Insycle Product News 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.

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.