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.
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.
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.
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.
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