We’ve added two new functions to the Transform Data module to help you compare values across two fields to determine whether the values are the same or different:

• Compare: Is Equal? (Exact), which searches for an exact match,
• Compare: Is Equal? (Related), which ignores capitalization differences and spaces before or after.

For example, you could use the Compare: Is Equal? function to check the First and Last Name fields for unhelpful data, such as someone entering their first name in both fields, like “Joe Joe”. If the values are the same, you could have Insycle clear the last name value.

Learn more about these functions and how to use them in the Compare: Look for Matching Values in Two Fields section of the Transform Data Function Catalog.

In line with HubSpot's recent updates to merging contacts, Insycle has upgraded two features in the Merge Duplicates module:

New Record ID for Final Merged Contact Record

When HubSpot contacts are merged, a unique Record ID is created for the new resulting merged record. This value will appear in the Master (After) row of the CSV report.

Special CSV messages for select HubSpot contact fields

When you include certain fields in Step 4, Master rules, a special message will appear in the Master (After) row of the CSV. These fields do not follow the standard merge logic, and the message indicates how HubSpot will determine the value. This applies to the following fields:

• Lifecycle Stage
• Number of Form Submissions
• Number of Unique Forms Submitted
• Marketing contact status
• Number of Pageviews
• Original Source
• Legal basis for processing contact's data

Learn more about these details in the Insycle <> HubSpot Merge Logic section of our HubSpot Specific Considerations.

Most CRMs lack an automated way to prioritize active owners during the merge process. You'd need to verify owner status manually for each merge operation.

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

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 efficiently merging duplicate records in your CRM.

Hi there,

We’ve added two date formatting options to the Transform Data module, letting you easily change date formats in both date fields and text or string fields to ensure consistency with other values in your database or maintain compatibility with other systems.

• Format: Date/Timestamp to MM-DD-YYYY
• Format: Date/Timestamp to DD-MM-YYYY

For example, if I have a ‘Contact Close Date’ field with dates like 2/10/21, I could use the ‘Format: Date/Timestamp to MM-DD-YYYY’ function to convert it to 10-02-2021.

Or, suppose I have an ‘Account Create Date’ timestamp value of “2024-05-07T01:09:30.273Z.” I can reformat this using the ‘Format: Date/Timestamp to DD-MM-YYYY’ option so it would be 05-07-2024.

Learn more in the Format: Ensure Data is Formatted Correctly section of the Transform Data Function Catalog.

Hi there,

HubSpot’s two new objects, courses and listings, are now supported in Insycle.

If your company uses HubSpot Course objects to manage customer training programs, certifications, or onboarding courses, you can use Insycle to:

• Deduplicate course enrollment records when customers are accidentally enrolled multiple times
• Link course objects to contact records
• Standardize completion dates, scores, or certification levels
• Automate the cleanup of incomplete or orphaned course records

If your company uses HubSpot Listing objects to manage real estate properties, rental inventory, or other location-based assets, you can use Insycle to:

• Bulk associate listings with their listing agents, seller contacts, or buyer contacts
• Standardize address formats across all listing records (e.g., "123 Main St." vs "123 Main Street")
• Identify and merge duplicate listings for the same property that may have been created by different agents
• Bulk assign listings to specific agents or teams
• Audit for incomplete contact associations (missing buyer/seller contacts)

Learn more about using Insycle with HubSpot.

Hi there,

Now, you can identify any record updated by Insycle using the "Insycle Run ID" field.

This field will receive a Run ID for any operation that has updated the record. The operation can be found in the Activity Tracker using the Run ID, where you can download the CSV from the operation.

Now, you have complete clarity over when Insycle updates your records and when they may have been updated by an internal user or through another integration, eliminating confusing situations that require time-consuming analysis.

Hi there,

When using the Magical Import module, you can now choose a Salesforce campaign to which you want to add newly imported Salesforce records.

Simply select the campaign to which you want the imported records to be added, along with the campaign member status.

By automatically adding newly imported records to campaigns, you can better segment your records while importing and cut time-consuming manual processes from your import tasks.

Hi there,

Now it's possible to edit, add, or remove "Additional Emails," in HubSpot.

Previously, tracking multiple email addresses for the same lead was messy, with all secondary emails thrown into the same "Additional Emails" text field, with no simple, straightforward way to add, remove, or extract individual emails from the field.

Now, when adding or updating multiple email addresses, you can use a semicolon to separate them. For example: "a@insycle.com;b@insycle.com."

With this improvement, swapping the "Primary Email" with one of the emails from the "Additional Emails" list is possible.

Hi there,

Now you have more control over how records are assigned to reps.

Using Insycle's Assign app, you can now set the total number of records assigned to a rep, as well the amount to assign per-rep for each template run.

This gives you even more control over workload balancing, allowing you to tailor rep assignments to your business needs.

Hi there,

Using the Customer Data Health Assessment just got even easier!

Now, you can right-click on Health Assessment templates, which will allow you to open them in a new tab. Previously, clicking these links opened the template in the same tab. Now you can use the health assessment to quickly open and run multiple templates without returning to the assessment.