Insycle Reviews

One of the biggest challenges I've faced in years of working in sales operations and analytics is data hygiene (duplicates, formatting, consistency, etc). I wish I would have found Insycle sooner. From getting our data into a uniform structure to deduplicating contacts and leads, Insycle is our go-to for all things hygiene-related. Furthermore, their support team is a huge asset to our team with office hours and 1:1 meeting to review our platform and consistent use cases, we feel very supported by their team.

No downsides to note. All of our experiences with the product and team have been positive.

Insycle helps us to remove duplicate entries from our accounts, contacts, etc. It also assists us with the import process for new accounts, leads, contacts, etc., ensuring that we upload data in a consistent and uniform structure while avoiding duplicates.

What I like most about Insycle is their support. I appreciate how they have treated us and how they have onboarded us. Our customer success manager, Alyssa, has really gone out of their way to understand our business and needs, making sure we are set up as best as possible. I like how they are diligent and follow-up. I love how much time the automation saves us, and the reporting it gives allows us to show the return on investment as well as the return on effort. We're getting a lot of our time back, so it's not just about the money.

I think the UI could use a refresh. It could be a little bit more intuitive.

I use Insycle to streamline and automate duplicate review and management processes for over a million members, saving us time and effort.

I especially like Insycle's bulk operations capabilities. It stands out for me how it can scan the entire CRM to automatically identify data gaps such as missing, inaccurate, or inconsistent fields. The best thing is that it allows us to perform bulk merges of duplicate records based on custom rules, making large-scale data cleanup fast, efficient, and scalable. The ability to scan and surface data quality issues is extremely valuable because it gives us immediate visibility into where problems exist and how widespread they are. The surfaced insights help us quickly identify records with missing key fields, inconsistent formats, and potential duplicates, which we then resolve using bulk updates and merges. This directly improves tasks such as lead routing, segmentation, and reporting. The initial setup was super easy and very quick; we just needed to connect the CRM, and the rest was handled by Insycle.

First, Insycle offers a wide range of features which can feel overwhelming at first and make it difficult to determine what to prioritize. Having more inbuilt templates for common data merge scenarios would make setup faster and easier.

Insycle strengthens our data foundation by resolving duplicate records and inconsistent data, making reporting reliable and improving sales and marketing efforts. Its bulk operation capabilities help in efficient large-scale data cleanup and proactive problem-solving in our CRM.

I like the templates because they make it easy to get started and you can build on them to create rules for cleaning data. I primarily use automations the most, which really helps in our environment. The setup of Insycle was very easy, taking just minutes. I appreciate the ability to see workflows in preview mode without making changes in HubSpot, which lets you understand the tool's impact without risk. The Health Assessment Dashboards is also pretty useful as they summarize issues and show the workflows that are capturing them (and solving them). The video tutorials under five minutes are helpful, too.

I think some of the rule building is a bit complex for non-technical users. We had a business user trying to build their own rules, and the had a bit of trouble. I have a little bit more technical background, so I was easy to get through it. That's one area of recommendation that I would suggest; however, the tutorial/videos are good to support here.

I use Insycle to clean up HubSpot data, tackling duplicate contacts, poorly formatted information, and bad email addresses.

I like how Insycle automates large changes or tedious tasks that aren't really possible in HubSpot. It takes a lot of tedious work out of my standard workday, making it invaluable. Setting it up was very easy with a quick login to HubSpot, and it was ready to go.

Nothing at this time. Great service.

I use Insycle to clean data in HubSpot, solve naming structure issues, de-dupe, and automate tedious tasks. It removes tedious work from my day.

Insycle has been incredibly helpful for managing and cleaning up our HubSpot data. The deduplication features are flexible and powerful. We’ve been able to match and merge records using custom rules, and the preview function gives us peace of mind before making changes. It’s also great for standardizing field values and fixing formatting issues at scale. I especially like how easy it is to import data with CSV files compared to HubSpot’s native tools. You get much more control and transparency.

There’s a bit of a learning curve at first. Understanding how to build and reuse templates took a little time, and some of the interface elements aren’t super intuitive right away. That said, once you’ve gone through a few use cases, it becomes much easier to navigate. More in-app examples or template suggestions would definitely help shorten the learning process.

We were dealing with a messy HubSpot database full of duplicates, outdated formatting, and inconsistent field values. This made segmentation and reporting difficult, and it created frustration for the sales team. Insycle allowed us to clean all of that up without exporting and reimporting massive spreadsheets. The result is more accurate reporting, better deliverability for marketing emails, and less confusion for the team working in HubSpot every day.

I really like the ability to save and regularly run cleanup tasks in Insycle without having to recreate complex setups each time. It's great for creating standards for data cleanup. I also appreciate the ability to automate data cleanup and perform bulk updates on contact and company data. The ease with which Insycle integrates into our workflow, especially with HubSpot, helps us target dirty data efficiently. The initial setup was very easy, and it significantly improves our data management processes.

I think better support for built-in number formatting that includes international options would be an improvement.

I use Insycle for data cleanup in HubSpot, primarily automating deduplication and bulk updates. It helps create standards for cleanup without recreating complex setups each time.

Insycle is incredibly easy to use, with quick implementation and fantastic video resources that make getting started a breeze. The integration was seamless. It’s saved us hours of work by effortlessly merging HubSpot duplicates and cleaning up data across departments. Customer support is top notch, and we now rely on Insycle daily to keep our data accurate and our marketing effective. We would HIGHLY recommend.

One thing about Insycle that can be tough is the complexities with the parameters that need to be set. Sometimes the matching is broad and it can be tough to narrow down your selection to choose the correct master record and merge all duplicates.

The major problem that we have is dirty data and a plethora of duplicate records that need to be merged.

Insycle is easy to integrate with HubSpot, provides excellent data quality oversight and quickly identifies issues across our hundreds of thousands of records. It's significantly faster than other solutions we've evaluated. The platform includes well-designed setup templates that are easily customizable and can be automated for ongoing maintenance. We use it weekly to maintain data hygiene.

Beyond its ability to deduplicate HubSpot company records (even within HubSpot-Salesforce integrations), Insycle excels at data normalization and formatting. Throughout our experience, their support team has been exceptional.

The Insycle interface can be intimidating at first. The number of features may be daunting. This is where the CSMs can provide significant assistance during the onboarding process. I would like see some more capability to do operations together, like dedup and/or update records. Some of this required multiple operations. However, not a deal breaker.

Incycle is able to complement the bi-directional sync between HubSpot and Salesforce to help efficiently manage data.

In fairness there is a learning curve when you start using inscyle, but their onboarding team is very helpful.

When you have an active integration between HubSpot and Salesforce there are restrictions on the way you deduplicate company records in HubSpot. Incycle offers an effective solve for this with impressive filtering capabilities.