Records Managed

Connected Apps/Orgs






Up to 20,000




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Up to 100,000




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Up to 500,000




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Bulk Operations (Update/Delete)

Import Data (Upsert/Update)

Identify and Merge Duplicates 

Transform Data (e.g., Capitalize) 

Standardize and Cleanse Data

Grid Edit any Field (Inline Edit)

Collaborate using Editable Views

Explore Data Values

Find and Fix Bad Data

Aggregate Data

Custom Objects and Fields


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Dedicated CSM

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Frequently Asked Questions

How does the trial work?

Insycle is self-service product, once you connect an app with Insycle you're instantly logged in and the automated onboarding process starts.

Cancelling trial is also self-service, at any time you can login and remove all your data from Insycle's infrastructure immediately.

How many users are included in the price?

Insycle pricing is based on the number of records and the number of apps/orgs/instances connected. There's no limit on the number of users, everyone from your team is welcome to use Insycle at no additional charge.

What happens when I hit my data limit?

If you reach the record limit for a tier, you'll still be able use Insycle. We'll let you know about the overage and give you a grace period to remove data that's not required or find a plan that fits your needs.

Can I connect sandbox instance first?

Yes, some customers prefer to connect their Sandbox instance first. For step-by-step instructions for Salesforce Sandbox see here.

How many apps/orgs/instances can be connected?

You can connect as many apps/orgs/instances as you need and manage them all from the same Insycle instance. In Settings - Accounts click to add any additional account.

Do you have plans for marketing agencies or sales consulting firms?

Yes, please contact us for more details. You'll be able to use Insycle to manage all your customers databases easily and efficiently.

We also have a partner program.

Do I need to sign an annual contract?

No, the self-service plans are monthly, there's no annual contract and you can cancel the subscription at any time. Enterprise plans are annual.

Do you have a Customer Portal to manage billing?

Yes, you can manage billing, change credit card, or cancel the subscription at any time at the Customer Portal here

What counts as a record?

Only records that are being managed by Insycle are counted (records of the default types below, or records of custom objects that you choose to add). You can see the current count in Settings - Accounts

  • Salesforce: Accounts, Contacts, Leads, Opportunities
  • HubSpot: Contacts, Companies, Deals
  • Intercom: Users, Companies, Leads
  • Zendesk: Tickets
  • Yext: Locations, Assets
  • Marketo: Leads, Companies, Opportunities

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 cleansing, data quality, data import, bulk operations, data dedup, data analysis, data exploration, data standardization, and data collaboration.

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.

For more about Insycle Security read here. For more about Google Cloud Security read here.

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.

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