Insycle for HubSpot
Identify and flexibly merge duplicate companies or contacts
Review potential duplicate contacts or companies, 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. Contacts and deals of duplicates are re-assigned to the master.
Import new contacts or update existing ones, using smart records matching
Need to enrich existing contacts or companies 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 your HubSpot fields, fix picklist validation errors, set company and owner simply by name, and then safely import the data.
Standardize company and contact fields
Data is prone to inconsistencies because it’s captured by different people internally and externally. Data is 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.
Fix missing contact, company values
Do you have incomplete contact or company 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 contacts with missing phone, address, or company.
Edit contact, company data quickly Excel-like
You need an easy way to edit all the data. Use a table to inline edit company and contact, one at time or many together.
For example, assign company to contacts with the same domain, or add city and state to the contacts view and grid edit those.
Trusted by innovative companies - big and small
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.”
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