Automate Your Salesforce Deduplication

Deduplicate by any field • CSV Reports • Preview Mode • Bulk Merge

Insycle is a Salesforce AppExchange Partner

Identify Salesforce Duplicates Using Any Data Field

Are you tired of exporting .CSV files and using Excel functions and VLOOKUP to identify duplicates in Salesforce? Or trying to identify and merge them manually?

Insycle uses flexibile matching tech to identify, clean, and merge duplicate Salesforce contacts, companies, and deals in bulk, using any field (including custom Salesforce fields). Insycle can identify both exact-match and similar records, allowing you to find and fix more duplicate records.

  • Flexibly find duplicate contacts, organizations, and deals using any data field
  • Bulk merge records using flexible rulesets
  • Identify more duplicates by identifying similar, non-exact records
  • Maintain a single customer view for each contact or account
flexible deduplication
set master rules deduplication

Smart Merge Records in Bulk with Flexible Rules

Don’t worry about overwriting important Salesforce data or creating duplicates. With Insycle, you can set rules for determining the correct master record and pinpoint the exact fields that will be replaced during the merge.

With Insycle, you can identify and merge duplicates in bulk without worry.

  • Set simple rules for determining the correct master record
  • Filter lists of duplicate records to select specific duplicate records
  • Identify Salesforce duplicates using non-exact (similar) matching
  • Merge duplicates in bulk and preview changes before they go live

Merge Duplicates In Bulk or One At a Time

Insycle allows you to set rules and smart merge duplicate Salesforce records in bulk. But, you can also identify and merge records one at a time as well. You have complete control over the processes that you employ for identifying and merging duplicate Slaesforce contacts, companies, and deals.

  • Create custom rules for identifying & merging duplicates in Salesforce.
  • Bulk merge duplicates using rules to avoid overwriting data
  • Merge duplicates one-at-a-time or in bulk.
  • Preview all chagnes before they go live to avoid errors.
merge duplicate hubspot contacts
automate deduplication

Automate Salesforce Dedupe Processes for Any Record Type

Insycle not only makes it dead-simple to identify and merge duplicates in Salesforce, it allows you to run automated deduplication processes at regular intervals. You can setup your Salesforce deduplication engine to run daily, weekly, or monthly.

  • Schedule automated deduplication processes on a regular schedule.
  • Keep your Salesforce data free of duplicate contacts, companies, and opportunties.
  • Preview data changes from automated processes before they go live.
  • Allow your team to focus on the bigger data management picture.

Preview Saleforce CRM Data Changes Before They Go Live

In Insycle, you always have the ability to double-check your Salesforce data changes before they go live in your database. Before each process pushes the altered data to your database, you can inspect changes on a case-by-case basis to avoid unwanted data overwriting and alterations.

  • Preview Salesforce duplicate changes before they go live.
  • Make sure you aren’t overwriting important, critical data.
  • Easily collaborate with your team, Insycle allows unlimited users.
preview duplicate hubspot contacts
review duplicate contacts

Maintain a Single Customer View in Salesforce

Give your sales reps a full-picture view of your brand’s engagement with each customer. Insycle makes Salesforce deduplication simple and improves the customer experience throughout the pipeline.

  • Understand how each contact and lead have engaged with your company.
  • Inject more personalization into your Salesforce sales automation.
  • Help sales reps speak to prospects and close more deals.

Trusted by innovative companies - big and small

Caroline German

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

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

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

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

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

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.``



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