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

This app save mi life

This is app save my life as a Salesforce Admin. We found this app because we needed to a tool that helped us to mass convert leads into contacts. This tool full fill this and a millines of other uses caes related to data management like. merge duplicates (even cross lead and contacts together), add name or surname based on the email, automate data management tool with flows... Highly recomended!

Best app of its kind that I've seen

All around great functionality and customizability. Was especially useful for our HubSpot/Salesforce integrated environment and extra-tricky duplicate record use cases. Provides everything we need at a very competitive price.

Insycle is an essential part of my admin and sales ops toolbelt.

Everywhere I go, I bring Insycle now. This tool makes automating and cleaning data easier than any other tool I've used. We use it to run periodic jobs to cleanse and update data in batches, create consistent data across records, convert and update leads, and hundreds of other tasks.

Saves potentially hundreds of hours.

This app has, not a word of exaggeration, saved me hundreds of hours in de-duplication and mass-updating effort. It is far easier for a lay-person to use than data loader, thanks to the clear and simple user interface. The grid-edit function which allows you to make quick bulk edits on an ad-hoc basis is a game changer for our team. The support team are absolutely fantastic too - very capable and friendly. I've never reviewed anything on the app exchange before, but I felt for the amount of time this tool has and will continue to give me back, it was the least I could do!

Data cleanup the easy way

Insycle allows the user to navigate between different modules and easily update/clean your data. Another amazing feature is being able to schedule these updates/cleanups at standard intervals to take the hassle out of remembering to do regular data clean-up tasks. Simply put, this is an amazing software for data maintenance. Every day I am able to clean up our salesforce data to ensure that our sales reps are working without duplicates, that objects are properly associated, and that accounts are properly distributed. Without Insycle, I would have to manually create CSVs and use Data Loader to do regular data maintenance. Insycle makes my life as a sales ops professional much easier to handle this CRM maintenance.

Easy to Use and Gets the Job Done

I have used this app and a couple of competitors, as well as Salesforce's native duplicate prevention rules, and I have to say Insycle is by far the most intuitive and efficient in helping normalize, deduplicate and cleanse our data. It's easy to set up templates with different jobs that you want to run once or schedule them to run automatically and you can monitor the state of your data throughout your journey so it facilitates discussions with your business users about improvements you've made to their marketing system or Salesforce data. We picked this app because they connect directly to Salesforce and other systems such as HubSpot and ZenDesk. Our SF org and HubSpot are very old and we did not actively work on data cleansing for a while so we needed an app that was easy to use and that could connect direclty to Salesforce and HubSpot. I am very pleased with it so far.

Data cleanup without exporting to Excel? Who could ask for more?

Insycle is a powerful and nimble tool that can help: identify and merge duplicate records, normalize data (how many variations of VP, Vice President, V.P. do you have in YOUR organization?!), and bulk update records with the fewest clicks and without ever exporting reports to Excel again. I don't know about you, but I cringe every time I need to perform a vlookup in Excel just to find and match up Salesforce records in preparation for a bulk data cleanup. This gem can help you tremendously. Oh...also, their customer support is fantastic!