Insycle for HubSpot
Find and merge HubSpot duplicate contacts and companies
Find duplicates by any field(s) combination: phone, first and last name, address, date of birth, system id, or any other. Insycle will automatically surface the duplicates and enable you to bulk merge duplicates or to deduplicate manually – see the Help Center article.
Our article on the HubSpot blog: Data Duplication and HubSpot: Dealing With Duplicates and the Impact They Have on Your Business
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. See Help Center for more details.
Cleanse 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.
Bulk capitalize contacts’ first and last name
Have you ever received a “Hello FIRST NAME” email with the name all in caps? Well, there’s an easy way to fix that.
In Transform Data, select one or more fields, and for each field select an appropriate transform function, like capitalize, remove whitespace or digits, and others.
For example, select first and last name, address, or phone.
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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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