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.

Hi there,

Now, when setting your by-field data retention settings in the Merge Duplicates module, you can group related fields together to ensure data in each field is retained from the same source record.

For example, if you retain the country from the most recently updated record, you may also want to retain other address data such as the state, city, zip code, and street address from that same record.

This ensures that your data is consistent and accurate, and helps to eliminate situations where related fields may be pulled from multiple records during the merge, resulting in an inaccurate master record after the merge.

Hi there,

Have you ever had duplicates that were created by an integration and hard to identify using standard matching fields.

Now with Insycle, you can compare record creation timeframes to identify duplicates that come in through an integration and are duplicated in your CRM. Without looking at creation times for both potential duplicates, there may be no clear way to identify the records as duplicates.

With this feature, you can quickly identify potential duplicates that were created around the same time, to identify duplicates that come into your database from integrations.

Hi there,

Do you have a bunch of free-floating meetings, unassociated with the contacts that were in the meeting?

This causes consistent issues for companies using the meeting object, leaving a significant gap in the context and insights that companies can pull from meetings.

Now, you can associate HubSpot contacts to meetings directly in Insycle, ensuring that your sales and support teams always have the latest, most important context and can provide exceptional experiences.