Create More Associations Using Multiple Comparison Fields

Hi there, We're happy to announce a new feature that allows you to use "Related Fields" when associating in Insycle, allowing to to accurately associate more records in your CRM.

For example, you can now match associations using an email domain field for contacts, to a Website URL/domain/additional domain fields for companies. Or a Phone Number field and a secondary phone number field.

Using Related Fields allows you to broaden your association templates and associate more contacts, companies, and deals.

You can setup Related Fields by clicking on the Associate tab in the Bulk Operations module, then Advanced tab.