Automation Fields Now Sync Automatically in HubSpot Integration

All fields used in Insycle templates and Recipes configured to run automatically in Update mode, or included in the Health Assessment, now sync automatically with Insycle. This ensures that your automated processes always have access to the necessary data, eliminating the need for manual field management.

In Insycle’s Settings under Fields, a new "Automation" column displays which fields are used in active automated Recipes and templates. These fields sync automatically and cannot be turned off, ensuring your automations run reliably. The manual 'Sync' toggle remains independent—if you don't manually enable it and later remove the field from your template, the field will stop syncing automatically.

For example, if you have an automated Recipe that updates contact lifecycle stages based on email engagement scores, both the "Lifecycle Stage" and "Email Engagement Score" fields will automatically sync to keep your automation running smoothly.

Or, if your Health Assessment tracks incomplete company records missing industry data, the "Industry" field will sync automatically to monitor data quality issues.

This enhancement reduces the need for manual field management while maintaining full control over which additional fields you want to sync for manual operations.

Learn more about managing field synchronization in HubSpot.