Insycle Product News Center

Duplicates aren't always easy to identify—sometimes the same person has multiple records with matching names and phone numbers but different email addresses (e.g., a personal versus work email). Or you might have companies with the same domain and other indicators showing they're the same organizations, but with differences in other fields.

In Insycle's Merge Duplicates module, you can now create sophisticated templates that identify duplicates even when certain fields exist but don't match, helping you catch variants and edge cases.

The new Values Don't Match condition lets you set up multi-phase deduplication workflows that target different duplicate scenarios without overlap.

For example, after running a template to merge contacts with identical email addresses, you can run a second template to catch duplicates with matching first name, last name, and phone number - but different email addresses. By setting the Email field condition to Values Don't Match, you'll only surface duplicate groups where the email addresses exist, but differ, automatically excluding the exact-match duplicates you've already merged.

Or, if you've already merged companies with identical names, you can create a follow-up template to find duplicates with similar names (like "A.B.C. Corp" versus "ABC Corporation") and other matching information. Use the Values Don't Match condition on the company name field to find only duplicates with different company names, skipping the exact matches you've already taken care of.

Check out these articles in our Help Center for more details:

• Deduplication Scenarios: Advanced Techniques for Duplicate Management
• Module Overview: Merge Duplicates

Insycle's Salesforce integration now includes enhanced security during the authorization process with PKCE (Proof Key for Code Exchange) implementation in our OAuth flow.

PKCE provides additional protection against token interception attacks and ensures Insycle meets Salesforce's updated security standards. This security enhancement works automatically in the background—no action is required from you, and all existing integrations will continue to function normally.

This upgrade reflects our ongoing commitment to maintaining the highest security standards for your data integrations.

Learn more about getting started with Insycle for Salesforce.

When running operations in Update mode, Insycle now displays an estimated duration in the confirmation dialog before you execute the operation. This helps you plan your work and understand how long data processing will take.

The estimate is calculated based on the number of records being processed, the complexity of the operation, and typical throughput rates.

For example, if you're about to merge 900 duplicate contacts, the confirmation dialog might show you an estimated time of approximately 2 minutes, allowing you to decide whether to proceed immediately or schedule the operation for a more convenient time.

This feature is available in Merge Duplicates, Transform Data, Magical Import, Bulk Operations, Cleanse Data, Group & Update, Assign, and Associate modules.

Learn more about data update speeds and throughput in Insycle.

When comparing website URLs in Insycle's Merge Duplicates module and Associate app, you can now choose to ignore the URL path—the part that comes after the domain.

This new option lets you focus on matching just the domain while ignoring everything that follows. For example, when comparing nytimes.com/puzzles/spelling-bee and nytimes.com/crosswords/daily-puzzle, you can now match these as the same website by ignoring the paths /puzzles/spelling-bee and /crosswords/daily-puzzle.

In the Merge Duplicates module: Use the Ignored setting to exclude URL Paths when identifying duplicates. For example, if you have multiple records for the same company with different regional URLs, such as servicepublic.fr/france-33/bouches-du-rhone-13 and servicepublic.fr/france-75/paris. Ignoring the URL path will treat these as duplicates of the same organization.

In the Associate app: When defining rules to match related records, select "URL Path" in the Ignored dropdown to exclude paths from comparison. For example, when associating contacts to companies, you can match contacts from perthur.com/us/western-region and perthur.com/uk/northern-region to the same parent company by ignoring their regional URL paths.

Learn more about finding duplicates and creating associations in Insycle.

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.