Insycle Reviews & Product Details

Insycle has transformed the way we manage and maintain our CRM data. One of the standout benefits is the ability to run complex queries quickly and frequently, which has significantly reduced both our tech spend and the hours of manual work previously required each day. We no longer need custom coding or developer support to cleanse and standardize data—everything can be done intuitively within the platform. What we especially appreciate is the flexibility to build in logic based on custom fields and set hierarchical rules that determine which records take priority during merges. This level of control ensures our data remains accurate, consistent, and tailored to our business needs. Our onboarding representative was great also! Review collected by and hosted on G2.com.

One challenge we've experienced with Insycle is the onboarding process. While they do provide a helpful starting Excel workbook to guide you on what to tackle first, it can easily become just another document that gets lost or forgotten in the day-to-day. We wish there were a centralized user portal that tracked onboarding progress and allowed us to actively manage and prioritize the features we want to set up. Having an in-platform setup checklist or interactive dashboard would make it easier to stay focused, organized, and accountable during the initial implementation phase. Review collected by and hosted on G2.com.

We needed to clean up dupliates in Intercom. We just connected Incycle, purchased a monthly subscription, and were ready to go to identify duplicates and clean them up. Pretty straightforward! Review collected by and hosted on G2.com.

The UI and usability could be a bit more intuitive, it's standard material design. But Insycle gets the job done, it's fine. Review collected by and hosted on G2.com.

Insycle is incredibly easy to use, with quick implementation and fantastic video resources that make getting started a breeze. The integration was seamless. It’s saved us hours of work by effortlessly merging HubSpot duplicates and cleaning up data across departments. Customer support is top notch, and we now rely on Insycle daily to keep our data accurate and our marketing effective. We would HIGHLY recommend. Review collected by and hosted on G2.com.

One thing about Insycle that can be tough is the complexities with the parameters that need to be set. Sometimes the matching is broad and it can be tough to narrow down your selection to choose the correct master record and merge all duplicates. Review collected by and hosted on G2.com.

Insycle is easy to integrate with HubSpot, provides excellent data quality oversight and quickly identifies issues across our hundreds of thousands of records. It's significantly faster than other solutions we've evaluated. The platform includes well-designed setup templates that are easily customizable and can be automated for ongoing maintenance. We use it weekly to maintain data hygiene.

Beyond its ability to deduplicate HubSpot company records (even within HubSpot-Salesforce integrations), Insycle excels at data normalization and formatting. Throughout our experience, their support team has been exceptional. Review collected by and hosted on G2.com.

The Insycle interface can be intimidating at first. The number of features may be daunting. This is where the CSMs can provide significant assistance during the onboarding process. I would like see some more capability to do operations together, like dedup and/or update records. Some of this required multiple operations. However, not a deal breaker. Review collected by and hosted on G2.com.

Insycle has been incredibly helpful for managing and cleaning up our HubSpot data. The deduplication features are flexible and powerful. We’ve been able to match and merge records using custom rules, and the preview function gives us peace of mind before making changes. It’s also great for standardizing field values and fixing formatting issues at scale. I especially like how easy it is to import data with CSV files compared to HubSpot’s native tools. You get much more control and transparency. Review collected by and hosted on G2.com.

There’s a bit of a learning curve at first. Understanding how to build and reuse templates took a little time, and some of the interface elements aren’t super intuitive right away. That said, once you’ve gone through a few use cases, it becomes much easier to navigate. More in-app examples or template suggestions would definitely help shorten the learning process. Review collected by and hosted on G2.com.

I appreciate Insycle’s ability to find duplicate contacts and companies, which has been beneficial for managing my HubSpot data. I also find the platform useful for bulk updating contacts and companies, especially for ensuring consistent formatting. Review collected by and hosted on G2.com.

I find the cost of Insycle to be incredibly high relative to the use case that I've been able to exploit. After over a year of use, I still feel uncertain about many of its functionalities and whether it has the bandwidth I initially thought it did. It seems to require more manual setup work than I had anticipated. Additionally, while it does help with finding duplicate contacts or companies, I sometimes feel it doesn't show as much detail as I was hoping for. Review collected by and hosted on G2.com.

One of the biggest challenges I've faced in years of working in sales operations and analytics is data hygiene (duplicates, formatting, consistency, etc). I wish I would have found Insycle sooner. From getting our data into a uniform structure to deduplicating contacts and leads, Insycle is our go-to for all things hygiene-related. Furthermore, their support team is a huge asset to our team with office hours and 1:1 meeting to review our platform and consistent use cases, we feel very supported by their team. Review collected by and hosted on G2.com.

No downsides to note. All of our experiences with the product and team have been positive. Review collected by and hosted on G2.com.

Insycle makes keeping our data clean and validated SO much easier. We have sales team members entering leads into the CRM, and the ability to bulk standardize and find/correct simple errors is a huge time saver. Review collected by and hosted on G2.com.

I do not find the Associate tool to be accurate or helpful, especially when many of our records are gmail or other free domain emails. Review collected by and hosted on G2.com.

Ease of use when you get comfortable with the tool is great. It has lots of customization capability for those hyper specific instances, but is also full of pre-fab solutions that allow you to take care of low-hanging fruit data formatting with automations. Previewing data changes prior to changing them is great for trialing configurations and recipes as well.

The team and support functions are great, from onboarding to future state preparation - They will ensure you get to know the platform. Review collected by and hosted on G2.com.

The platform can be seen as a little daunting at first. It is a very deep tool and offers a ton of possibilities. Because of this, keep your user/admin pool limited at start as to not overwhelm people who will not be in platform often.

The library of documentation and training will be your best friend. Use it and you will be alright. (and don't fear reaching out to support if needed!) Review collected by and hosted on G2.com.

Focusing more on the usage of Insycle with HubSpot it makes managing data in HubSpot way easier than with the in-house tools HubSpot provides. Some of the features Insycle has are available in HubSpot but they're a paid feature that costs hundreds of dollars more than Insycle. Review collected by and hosted on G2.com.

As with any third party tool connected to your CRM the biggest downside is not being able to use Insycle directly within HubSpot (other than integration within the workflow tool). Review collected by and hosted on G2.com.