Hi there,

We are proud to introduce our newest RevOps Acceleration app — Assign.

The Assign app ensures that tasks are directed to the right teams or representatives, optimizing response times and customer engagement.

Advanced Granular Segmentation for Advanced Lead Routing — Segment incoming leads in advanced ways, using any field in your database as a variable in your lead routing efforts.

Advanced Rep Availability for Faster First Response Times — Set availability for each sales rep, including working hours and out-of-office days.

Rep Workload Balancing for Better Customer Sales Experiences — Consider rep workloads when assigning leads or tickets to reps.

Hi there,

Insycle proudly introduces new RevOps Acceleration Apps.

These are add-on apps to our standard plans. They take the data that you clean with Insycle to the next level by allowing you to use that data to automate critical business processes.

We currently have two RevOps Acceleration Apps, with more in the works. The two available apps are:

• Assign: A lead and ticket routing solution that includes advanced features such as deep granular segmentation, advanced rep availability settings, smart lead assignment and workload balancing, and full automation.
• Associate: An account-based marketing solution that allows you to associate any record with another in advanced ways, automatically. This allows you to ensure clear and consistent relationships between contacts, companies, and deals in your database.

Hi there,

We're excited to announce a new feature that expands the functionality of Insycle's Merge Duplicates module.

Now, you can specify whether certain matching fields are required to identify duplicates, if at least one record needs to have data in the field, or if the field can be blank entirely.

This is ideal if you have a field that you would like to use as a matching field, but do not necessarily need the field to be required. For example, maybe you would like to catch duplicates using the 'Phone Number' field, but know that many of your duplicate records may not always include phone number data. With conditions, you'd still catch those duplicates, but would not miss other duplicate records that do not include phone number data.

Hi there,

Now you can copy field data between deals in line items since line items mostly interface with the Deals object.

Additionally, Insycle now features a "Associated Deal ID" field on the line item object that you can include in your templates.

These are ideal because it allows you to ensure that you always have the field data that you need on the line item object.

For example, you could copy the "Amount" on the deal object to the "Quantity" field on line items.

Hi there,

Insycle has received an update, allowing you to create many-to-many associations for Hubspot Tickets using the Bulk Operations module.

Now, the same ticket can be associated to multiple contacts. Or, the same contact can be associated to multiple tickets.

This ensures that all of your tickets are appropriately associated with the right contacts, giving your support teams all of the context that they need to deliver an exceptional customer experience.

Hi there,

Insycle has received an upgrade to allow for deduplication when the "Contact to Multiple Accounts" setting is enabled in Salesforce.

Insycle is now able to remove redundant relationships automatically by shifting all records to the master record, so the merge process is successful.

This is ideal in situations where a duplicate might be related to multiple accounts, such as if they were a board member or consultant, for example.

Hi there,

Now you have even deeper control over how you merge duplicates with Insycle.

In the Merge Duplicates module, in the Conditions tab of Step 1, you can now select the condition When At Least 1 Record Match.

Using this condition, you can instruct Insycle to only ymerge a duplicate group when at least one record contains a specific value in a specific field.

For example, a popular use case for this condition comes from dialer software for sales teams. Often, when dialer software creates a new record in your CRM, they will use a generic email address for the contact, such as "placeholder@call.com."

This new condition allows you to safely merge duplicates when a duplicate group includes a record that was created by the dialer app, but ensures that you won't merge duplicate groups that do not contain a record that were created by the dialer app.

Hi there,

Insycle now offers deeper control over how you merge duplicates.

In the Conditions tab of Step 1, you can now select the "At Least One Record With Non-Empty" condition.

Using this, you can ensure that for that field, at least one duplicate record in the group needs to contain the field for the merge to take place for that duplicate group. If all records contained in the duplicate group have that field empty, the merge will not continue.

Hi there,

Enjoy more control over your company hierarchies in Salesforce, linking child and parent accounts in bulk or automatically on a set schedule.

You can bulk-link child and parent accounts using Insycle's Bulk Operations module.

This provides a new level of control over accounts and how they relate to one another in your Salesforce database, which is incredibly important for account-based marketing and sales.

Hi there,

When merging duplicates in Salesforce, you now have more control over how you retain data in specific fields.

Using the Fields tab in Step 4 of the Merge Duplicates module, you can combine and append all values from the merged records into the resulting master record.

This is excellent for notes fields, or any field where you want to retain all available data after the merge.