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Insycle: Deduplicate, Match, Import, Cleanse your Salesforce data in one place

The modern way to organize, cleanse, and update customer data in Salesforce

Overview

Automate and mass merge duplicates, lead to account matching, data cleansing & normalization, importing CSV data to compare and append - Insycle enables business teams to automate the data maintenance process and spend less time on mundane data work.

See How Insycle: Deduplicate, Match, Import, Cleanse your Salesforce data in one place Works

Merge Duplicates ● Find duplicates using any standard or custom field ● Flexible matching rules to find the most duplicates ● Control the master record and field selection ● Preview changes before they go live ● Mass merge and automate the process
Lead to Account Matching ● Flexible rules to match leads to accounts ● Handle inconsistent data ● Link child to parent accounts ● Preview changes before they go live ● Mass link and convert leads ● Automate the process
Standardize and Format ● Standardize any free-text field ● Names, job titles, industries, addresses, phones. ● Map inconsistent data values. ● Standardize picklists ● Utilities: extract name from email, remove middle name, split values, copy & move
Import ● Import new records using flexible matching ● Compare CSV to existing records ● Enrich existing records by updating, appending ● Format CSV data before importing ● Add leads and contacts to campaigns on import ● Append CSV data to existing
Cleanse & Declutter ● Find (and fix) low quality-data ● Identify records with missing field data ● Find invalid field data ● Purge outdated and low-value records ● Automate these processes
Mass Update ● Mass update any field ● Map from one field to another ● Conditional updates based on existing data ● Mass assign, clear, delete ● Convert free text to picklist
Collaborate ● Invite unlimited users at no cost ● Advanced permissions on a per-module basis ● Share any report with colleagues ● Link to templates to share ● Create defined processes ● Filter, export, and share data easily
Track Data Health & Activity ● Track data quality in the Health Assessment ● By category: incomplete, low-quality, duplicate, etc. ● View counts of specific issues ● Customize to track unique issues ● Daily tracking, compare to previous time periods
Automate ● Schedule templates daily, weekly, and monthly ● Automate ongoing data management tasks ● Bundle templates into recipes, and schedule in order ● Spend less time on data management tasks

Pricing: https://www.insycle.com/pricing/ ● Starter: $1/month, per 1,000 records ● Growth: $1.50/month, per 1,000 records. ● Professional: $2.00/month, per 1,000 records. Always Included: ● Health Assessment ● Data Analysis ● Alerts ● Data Collaboration ● Data Exports ● Activity Tracker ● Automation Unlimited: ● Users ● Usage ● Operations Add-Ons: ● Audit Trail and History ● Personalized Onboarding Testimonials: ● "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." – Thomas Parisi, C.I.O. / C.T.O. at Stonehenge Management ● "Insycle makes updating our data and keeping it clean so much easier, I don't think I could live without it now!" – Caroline German, Sales Team Lead at Kinnek ● "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." – Kaitlynn Sirotkin, Digital Marketing Manager at DRIVIN