Raising the bar for data quality in HubSpot CRM starts with knowing what you do or don't have in your database. For instance, identifying records that are missing key fields is a critical step in the data enrichment process.
Insycle makes it easy to identify fields in your HubSpot database that are missing critical data on a one-time basis or on a recurring set schedule so that you can always ensure that you are enriching the most important records in your database.
Sample Use Case: Validate Data Values
Insycle makes it easy to identify records with missing data in HubSpot.
Using the Data Validation module, you tell Insycle to look for records that are missing one or multiple fields in HubSpot CRM. Insycle will allow you to take a complete look at all of the records and export them, or in-line edit them directly in the Data Validation module.
Then, you can save your template and save time on future data validation tasks or even schedule regular checks and automated exports for records that are missing fields.
HubSpot Record Types Supported
Insycle supports the following HubSpot record types:
- Custom Record Types
You can select the record type that you would like to import at the top of the Data Validation module screen.
With your HubSpot Data Validation settings set up and running smoothly, you can then save your settings as a template. With a template, all of your settings are saved including field mapping, functions, import modes, etc.
Then, any time that you need to edit similar data and select the template, these settings will be automatically loaded, saving your time.
To create and save a new template, you click the “+” symbol on the right-hand side of the template banner.
After creating the template, you must save the template by clicking the save icon on the far right-hand side of the same menu.
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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