current data health with daily updates. The Health Assessment is able to identify more than 30 of the most common customer data issues and provide you with direct links to preloaded Insycle templates to fix them.

Getting Started

To get started using Insycle, please visit the Getting Started section of our Help Center. Here, you'll find articles that detail the basic features of Insycle and walk you through the process of getting started with your first operations.

Top Articles


Data Quality


Data Operations

If there's a particular area you're looking to tackle, let us know and we can point you in the right direction.