Insycle Reviews & Product Details

That once it is set-up, it just runs in the background without any real maintenance from our side. It does its job in the background exactly as it should Review collected by and hosted on G2.com.

Its usability is not great - it looks complex when logging in and is not super accessible for new users. It seems expensive for the lower volumes that we deal with 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.

I use Insycle to merge duplicate company records in HubSpot and choose which record to keep, so I can preserve the primary record ID and avoid messing up our reporting. It’s super easy to use, with a simple UI that makes it easy to know where to go and what to do. Support and my account manager are easy to get in touch with and helpful. When I have issues or questions, they respond quickly and get me the correct answer. Review collected by and hosted on G2.com.

No dislikes stand out. Works really well for what I use it for. Review collected by and hosted on G2.com.

Duplicate merging in both sfdc and HubSpot Review collected by and hosted on G2.com.

It doesn't do fuzzy matching on names, just missing letters, etc. It also has a lot of trouble with similar Asian names like Ming and Ting, etc., marking those as duplicates when they are not. Review collected by and hosted on G2.com.

Clean and intuitive user Interface, easy to manage automations, good reporting. Tool itself it's worth it as well as support provided and learning materials. Review collected by and hosted on G2.com.

One of the automations is out of the box and can not be amended/disabled. Review collected by and hosted on G2.com.

I especially like Insycle's bulk operations capabilities. It stands out for me how it can scan the entire CRM to automatically identify data gaps such as missing, inaccurate, or inconsistent fields. The best thing is that it allows us to perform bulk merges of duplicate records based on custom rules, making large-scale data cleanup fast, efficient, and scalable. The ability to scan and surface data quality issues is extremely valuable because it gives us immediate visibility into where problems exist and how widespread they are. The surfaced insights help us quickly identify records with missing key fields, inconsistent formats, and potential duplicates, which we then resolve using bulk updates and merges. This directly improves tasks such as lead routing, segmentation, and reporting. The initial setup was super easy and very quick; we just needed to connect the CRM, and the rest was handled by Insycle. Review collected by and hosted on G2.com.

First, Insycle offers a wide range of features which can feel overwhelming at first and make it difficult to determine what to prioritize. Having more inbuilt templates for common data merge scenarios would make setup faster and easier. Review collected by and hosted on G2.com.

I like the amazing customer support from Insycle. I got some technical training as soon as I signed up, and the team has been super helpful and responsive during the entire process. The initial setup was pretty easy, especially with the good training videos available on the platform. Having the initial call with the team helped me figure out the solution for my particular client. I also find the automation for deduplication in HubSpot with more sophisticated rules than what HubSpot offers natively to be incredibly helpful. Review collected by and hosted on G2.com.

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The team is very helpful with following up on questions and ensuring the tool is being used properly. It's very simple to use, each step has video instructions for you to follow if you get lost as well. It has many different tools within the platform as well for different use cases Review collected by and hosted on G2.com.

There are a lot of hidden filtering options that I’m not fully aware of, and when I’m creating templates it takes a while to test everything and make sure it works properly. 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.

Insycle handles merging across multiple CRMs very well. We sync HubSpot and Salesforce and have found that duplicates in the system are very difficult to merge completely when it’s manual. Something is always left in one system or the other. With insycle, dupes can go away in bulk, with no stragglers in one CRM. Review collected by and hosted on G2.com.

While it’s no-code, there is a learning curve at the beginning to figure out the UI. It doesn’t take long, but an onboarding rep is important in that phase. Review collected by and hosted on G2.com.