Deduplicate, Cleanse, & Import in Salesforce
Identify and flexibly merge duplicates
Review potential duplicate records of any type, whether they’re matched by name, phone, or any other field.
Select the master, pick and choose values to use, and merge multiple duplicates with just one click. Child objects of the duplicates are re-assigned to the master.
Standardize fields easily with few clicks
Data is prone to inconsistencies because it’s captured by different people and via forms. It’s also imported from spreadsheets and integration systems which makes data management even harder.
Pick a field, see data variations, and bulk update to consistent values. Now data fit in buckets, and reports are more accurate and complete. For example, for Accounts standardize the Billing Country.
Bulk update records (Mass update)
Exporting data to CSV, manipulating it using VLOOKUP, and then importing back is a time consuming and error-prone process.
Instead use Insycle to bulk update the data directly and interactively, without the complexities of IDs and picklists.
Import new records or update existing one using smart matching
Need to enrich existing contacts or accounts with data from a spreadsheet? instead of the traditional wizard and batch job approach with Insycle you can interactively match, validate, map, edit, and filter, making data import a breeze.
Select a CSV file, pick any field to match new with existing records to avoid creating duplicates (email, phone, or any other), interactively map CSV columns to standard or custom fields, fix picklist validation errors, set owner simply by name, and then safely import the data.
Streamline accurate data capture
You and your reps need an easy way to collaborate on data and update it. Use a table to inline edit opportunities, tasks, and other records, one at time or many together.
Instead of creating a report, exporting, emailing to team, and editing one-by-one, try a different approach. Click to send an editable view to the team, and streamline accurate data capture.
Fix missing data values
Do you have incomplete or missing data? there’s an easy way to identify it and collaborate with the team on fixing it.
Drag-and-drop fields to see records with missing values. Then, inline edit or share a view with the team. They’ll see the same view and be able to edit it too.
For example, identify and fix Accounts with missing Industry or Billing Country.
Trusted by innovative companies - big and small
Caroline German
Sales Team Lead at Kinnek
``Insycle makes updating our data and keeping it clean so much easier, I don't think I could live without it now!``
Jack Matsen
Senior Account Executive at AdStage
``Insycle has helped our Sales team save hours on tasks that used to be done manually in Salesforce. This has increased our productivity 10-fold and helped us more accurately project growth.``
Jeremy Jeffers
VP of Customer Success at Untappd
``Since we started to use Insycle, it takes me no longer than 10 minutes to update data in Intercom for the week. It's easy to use and I can't see my life at work without Insycle. Keep up the great job guys!``
Kaitlynn Sirotkin
Digital Marketing Manager at DRIVIN
“We can now keep all of our data neat and tidy in both our HubSpot and Salesforce instance from one platform. As the sole administrator, this has saved me hours and hours of time. We've also been able to improve our reporting metrics, as I now trust the data more than ever before.”
Lily Rotter
Affiliate Marketing at SMS Assist
``Insycle is the must have companion to HubSpot! Insycle helps us merge duplicate companies and import new data to existing contacts easily and efficiently.``
Thomas Parisi
C.I.O. / C.T.O. at Stonehenge Management
``If your users need to edit data in batches Insycle will bring them much joy and save you so much time! For your admins, it is an unbelievable Salesforce utility tool.``