One
$CALC
month
PICK ONE MODULE
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Link, Convert. Build workflows for common tasks. Purge low-quality data automatically. Account-Based Marketing: Link people and companies by any field. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ALWAYS INCLUDED
Health AssessmentAutomatically detect & monitor 30+ common data issues in your CRM. Keep track of your data health over time, share data cleanup progress. Align your Sales, Marketing, Support teams with clear standards and defined processes, enabling everyone to know what is expected of them. Define clear data goals with visibility into your problems and a clear plan.
Data AnalysisUse advanced filtering options to segment and analyze your CRM data. For example, Email is Free Provider (Gmail, Hotmail, etc.), Job Title is CXO (CMO, CIO, CFO), Located in a particular region using Zip code rules. Case sensitive or case insensitive. Use regular expressions to find names with just one letter or symbols, invalid phone numbers, and others.
Alerts and NotificationsDefine business validation data exceptions and get automatic alerts. Receive email notifications with CSV reports about data management operations made through Insycle. Customize notifications messages and send them to your team.
Data CollaborationInstead of emailing spreadsheets that can get outdated quickly, share links to templates and updateable data views with your team and work together directly on the same filtered records, fields, and sort order.
Data ExportsAutomate CSV export generation and deliver exports to those who need it. Include a custom email message. Make sure that recurring exports always contain the latest data. Collaborate with your teams and improve data maintenance processes.
Activity TrackerTrack and review all data changes made through Insycle in one place. Report success and failed counts and a breakdown of updated, created, deleted, unmodified records count.
AutomationAutomate data maintenance tasks to keep your CRM neat at all times.
ADD-ONS
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
Personalized OnboardingWeekly meetings in the first month and monthly meetings thereafter to assist with product training, team adoption, process planning, and data management best practices.
UNLIMITED
Users
Usage
Operations
SUPPORT
Chat & Email
Help Center
Customer Success Manager
Two
$CALC
month
PICK TWO MODULES
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Link, Convert. Build workflows for common tasks. Purge low-quality data automatically. Account-Based Marketing: Link people and companies by any field. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ALWAYS INCLUDED
Health AssessmentAutomatically detect & monitor 30+ common data issues in your CRM. Keep track of your data health over time, share data cleanup progress. Align your Sales, Marketing, Support teams with clear standards and defined processes, enabling everyone to know what is expected of them. Define clear data goals with visibility into your problems and a clear plan.
Data AnalysisUse advanced filtering options to segment and analyze your CRM data. For example, Email is Free Provider (Gmail, Hotmail, etc.), Job Title is CXO (CMO, CIO, CFO), Located in a particular region using Zip code rules. Case sensitive or case insensitive. Use regular expressions to find names with just one letter or symbols, invalid phone numbers, and others.
Alerts and NotificationsDefine business validation data exceptions and get automatic alerts. Receive email notifications with CSV reports about data management operations made through Insycle. Customize notifications messages and send them to your team.
Data CollaborationInstead of emailing spreadsheets that can get outdated quickly, share links to templates and updateable data views with your team and work together directly on the same filtered records, fields, and sort order.
Data ExportsAutomate CSV export generation and deliver exports to those who need it. Include a custom email message. Make sure that recurring exports always contain the latest data. Collaborate with your teams and improve data maintenance processes.
Activity TrackerTrack and review all data changes made through Insycle in one place. Report success and failed counts and a breakdown of updated, created, deleted, unmodified records count.
AutomationAutomate data maintenance tasks to keep your CRM neat at all times.
ADD-ONS
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
Personalized OnboardingWeekly meetings in the first month and monthly meetings thereafter to assist with product training, team adoption, process planning, and data management best practices.
UNLIMITED
Users
Usage
Operations
SUPPORT
Chat & Email
Help Center
Customer Success Manager
Business
$CALC
month
ALL MODULES
Merge DuplicatesFind and merge duplicates in bulk. Flexible rules for picking the master. Choose between exact, similar, or fuzzy matching on entire or partial. CSV report of duplicates and master. Preview changes before they go live. Automate the deduplication process.
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Link, Convert. Build workflows for common tasks. Purge low-quality data automatically. Account-Based Marketing: Link people and companies by any field. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ALWAYS INCLUDED
Health AssessmentAutomatically detect & monitor 30+ common data issues in your CRM. Keep track of your data health over time, share data cleanup progress. Align your Sales, Marketing, Support teams with clear standards and defined processes, enabling everyone to know what is expected of them. Define clear data goals with visibility into your problems and a clear plan.
Data AnalysisUse advanced filtering options to segment and analyze your CRM data. For example, Email is Free Provider (Gmail, Hotmail, etc.), Job Title is CXO (CMO, CIO, CFO), Located in a particular region using Zip code rules. Case sensitive or case insensitive. Use regular expressions to find names with just one letter or symbols, invalid phone numbers, and others.
Alerts and NotificationsDefine business validation data exceptions and get automatic alerts. Receive email notifications with CSV reports about data management operations made through Insycle. Customize notifications messages and send them to your team.
Data CollaborationInstead of emailing spreadsheets that can get outdated quickly, share links to templates and updateable data views with your team and work together directly on the same filtered records, fields, and sort order.
Data ExportsAutomate CSV export generation and deliver exports to those who need it. Include a custom email message. Make sure that recurring exports always contain the latest data. Collaborate with your teams and improve data maintenance processes.
Activity TrackerTrack and review all data changes made through Insycle in one place. Report success and failed counts and a breakdown of updated, created, deleted, unmodified records count.
AutomationAutomate data maintenance tasks to keep your CRM neat at all times.
ADD-ONS
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
Personalized OnboardingWeekly meetings in the first month and monthly meetings thereafter to assist with product training, team adoption, process planning, and data management best practices.
UNLIMITED
Users
Usage
Operations
SUPPORT
Chat & Email
Help Center
Customer Success Manager
Enterprise
Custom
year
ALL MODULES
Merge DuplicatesFind and merge duplicates in bulk. Flexible rules for picking the master. Choose between exact, similar, or fuzzy matching on entire or partial. CSV report of duplicates and master. Preview changes before they go live. Automate the deduplication process.
Transform DataStandardize and format names, job titles, industries, addresses, phones, websites, URLs, and any other values. Map inconsistent field data values. Data utilities: extract name from email, remove middle name, split values, copy & move across fields. Preview changes before they go live. Automate the process.
Magical ImportCompare CSV to existing records. Deduplicate using any CRM field. Cleanse, format, and standardize CSV data before it hits your database. Choose between update, append, or overwrite mode when importing. Reconcile and sync external systems. Validate picklists values pre import. Bulk update records as part of import. Use templates to streamline the import process.
Bulk OperationsBulk Update, Delete, Link, Convert. Build workflows for common tasks. Purge low-quality data automatically. Account-Based Marketing: Link people and companies by any field. Preview changes before they go live. Automate the bulk process.
Cleanse DataExplore database to understand which fields are being used, how many different values each field has, and review breakdown of values. Identify inconsistent job titles, state, country, industries, and other fields and standardize underlying values. Migrate from freetext to picklist types. Consolidate redundant fields.
Group & UpdateCreate updateable reports for analysis and updates, instead of exporting to Excel and importing the data back. Group records by any field to see counts and stats by bucket, for example, deals by owner and amount. Drill down to underlying data records. Bulk update or delete data in buckets. Re-assign owners, prepare weekly reports, slice & dice by any field.
Grid EditStreamline data edits and corrections using simple inline edit – Excel style. Update any field, including reference, picklists, and rich text fields (e.g., Opportunity’s “Description” field). Define templates with filters, layouts, and sort order and share them with your team for data collaboration.
Data ValidationIdentify records with incomplete data required for lead scoring, qualification, and internal business processes. Share data exceptions with your team and and collaborate on fixing them. Increase rep productivity by reducing the number of hard validation fields. Streamline data entry using simple inline edit – Excel style.
ALWAYS INCLUDED
Health AssessmentAutomatically detect & monitor 30+ common data issues in your CRM. Keep track of your data health over time, share data cleanup progress. Align your Sales, Marketing, Support teams with clear standards and defined processes, enabling everyone to know what is expected of them. Define clear data goals with visibility into your problems and a clear plan.
Data AnalysisUse advanced filtering options to segment and analyze your CRM data. For example, Email is Free Provider (Gmail, Hotmail, etc.), Job Title is CXO (CMO, CIO, CFO), Located in a particular region using Zip code rules. Case sensitive or case insensitive. Use regular expressions to find names with just one letter or symbols, invalid phone numbers, and others.
Alerts and NotificationsDefine business validation data exceptions and get automatic alerts. Receive email notifications with CSV reports about data management operations made through Insycle. Customize notifications messages and send them to your team.
Data CollaborationInstead of emailing spreadsheets that can get outdated quickly, share links to templates and updateable data views with your team and work together directly on the same filtered records, fields, and sort order.
Data ExportsAutomate CSV export generation and deliver exports to those who need it. Include a custom email message. Make sure that recurring exports always contain the latest data. Collaborate with your teams and improve data maintenance processes.
Activity TrackerTrack and review all data changes made through Insycle in one place. Report success and failed counts and a breakdown of updated, created, deleted, unmodified records count.
AutomationAutomate data maintenance tasks to keep your CRM neat at all times.
ADD-ONS
Audit Trail and HistoryTrack and review all data changes made through Insycle in one place. Download CSV report which includes the “before” and “after” values of any data update made through Insycle. Direct access to history of all operations available at any time.
Workflow AutomationIntegrate Insycle into your CRM workflows using Webhooks. For example, run Insycle to cleanse, format, and deduplicate contact record immediately when a visitor fills out a form, and before the welcome email is sent out.
Personalized OnboardingWeekly meetings in the first month and monthly meetings thereafter to assist with product training, team adoption, process planning, and data management best practices.
UNLIMITED
Users
Usage
Operations
SUPPORT
Chat & Email
Help Center
Customer Success Manager
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.``
In response to the COVID-19 situation and the hardships that our customers and community are facing, we are announcing a number of changes to our plans and policies to help you weather the storm. Learn more.
Frequently Asked Questions
What is included in the free trial?
We offer a self-service free trial. Simply fill out the short form, then click to connect with the relevant app and you'd be logged in instantly. No manual steps are required.
The free trial includes all the modules, usage limits apply. During the free trial you may update, cleanse, merge up to 500 records.
Canceling the free trial is also self-service. At any time you may login and remove all your data from Insycle's infrastructure immediately.
What counts as a record?
Our plans are based on the total number of records in the apps that are connected to Insycle.
You can review your counts in Settings - Sync Status. Specifically, here are the record types that are included in the count:
HubSpot: Contacts, Companies, Deals
Intercom: Leads, Users, Companies
Mailchimp: Contacts
Marketo: Leads, Companies, Opportunities
Pipedrive: People, Organizations, Deals
Salesforce: Accounts, Contacts, Leads, Opportunities
Yext: Locations, Assets
Zendesk: Tickets
Custom Objects are other Standard Objects are optional add-ons.
How is the monthly price calculated?
The monthly price is updated automatically every month. It is calculated based on the total number of records in the apps that are connected to Insycle.
The price can go up when records are added to your CRM, and down when you remove redundant records, yet another reason to keep your database neat.
For an estimated plan cost, adjust the pricing slider above to match the number of records in your database.
For the exact plan cost, log in and click ``Buy Plan`` on the top right corner under your name. You'll be presented with pricing options to complete the purchase.
Do I need to sign an annual contract?
The One, Two, and Business plans are month-to-month. There is no annual commitment and you may cancel your plan at any time.
You can choose to pay annually, we offer a 20% discount for plans that are paid annually.
Enterprise plans are annual.
How can I cancel my plan?
You may cancel your plan at any time directly using the Customer Portal.
How can I manage my plan?
You can review past invoices, manage billing, change credit card, or cancel the subscription at any time directly using the Customer Portal.
How many users are included?
All plans include unlimited users. See How to add users and team members to Insycle.
How many operations or updates are included?
All plans include unlimited usage and unlimited operations (update, merge, delete, create, etc.)
Can I connect sandbox instance?
Yes, check out the step-by-step instructions for connecting your Salesforce Sandbox or HubSpot Sandbox database.
Who uses Insycle and for what purpose?
Sales Operations and Salesforce administrators use Insycle to cleanse data, import data, implement sales processes, and to prepare data for reports and BI.
Sales Reps and Managers use Insycle to streamline data capture and to manage their pipeline.
Marketers use Insycle to dedup contacts and companies, import and enrich data, and bulk update contacts' data to manage campaigns.
Customer Success Managers use Insycle to segment and manage users, analyze data, and import data.
What is Insycle's product category?
Insycle's category is data management. It's a broad category, specifically at Insycle we focus on the following areas:
Data quality: cleansing, standardization, formatting, deduplication, mapping.
Data operations: bulk operations, import, data analysis, data exploration, transformations, migration, reconciliation.
Data collaboration: enable teams to work better together on data management.
What alternatives exist and how is Insycle different?
The most common alternative is to export data to CSV, use spreadsheets and VLOOKUP or INDEX MATCH to manipulate data, and then import it back, a time consuming and error-prone process. Another alternative is custom development in-house using the platform APIs, a challenging, non-strategic resource allocation and costly adventure for ongoing maintenance. Lastly, there are some app-specific legacy tools available, mostly for Salesforce.
Unlike existing alternatives, Insycle is a modern tool that works directly on the data interactively, without the complexities of IDs and picklists. Insycle is a unified tool that works consistently across apps and is therefore the strategic tool preferred by IT executives.
How secure is Insycle?
Security is our top priority and we're committed to delivering secure services to our customers.
Insycle passed Salesforce AppExchange Security Review and has A+ SSL rating by Qualys SSL Labs.
All data is encrypted in transit and at rest using TLS 1.2 and AES256.
All data and servers are located in Google Cloud Platform data centers that completed ISO 27001, ISO 27017, ISO 27018, SOC 1, SOC 2, and SOC 3 certifications.
Learn more about Insycle Security and Google Cloud Security.
How does Insycle handle customer data?
Your data is used for the sole purpose of providing the Insycle service to you. Insycle does not integrate or share data with any third party. None of your data is aggregated, anonymized, or analyzed.
At any time you can login and remove all your data from Insycle's infrastructure immediately, self-service. For details read about managing data in the Help Center.
To learn more see our Privacy Policy and Terms of Service
How does Insycle satisfy GDPR?
Insycle is committed to complying with the EU General Data Protection Regulation (GDPR). Insycle is a data Processor on behalf of its customers (Data Controllers). For more details see our Privacy Policy.
Right to be Forgotten (Data Erasure): Insycle mirrors data stored in the cloud apps you use, deleting data from an app will result in automatic deletion of that data from Insycle. For example, deleting a Contact or Contact field in Salesforce will result in automatic deletion of that contact or contact field from Insycle.
Insycle processes data only in Google Cloud Platform which complies with GDPR. Insycle does not integrate or share data with any third party.
The Insycle product can help customers comply with GDPR by developing data inventory and field categorization. Use Insycle to explore your data and identify personal data fields.
Start Your Free Trial
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