Finding the right Insycle template is now easier with our new Favorites feature. You can mark your most frequently used templates as favorites to pin them to the top of the template list in each module for quick access.

Click the Favorite button (heart icon) in the template menu to pin a template to the top of the list. Your favorite templates will always appear first, making them instantly accessible whenever you need them.

For example, if you often use a specific template to deduplicate contacts by email domain, you can favorite it so it always appears at the top of your Merge Duplicates template list—no more scrolling through dozens of templates to find the one you need.

Note: When you favorite a built-in Insycle template, a copy is automatically created and pinned to the top of your list, allowing you to customize it without affecting the original.

Learn more about managing and using templates.

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.

The Bulk Operations module now includes new HubSpot and Salesforce enrollment capabilities that streamline your sales and marketing processes directly from your data management workflows.

Both features support automation and can be included in Insycle Recipes for hands-free operation, making your sales and marketing enrollment processes more efficient and consistent.

HubSpot: Enroll Contacts in Sequences

You can now enroll HubSpot contacts in sales sequences in bulk as part of your Bulk Operations workflows. Select a user with sequence access, choose your target sequence, and set the sender—either dynamically from each contact's owner or from a specific email address.

For example, you could filter for contacts with Lifecycle Stage = ‘Marketing Qualified Lead’ and Last Activity Date older than 30 days, then automatically enroll them in a re-engagement sequence sent from their assigned sales rep.

For more details, visit our HubSpot Bulk Operations Overview article in the Help Center.

Salesforce: Add Contacts and Leads to Campaigns

For Salesforce users, you can now bulk add contacts and leads to existing campaigns using the Bulk Operations module. Simply search for and select your target campaign, set the campaign member status, and apply the changes. This feature helps you quickly segment and enroll records in your marketing campaigns based on your filtering criteria.

For example, you could filter for leads in the ‘Technology’ industry with a Lead Score greater than 75, then add them to your ‘Q1 Enterprise Outreach' campaign with a status of ‘Sent.’

For more details, visit our Salesforce Bulk Operations Overview article in the Help Center.

You now have full control over which HubSpot fields sync with Insycle. This self-service feature makes it easy to select and prioritize standard and custom fields for syncing, providing clear visibility and control over your data integration.

Go to Settings > Fields to turn field synchronization on or off for each object type. The interface displays all fields from your HubSpot database, including their type, editability, and current sync status. Use the toggle to control synchronization for individual fields.

This can be helpful, for example, if you've created custom fields for territory management or lead scoring that you want to use for filtering and segmentation in Insycle. Just enable sync for those fields, and they will be available during your next overnight sync.

Key features include:

• Field limits: 100 fields per object type (150 for Enterprise plans).
• Protected fields: Critical fields used in automated templates, Recipes, or the Health Assessment are automatically kept enabled.
• Sync timing: Changes occur during overnight syncs, or contact support for immediate synchronization.

This allows you to focus on the most important fields for your workflows while maintaining optimal sync performance.

Learn more about managing field synchronization in HubSpot.

In Insycle's Activity Tracker, you can now filter operations by specific time periods using the new Start Date and End Date selectors.

Previously, you could only filter operations by object type, template name, or Run ID. Now, you can also filter in the Activity Tracker results to show only operations that occurred within your desired timeframe. Simply select your Start Date and End Date to focus on the exact period you need to review.

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This enhancement makes it much easier to audit operations from specific dates, track changes during particular campaigns or data cleanup initiatives, and analyze operational patterns over defined periods.

Learn more about using the Activity Tracker to access a complete audit trail and history of changes made through Insycle.

Insycle's Magical Import module now features AI-powered automatic field mapping to streamline your CSV import process.

When enabled, AI analyzes your CSV column names and automatically suggests appropriate CRM field mappings and matching criteria based on your data structure. This eliminates the manual work of mapping each column individually, particularly for standard fields like email, phone number, company name, and other common data points.

AI suggestions appear after your CSV loads, with automatically mapped fields ready to go and any unmapped columns clearly flagged for your review. You maintain complete control—review the AI suggestions and adjust any mappings that don't fit your specific needs.

To use this feature, ensure that AI is enabled for your object type in Settings > AI (requires at least a "Meta" level of access). If AI is disabled or unable to determine the appropriate mappings, you can still manually map fields.

This enhancement significantly reduces setup time for imports while maintaining the flexibility and data quality controls that make Magical Import powerful for complex data operations.

For complete, step-by-step instructions, visit our Magical Import Module Overview article in the Help Center.

In Insycle’s Associate app, you can add Selection rules to help identify the correct record to establish a relationship with if multiple potential matches exist.

Previously, all Selection rules had to match to be considered the right record.

Now, when you add multiple selection rules, the criteria are assessed sequentially, one at a time. If a record meets the first criterion, subsequent rules do not influence the selection. The first matching record is identified as the appropriate match, and no further rules are examined. If none of the rules determine the correct record, this results in a "Failed, Multiple target matches" result. No relationship will be created.

For example, if matching contacts to companies, you can set the first Selection rule as "Lifecycle Stage = Customer," and a second rule as “Number of Associated Deals = Highest.” If none of the companies have a Lifecycle Stage of Customer, it will proceed to evaluate the Number of Associated Deals values.

For complete, step-by-step instructions, visit our Link and Associate People to Companies article in the Help Center.

Currently, neither HubSpot nor Salesforce provides an automated way to prioritize active owners during the merge process. You'd need to verify owner status manually for each merge operation.

Fortunately, Insycle's Merge Duplicates module has two options that enable you to prioritize an active owner.

This can be helpful, for instance, if your sales team has undergone a restructuring and some former record owners have left the company. This feature ensures that when duplicate contacts are merged, the resulting record is automatically assigned to an active team member, not an inactive user who can't manage the relationship.

First, you can add a Master rule under Step 4 to instruct Insycle to select the record from each group with an active owner as the master record.

Add a rule with the following parameters:

• Field: Record owner
• Condition: active user

Second, you could create a Field rule to retain the owner who is an active user.

Add a rule with the following parameters:

• Field: Record owner
• Criteria: From record where value
• Condition: active user

Learn more about configuring data retention and master record selection.

Manually matching CSV rows to CRM records is tedious, as matches can vary by email, company, name, or location. Our new Matching Criteria feature streamlines this by allowing you to set a prioritized hierarchy of matching fields for automatic processing.

This upgrade makes CSV imports smarter, faster, and more adaptable to real-world data.

How It Works

• New "Matching Criteria" Fields: Replaces "Identity Field" in Step 2 of the import process.
• Multi-Criteria Matching: Set multiple rules (e.g., Email first, then Name + Company, then Name + Location).
• Automated Matching Flow: The system attempts the first rule, and if no match is found, it proceeds to the next, continuing until a match is made or all rules have been exhausted.
• Customizable Rule Order: Prioritize the most accurate matching criteria to improve results.

For example, you could use the following matching hierarchy for contact records:

1. Email address
2. First Name + Last Name + Company Name
3. First Name + Last Name + Phone Number

Why It Matters

• Saves Time – No more re-running imports manually with different criteria.
• Improves Accuracy – Matches records based on your preferred order of criteria.
• Greater Control – Adjust and reorder rules to fit your data needs.

For complete, step-by-step instructions, visit our Magical Import Module Overview article in the Help Center.

Integrating Insycle Recipes with Salesforce Flows lets you run your Insycle templates as soon as an event takes place in Salesforce, rather than waiting for hourly or daily automations to run.

You can insert your Insycle Recipes directly into Salesforce Flows for contacts, accounts, leads, opportunities, and custom record types.

For example, if a new contact record is added to Salesforce, it could trigger a Flow that sets off one or more Insycle Recipes. These Recipes could cleanse, format, and deduplicate the contact data, then assign an owner. Once the Recipes are complete, Salesforce will continue with the remaining Flow steps.

As a prerequisite to adding an Insycle Recipe into a Salesforce Flow, an Insycle user with the Owner role must enable the integration.

For complete, step-by-step instructions, visit our Integrate Insycle with Salesforce Flows article in the Help Center.