Insycle Reviews

What do you like best about Insycle?The customizations for merges and complex associations. It let's me cut through the noise generated by HubSpot's in-app deduplication tool and find our duplicates while also having the ability to exclude certain records from merging. What do you dislike about Insycle? Recommendations to others considering Insycle?The associations tool really helps us with our complicated records that we cannot merge nor delete due to a backend sync. It lets us associate them as old records to the current record but also set properties to keep the old records out of the reps' pipelines.What problems is Insycle solving and how is that benefiting you?It's clunky and complicated to learn. It takes a good CSM to really help you get the most out of the features.

What do you like best about Insycle?Insycle does what it says. Once you understand the UI the deduplication logic is sound and the checks via exported csv file mean that nothing is being performed that you don't understand the reasoning behind. You always have a chance for manual review before actioning. I have never run into an issue when connected to HubSpot that I couldn't trace back to direct user error and uncover how to do it correctly the next time. No merge loops that go unexplained.What do you dislike about Insycle?The UI is terribly designed. And the delay when adding new custom fields to HubSpot and having them show up in Insycle to use as part of deduplication logic causes a painful lag.What problems is Insycle solving and how is that benefiting you?I primarily use it for deduplification because I can use Claude/Cowork to flag duplicates and primary records and merge that way OR I can use other field recognition for hierarchy of merging.

What do you like best about Insycle?Their suite of products is easy to use and straightforward to set up. In addition, the modules fit our use cases around data management and hygiene across all the systems it integrates with (Salesforce, HubSpot, etc.). Performance is excellent, and I can easily track it through the out-of-the-box weekly reports available in the platform. Their multi-year pricing provides good value for the product and the ROI from its usage. Our AE was instrumental during onboarding and the initial setup, and is consistently proactive about monitoring our usage and overall satisfaction.What do you dislike about Insycle?For now, nothing comes to mind about this.What problems is Insycle solving and how is that benefiting you?We use Insycle to maintain data integrity by managing duplicates and handling data transformation, cleansing, and updates, all configured as recurring scheduled tasks.

What do you like best about Insycle?My favorite thing is how customizable it is, specifically in regards to defining primary merge candidates.What do you dislike about Insycle?It's strength is also it's weakness. It's customization can at times become cumbersome and overwhelming. It's very finite, which makes it reliable, but also requires a clear vision from the user.What problems is Insycle solving and how is that benefiting you?It is helping us cleanup existing CRM data and setup up recurring cleanups to prevent future data from getting out of hand.

What do you like best about Insycle?Insycle handles merging across multiple CRMs very well. We sync HubSpot and Salesforce and have found that duplicates in the system are very difficult to merge completely when it’s manual. Something is always left in one system or the other. With insycle, dupes can go away in bulk, with no stragglers in one CRM.What do you dislike about Insycle?While it’s no-code, there is a learning curve at the beginning to figure out the UI. It doesn’t take long, but an onboarding rep is important in that phase.What problems is Insycle solving and how is that benefiting you?Duplicates - this helps all aspects of teams working in the CRM. Dupes cause all kinds of one-off issues.

What do you like best about Insycle?The team is very helpful with following up on questions and ensuring the tool is being used properly. It's very simple to use, each step has video instructions for you to follow if you get lost as well. It has many different tools within the platform as well for different use casesWhat do you dislike about Insycle?There are a lot of hidden filtering options that I’m not fully aware of, and when I’m creating templates it takes a while to test everything and make sure it works properly.What problems is Insycle solving and how is that benefiting you?Insycle is helping with identifying duplicate contacts/ companies and setting up a recurring duplicate match for our

What do you like best about Insycle?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.What do you dislike about Insycle?No downsides to note. All of our experiences with the product and team have been positive.What problems is Insycle solving and how is that benefiting you?Insycle helps us to deduplicate our accounts, contacts, etc. It also helps us with our import process for new accounts, leads, contacts, etc to ensure we're uploading data in a consistent, uniform structure and avoiding duplicates.

What do you like best about Insycle?The solution stands out for its ease of use and effectiveness.What do you dislike about Insycle?The fact that the support is only in English, or the fact that one can make automatic imports from a file with associated companies and contacts.What problems is Insycle solving and how is that benefiting you?It allowed me to reduce my number of duplicates.

What do you like best about Insycle?Insycle helped us significantly reduce the share of duplicates in our CRM, even in some complex cases. We use two CRM systems in the company, and the matches are often similar but not exactly the same. They offer a lot of features that let you tackle even the most difficult duplicate situations. What do you dislike about Insycle? Recommendations to others considering Insycle?Thanks to the automations and recipes, we’ve been able to keep our CRM systems clean even after the active deduplication phase was over. What problems is Insycle solving and how is that benefiting you?

What do you like best about Insycle?I like the amazing customer support from Insycle. I got some technical training as soon as I signed up, and the team has been super helpful and responsive during the entire process. The initial setup was pretty easy, especially with the good training videos available on the platform. Having the initial call with the team helped me figure out the solution for my particular client. I also find the automation for deduplication in HubSpot with more sophisticated rules than what HubSpot offers natively to be incredibly helpful.What do you dislike about Insycle?NAWhat problems is Insycle solving and how is that benefiting you?I use Insycle for deduplicating contacts and companies in HubSpot, automating this process with more sophisticated rules than HubSpot natively allows.