Data clutter and inconsistencies hurt productivity and harm the morale of your teams.
The Bulk Operations module helps 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 HubSpot CRM, bulk update data in any field, associate any record type, clear fields, and bulk delete records with the Bulk Operations module.
Use Cases
Sample Use Case: Bulk Associate Contacts, Companies, and Deals in HubSpot
How It Works
With Insycle's Bulk Operations module for HubSpot, you can declutter and purge low-quality data, bulk update data in your CRM, and associate contacts, companies, deals, and custom objects.
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
Using the module is simple. You filter your data using flexible 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.
HubSpot Record Types Supported
Insycle supports the following HubSpot record types:
- Contacts
- Companies
- Deals
- Custom Record Types
You can select the record type you would like to import at the top of the module screen.
HubSpot Multiple Associations & Labels
With Bulk Operations, you can associate contacts, companies, deals, and custom objects, in bulk and automatically. Insycle allows you to use any field in your database to match flexibly.
Insycle supports the latest HubSpot multiple associations and association labels. You can use Insycle to add or remove multiple associations between any object (including custom object and parent/child companies) and select an association label. For example, associate two companies with the same contact, label one company "primary" and the other as "agency."
Insycle also supports the ability to add or remove child and parent company associations and hierarchies, using rules, in bulk.
Learn More:
- Bulk Associate Contacts, Companies, and Deals in HubSpot
- Associate or Link Parent-Child Companies, Create Accounts Hierarchy and Relationships
- HubSpot Multiple Associations and Labels
Additional Email Addresses
Bulk deleting secondary email addresses in HubSpot is simple with Insycle's Bulk Operations module.
First, you filter your data down to the records that contain secondary emails. Then, you tell Insycle to clear the field and run the module. With just a few clicks, you've removed secondary emails from your contacts.
Learn More:
Multi-Select Checkbox Fields, Bulk Append & Subtract
Bulk updating multi-select picklists is critical for maintaining order in your CRM. Multi-select fields are often used for tracking things like interest in products, events attended, and other data that requires consistent updating.
The issue is that appending new data to existing multi-select checkbox fields in HubSpot requires that you re-import your historical data along with the new 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 in HubSpot.
Updating multi-select checkbox fields is simple. First, using the Bulk Operations module, you use rules to filter data down to those records that you would like to update. With the right records filtered, you can then append or subtract data from multi-select picklists in just a few clicks.
Learn More:
Preview Changes Before They Go Live
You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
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.
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.
Can Insycle handle multiple associations and labels in HubSpot?
Yes, Insycle is able to set multiple associations for HubSpot records. For more information, click here.
How can I identify companies created while associating (when checkbox selected) in the Bulk Operations module?
When a company has been created by Insycle, check the Company record property "Original Source data 2." This field populates with Insycle when Insycle has created the record.
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, including while using Bulk Operations.
Customer Data Health Assessment
The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in your data and fix issues by updating in bulk using Bulk Operations.
Additional Resources
Related Blog Articles
- Fix Stray HubSpot Contacts With Bulk Association — Connect Contacts to Companies and Deals With Complete Control
- How Insycle Solves Common Problems with HubSpot and Salesforce Integration
- Considerations for Using HubSpot’s Automatic Contact to Companies Association
- Salesforce ABM - Associating Leads and Contacts to Accounts
Related Help Articles
Additional Resources