Deduplicate, Cleanse, & Import Intercom Users, Leads, and Companies
Customer Data Management Solution for Intercom
Insycle is a Plus Intercom App Store Partner
Deduplicate Users and Leads in Bulk and Automatically.
Tired of using complicated Excel functions and VLOOKUP to handle Intercom duplicates? Or Enlisting a developer to help you make API calls to merge records? Are you tired of spending time trying to figure out which duplicate record is the “right one” to keep? Duplicate Intercom records break the single customer view and make it difficult to engage with your customers with accurate context. Remove Intercom Duplicates
With Insycle, you can:
- Automatically detect duplicate Intercom users and leads
- Bulk merge duplicate records while maintaining your important data
- Catch more Intercom duplicates by identifying similar (non-exact) records
- Maintain a single customer view deliver better support experiences to customers
Add & Remove Tags In Bulk to Improve Segmentation & ABM
Tags are the primary data source for segmentation and filtering in Intercom. But you have to add them manually, one-by-one. Or you can enlist a developer to help you add or remove tags through the API. Insycle makes bulk Intercom tag management simple, allowing you to improve the organization and sortability of your Intercom database.
Insycle makes advanced tag management easy:
- Bulk link Intercom users, leads, and companies
- Match records together using any Intercom data field (even custom)
- Bulk add or remove companies
- Avoid taking time from developers to make API updates and calls
Cleanse Users, Leads, and Companies to Improve Personalization
Tired of editing your Intercom customer data by hand (or in Excel) to fix errors, typos, and standardize your data? Low quality data touches every step in the customer lifcycle, harming personalization, segmentation, and confidence among your team — leading to less frequent usage of the data.
With Insycle, you can identify common data issues in Intercom then fix those issues in bulk, or schedule them to run automatically at set intervals. With Insycle you can:
- Insycle’s Health Assessment analyzes your Intercom data to identify and fix common customer data issues
- Fix data issues in bulk in Intercom while avoiding complicated Excel functions
- Schedule automated Intercom cleansing processes on an hourly daily, weekly, or monthly basis
- Create custom data cleansing templates for unqiue data issues
Create Detailed Sharable Reports to Analyze Your Intercom Data
Intercom offers a limited number of report types with their account. But you want to dig deeper. With Insycle, you can create detailed reports using any field in your Pipedrive database. Then you can share those reports directly with your team, or even collaborate on them together.
With Insycle for Intercom, you gain a deeper understanding of your business.
- Advanced grouping allows you to create reports using any field
- Create updatable reports that change with your data
- Share your updatable reports with your teams
- Gain a top-down view of your Intercom data and operations
Import and cleanse CSVs without fear of creating errors and duplicate records
Have you ever imported a .CSV of users or leads into Intercom, only to find that you’ve created a long list of duplicates on accident? With Insycle, you’ll never have to worry about creating duplicates when you import, or importing low-quality error-ridden data into your Intercom database again.
With Insycle, you can:
- Cleanse import data before they are added to Intercom
- Avoid creating duplicate users, leads, or companies when you import
- Enrich your import data before it goes live
- Compare import records to existing records to avoid overwriting data
Automate Your Intercom Data Management
Identify common Intercom data issues using the Insycle Data Health Assessment. Or create your own custom templates to fix Intercom data problems that are unique to your situation. With Insycle, you can schedule any template that you create you create to run at regular intervals.
With Insycle, you can put your Intercom data management & cleansing processes on autopilot.
- Schedule Intercom data cleansing templates to run at set intervals
- Create custom templates to deal with Intercom data issues that are unique to your organization
- Avoid workign with developers to edit data through API calls
- Preview changes before they go live on Intercom
Preview Changes Before They Go Live
Review Intercom users, leads, and company data updates before they go live on Intercom. Ensure that all of your important data is retained. Run bulk data cleaning processes without worrying about losing your data.
Using Insycle, you’ll have a complete understanding of how certain changes will
- Preview Intercom data updates before they go live
- Undo any issues that you see in the preview
- Ensure no data is overwritten when updating or importing
- Collaborate with team members on Intercom data management
Trusted by innovative companies - big and small
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.”
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