Insycle Product News Center

Hi there,

Have a bunch of bad or outdated association labels you want to eliminate in one simple action?

Insycle now allows you to remove and add association labels to existing associations using the "Existing" tab in the Associate module.

Hi there,

Now available in Insycle: same-object association in HubSpot.

You can now associate contacts to contacts, companies to companies (without being a child or parent company), deals to deals, tickets to tickets, and any custom objects you need to associate as well. Additionally, all associations include Insycle's full label control.

With full same-object association, you now have simple ways to keep track of relationships in your HubSpot CRM datbase.

Hi there,

We have big news! Insycle has launched our sharable templates.

By clicking the "Share" button at the top of a module screen, you can email the template to coworkers, or copy the share link to share with others.

If you share your template to someone in you organization, they will be automatically redirected to the database and template within your company's Insycle account.

If you share the link with someone outside of your organization — such as a consultant or client — the template will be duplicated and they will be able to open and use the template for their own connected databases.

Hi there,

We are pleased to announce that Insycle can now help you associate records based on existing associations of related records.

Imagine a scenario where you have a contact associated with a company, and that same company is also associated with a deal. The missing leg in this triangular relationship is the association between the contact and the deal. You need to ensure that this information is always at the fingertips of your sales team, who may interact with several stakeholders within a company in order to close a deal.

Now, Insycle can automatically detect these existing associations and help you find records that are missing links to related records.

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.