--- title: Insycle Reviews meta_title: 'Insycle Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 209 reviews by the users' company size, role or industry to find out how Insycle works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 209 scale: '5' date_modified: '2026-08-09' parent_category: name: IT Infrastructure url: https://www.g2.com/categories/it-infrastructure --- # Insycle Reviews **Vendor:** Insycle **Category:** [Data Quality Tools](https://www.g2.com/categories/data-quality) **Average Rating:** 4.6/5.0 **Total Reviews:** 209 ## About Insycle Insycle is a powerful and intuitive solution that keeps your CRM data clean, accurate, and organized. Insycle integrates with HubSpot, Salesforce, Pipedrive, and more, giving users the power to achieve and maintain pristine customer data. Insycle centralizes data management processes, including deduplication, data standardization, data enrichment, and field management — all in a no-code environment. Insycle doesn’t just stop at cleaning your data—it empowers your entire team to make better, more informed decisions. Whether you’re a marketer segmenting your audience, a sales leader refining your pipeline, or an operations professional maintaining data hygiene, Insycle provides the comprehensive tools you need to keep your CRM data in top shape. For users with both HubSpot and Salesforce, Insycle is uniquely able to ensure the sync between the platforms doesn’t break as well as identify duplicates and inconsistencies and give you the tools to fix them in a few clicks. Insycle’s most-loved features include: Deduplication: Analyze millions of records in seconds and get a detailed report of all duplicates. Use flexible matching and bulk merging to quickly eliminate duplicates. And automatically avoid creating duplicates for new records. Data Standardization: Standardize data in any field and create your own processes and templates to solve unique standardization problems. Works on any CRM data field — across contacts, companies, and deals. Data Maintenance Automation: Automate your data-management processes with workflows. Use the CRM Health Assessment tool to run reports and identify data issues. Recognized for its ease of use, robust functionality, and outstanding customer support, Insycle is the go-to solution for businesses looking to eliminate data chaos, enhance data quality, and turn their CRM into a powerful, growth-driving asset — just check out our reviews! Go to www.insycle.com to get a 14-day free trial. ## Insycle Pros & Cons **What users like:** - Users find **Insycle's ease of use** exceptional, thanks to its customization, automation, and supportive resources for learning. (34 reviews) - Users appreciate Insycle's **data accuracy** , effectively eliminating duplicates and ensuring consistency for better data management. (23 reviews) - Users appreciate the **effective duplicate management** of Insycle, streamlining the cleanup of CRM data effortlessly. (21 reviews) - Users value the **seamless HubSpot integration** of Insycle, greatly improving data accuracy and efficiency. (19 reviews) - Users appreciate the **responsive customer support** of Insycle, ensuring quick assistance and a smooth onboarding experience. (18 reviews) - Time-saving (18 reviews) - Users appreciate the **automation features** of Insycle, enhancing data management efficiency across platforms like HubSpot and Salesforce. (17 reviews) - Data Cleaning (17 reviews) - Helpful (17 reviews) - Features (15 reviews) **What users dislike:** - Users find the **learning curve steep** , making the platform initially daunting and complex to navigate effectively. (16 reviews) - Users find the platform **not user-friendly** , with a steep learning curve and a complex interface deterring usage. (13 reviews) - Users find Insycle **expensive** , especially for larger HubSpot accounts with high record counts affecting value. (8 reviews) - Users struggle with the **complexities of parameters and confusing UI** , making the experience less efficient and frustrating. (8 reviews) - Users find the **user interface not intuitive** , leading to confusion and difficulty in navigating the platform's features. (8 reviews) - Poor User Experience (8 reviews) - Users note a **steep learning curve** with Insycle, but appreciate the helpful onboarding support during the transition. (8 reviews) - Complexity (7 reviews) - Users struggle with **data management issues** in Insycle, finding complexity and accuracy challenges in deduplication tasks. (7 reviews) - Complex Setup (6 reviews) ## Insycle Reviews ### 1. Great customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Shawni T. | Senior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Insycle?** The onboarding team was great and very attentive. Has helped us a lot with our dupes **What do you dislike about Insycle?** It can be a bit pricey for a large hubspot account **What problems is Insycle solving and how is that benefiting you?** With duplications ### 2. Powerful Set-and-Forget Tool with Minor Drawbacks **Rating:** 4.5/5.0 stars **Reviewed by:** Victoria B. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2024 **What do you like best about Insycle?** We use Insycle for both Salesforce and HubSpot. We previously had issues keeping the two systems synced, but Insycle has all but solved those issues. We have never had an issue with the integration between Insycle Salesforce and HubSpot. We use Insycle to automatically merge duplicates across both systems, keep data clean, populate fields (i.e. populate country based on email domain country), convert leads to contacts, associate leads to accounts, and upload net-new leads. It has been fantastic for this purpose and has been a notable improvement over our old tool, Cloudingo. **What do you dislike about Insycle?** There are some minor drawbacks that I hope the Insycle team will solve eventually. My qualms are specifically with the lead upload feature. Namely, when uploading leads, you can assign to a Salesforce campaign but you can't choose the campaign member status. There's an easy workaround in Salesforce, but it does add a few minutes to the lead upload process. Our old tool, Cloudingo, was better for lead upload, but Insycle is better at literally everything else. **What problems is Insycle solving and how is that benefiting you?** Duplicate records: Insycle merges duplicate records across both Salesforce and HubSpot, ensuring high data quality and mirrored data across both systems with no upkeep/effort required from me and my team. Data cleanliness: We use Insycle to clean up, standardize, and populate data. Convert leads: We use Insycle to convert leads to contacts when the situation warrants it. Associate: We use Insycle to associate leads to accounts in Salesforce and to associate some of our custom objects in HubSpot to one another. Lead upload: We use Insycle as a place to upload net-new leads. ### 3. Insycle make data management easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Insycle?** Insycle make data imports, standardization, and de-duping very easy! The customer support is helpful, quick, and they know their stuff. It's much easier that using the CRM's native tools. I use it daily. I also love that you can create and schedule processes. **What do you dislike about Insycle?** I haven't really found a downside to using Insycle. **What problems is Insycle solving and how is that benefiting you?** I match the contacts to the correct account and import data daily. ### 4. Helps keep data cleaner, requires a decent amount of oversight **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew B. | Director, Customer Solutions, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Insycle?** The automations that can be set up to run on specified schedules help reduce the amount of time data maintenance takes **What do you dislike about Insycle?** The UI can be confusing, metrics don't update automatically after an operation is completed, audit trails can be hard to obtain in an understandable format. **What problems is Insycle solving and how is that benefiting you?** Insycle helps identify data errors in our Hubspot account and either allows for manual edits or has some automation to handle the data corrections. ### 5. A uniquely useful tool for keeping your CRM in good shape **Rating:** 5.0/5.0 stars **Reviewed by:** Evan D. | Head of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Insycle?** It's so easy to get started but super flexible. Pricing is super reasonable, which is rare in the more serious CRM data quality tool landscape. Openprise and Syncari for instance are much more expensive. There are systems for Salesforce that may be a better fit like Sonar but Insycle is excellent for a HubSpot shop (us) that doesn't want to pay for HubSpot Operations Hub to get their data quality tools (it's a lot more expensive). I have it run weekly now on contact dedupes, and use it for periodic company cleanups. There's plenty more that I can do with it that I just haven't gotten around to as well. **What do you dislike about Insycle?** UI is a bit dated which only matters when you're trying to figure out what to do. **What problems is Insycle solving and how is that benefiting you?** CRM data quality has a big impact on everything, especially if you're a marketer running account-based tactics like me. I'm a solo head of marketing, so I act as marketing ops and revops. I wouldn't be able to do that very well without Insycle. ### 6. A lot more to learn but good start **Rating:** 4.0/5.0 stars **Reviewed by:** Adam J. | Systems & Data, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Insycle?** Good UI and relatively easy to understand! **What do you dislike about Insycle?** Only one module available at the basic level considering the cost... **What problems is Insycle solving and how is that benefiting you?** Deduplication at the moment ### 7. Insycle saves me SOOOOOOOOOO much time! **Rating:** 5.0/5.0 stars **Reviewed by:** Nigel A. | Global Data Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Insycle?** It's hard to find just one thing to 'like' about Insycle, particularly when there is so much to love! I love the fact that there are already a bunch of automations that take care of the everyday time consumers for example taking the first and last name from an email address if it's not already present in those properties but the email address is firstname.lastname@ this alone saves me a lot of time. The support is second to none, even the seemingly stupid questions I've had are answered quickly, clearly and often with step-by-step explanations. sometimes there are screenshots, the usual knowledge base articles OR sometimes even a loom explainer video. Insycle is a great tool that has a great team behind it! **What do you dislike about Insycle?** The only thing I dislike, and this is nothing to do with Inscycle at all, is the fact that my company didn't allow me to run through the onboarding with these guys so I have been feeling my way. really hasn't been too much of an issue due to the incredible support they have. If you're going to get Insycle make sure you go with the onboarding, if nothing else it will speed up your results! **What problems is Insycle solving and how is that benefiting you?** For us, it's helping free up time with all those small tasks that can be automated. It also helps us stay on top of our Data Hygiene and Data Maintenance AND gives us a good idea of how 'Healthy' our data is based on the handy health check function. ### 8. Great tool and support, few minor limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Laura N. | Salesforce Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Insycle?** We used Inscyle to clean up data in standard and custom objects in Salesforce. It is helpful for the initial deduplication, as well the ongoing deduplication. Tool is pretty straightforward to use and like that help videos are built into user interface. Also, anytime I sent a message to Customer Support, their response time was quick and thorogh. **What do you dislike about Insycle?** Sandbox integration is not included. The team was nice enough to set up a trial org for us to test our deduplication in a sandbox, but other vendors have this included. **What problems is Insycle solving and how is that benefiting you?** Duplicate records in Standard and Custom Objects. ### 9. A must for all CRM users **Rating:** 5.0/5.0 stars **Reviewed by:** Charlotte M. | Global CRM Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Insycle?** What I like best about Insycle is how it simplifies and automates data management in CRMs. It makes tasks like deduplication, data standardisation, and bulk updates quick and straightforward. This ensures data accuracy and saves a lot of time. Its user-friendly interface and flexible, rule-based approach allow for customisation without needing technical expertise. Overall, it's an essential tool for optimising CRM data management. **What do you dislike about Insycle?** One drawback of Insycle is that it can be a bit complex to set up initially, especially for users who are new to data management tools. The wide range of features and options can feel overwhelming, requiring a learning curve to fully understand and utilise its capabilities. Howeverm, we have had help and learnt a lot throughout **What problems is Insycle solving and how is that benefiting you?** Insycle is solving several key problems related to data management in Our Hubspit CRM, such as data inconsistency, duplication, and inefficiency in data updates. ### 10. overall good tool to have **Rating:** 3.5/5.0 stars **Reviewed by:** Marsha K. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Insycle?** insycle finally permitted me to manage my customer and company duplicates. it's easy to use and does the job. I use it weekly and the intergration was very easy. **What do you dislike about Insycle?** needs some manual work. Doesn't do the full clean up. **What problems is Insycle solving and how is that benefiting you?** duplicates ### 11. A gamechanger for automation in integrated systems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Insycle?** Their support and onboarding team is fantastic. Kasey not only holds great webinars for users on a regular basis, but is quick to hop on a call or respond in the help chat built directly into Insycle. **What do you dislike about Insycle?** I don't have any dislikes so far. It's worked seamlessly and without fail. The support team is amazing if you do run into any questions. **What problems is Insycle solving and how is that benefiting you?** Enabled me to automated despite limitations across system inegrations that were causing mass numbers of duplicates. We were about to turn off automations due to the time it was taking to handle te duplicates so this has helped us save massive amounts of time. We were also able to use the free trial to prove out the concept and ensure it worked and was even implemented prior to needing to sign any contracts. ### 12. Good tool for hubspot data cleaup **Rating:** 5.0/5.0 stars **Reviewed by:** Fahim A. | Revenue operations manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Insycle?** Comprehensive set of features. Offers more than hubspots data hub **What do you dislike about Insycle?** UI is really clunky and outdated. Looks like something from the 90s **What problems is Insycle solving and how is that benefiting you?** Helping dedupe records and assign the appropriate fields in bulk ### 13. Powerful Data Management for HubSpot and Salesforce Users **Rating:** 4.5/5.0 stars **Reviewed by:** Jackson A. | EVP of Professional Development, Global Supply Chain Association, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Insycle?** I love that I can mass dedupe records and clean data within our systems! **What do you dislike about Insycle?** At times it can be a little cubermsome. At times the filters could be more specific. **What problems is Insycle solving and how is that benefiting you?** It helps me mainly with CRM data quality issues. ### 14. Insycle is VERY helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Jon M. | Director of Account Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Insycle?** I love the consistent reporting I get on the automations I run. **What do you dislike about Insycle?** Nothing comes to mind, it's worked exactly as I needed it to! **What problems is Insycle solving and how is that benefiting you?** It's removing duplicated Deals in Hubspot for a client of ours. ### 15. Highly configurable data management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Insycle?** Insycle provides us with complete control over data management, allowing us to configure it to suit unique data sets and specific challenges. One of the standout features is the ability to merge duplicate records while preserving exactly the right data and avoiding false positives. It accomplishes all of this while remaining user-friendly and easy to navigate. We found it simple to set up with HubSpot (it's very much plug and play), and the customer support team is always on hand with quick and knowledgeable responses. They consistently help us resolve issues and ensure we get the most out of the software. **What do you dislike about Insycle?** While Insycle is a powerful data management tool and the best we've tried, some tasks can still be challenging to accomplish. For example, when dealing with duplicate records caused by mistyped email addresses, it can be easy for a human to identify the correct version of the email, but automating this process with Insycle can sometimes be difficult. **What problems is Insycle solving and how is that benefiting you?** Primarily, we use Insycle for deduplication of records in our CRM. Additionally, we use it to reformat, manipulate, and standardize data. This helps us maintain a healthy CRM, ensuring our data is reliable and can be trusted as a single source of truth. ### 16. Insycle can be a huge help with prospect duplication management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Insycle?** Insycle can be used and run on its own pretty much to maintain your duplicate records. **What do you dislike about Insycle?** Using 2 CRMs and trying to dedupe records between both is a pain and with Insycle it was not much better. Its a lot of moving parts and tough to handle. **What problems is Insycle solving and how is that benefiting you?** Prospect Deduplication ### 17. Easy to setup and works well **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie T. | Marketing and CRM Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Insycle?** How it keeps HubSpot deal data clean for our many of our clients and how its easy to setup. The insycle team are also very helpful when it comes to tech suppport issues. Overall the product does what it says it does, and does it well! **What do you dislike about Insycle?** Sometimes there are sync errors that can disrupt things but these are rare. I also found when cloning a template, the subject line in the error sending tab wasn't updating, keeping the original template's name instead of the new one. **What problems is Insycle solving and how is that benefiting you?** It merges duplicate deal records on hubspot. This benefits the client which in turn benefits me **Official Response from Kerri Hebert:** > It's great to hear that Insycle is effectively merging duplicate deal records for your clients. We appreciate your feedback about the rare sync errors and the issue with cloning templates — our support team is always here to help in the future. ### 18. Great de-duplication product, saves us HOURS **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel S. | Marketing Technologist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Insycle?** We heavily use the deduplication/merge duplicates functions. We can set up our own criteria to find duplicates and dedcide what properties we want to keep from which record. Very customizable for your own needs. Deduplicates automatically on a daily basis. **What do you dislike about Insycle?** Can be challenging to see what records were merged. I would like the interface to have a simple log of records that were merged, which template they used, etc. **What problems is Insycle solving and how is that benefiting you?** Insycle helps to keep our HubSpot database (and other connecting systems) clean and free from duplicate contacts. **Official Response from Kerri Hebert:** > Hi Rachel, I'm I'm happy to hear how much time Insycle is saving you by merging duplicates. Regarding a log of merged records, depending on your Insycle plan, you may have access to the Activity Tracker. With the Activity Tracker, you can view all past operations, which module and record type they were run for, see record counts, the template used, and also download a CSV. If you do not have access to the Activity Tracker, you will receive an email for each operation run, which includes operation details, template name, and also a CSV of the changes. As always, please reach out to our support if you need assistance! ### 19. Insycle has its pros and cons **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Insycle?** For complete transparency, I haven't been using Insycle for that long, but overall it's been helpful in uploading large lists into HubSpot. **What do you dislike about Insycle?** One thing I will say, is when emails don't upload or "fail," it would be helpful to know why and see which specific emails failed. I haven't been using it for long so it's totally possible that this is already an option it's just not super obvious to me. **What problems is Insycle solving and how is that benefiting you?** We got Insycle to avoid duplicate contacts in HubSpot ### 20. Insycle helpded with cleansing the data from bad imports **Rating:** 5.0/5.0 stars **Reviewed by:** Jasper v. | Service Director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Insycle?** The ability to work with regex code, so you can really specify what data should be changed **What do you dislike about Insycle?** The user interface can be overwhelming sometimes but you will get used to it **What problems is Insycle solving and how is that benefiting you?** We are using Insycle to clean up bad imports and to merge accounts ### 21. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jon M. | Client Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2024 **What do you like best about Insycle?** The De-Duplicator is fantastic! It's been running very smoothly **What do you dislike about Insycle?** It has a slight learning curve, but it's fantastic! **What problems is Insycle solving and how is that benefiting you?** It is de-duplicating data, and also cleaning up formatting for our deals in Hubspot ### 22. A brilliant data management tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Olly K. | Marketing & CRM Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Insycle?** I love how Insycle allows for many automated data management processes which are locked behind quite expensive HubSpot Hubs. This is a much cheaper alternative with some excellent functionality. Also their support team is always super helpful! **What do you dislike about Insycle?** I understand the reasons why, but I don't like how there is no extended free version up until a certain amount of records:( I did prefer it when smaller accounts could use Insycle for free until they scaled up to a point where there account was a bit bigger! **What problems is Insycle solving and how is that benefiting you?** Within HubSpot, there is no native way to automatically deduplicate/merge deal records, which is a big pain points for a lot of our clients (independent schools/colleges and universities using HubSpot) ### 23. Great tool for make up for lack of Hubspot functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | Senior Manager, Demand Generation, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Insycle?** Easy integration, great U/X. and seamless execution **What do you dislike about Insycle?** Could use a bit of work with pricing compared to competitors **What problems is Insycle solving and how is that benefiting you?** Deduping Hubspot ### 24. Good tool for HubSpot data management and cleanup **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2025 **What do you like best about Insycle?** It's helpful for cleaning and standardizing data in HubSpot through a simple integration. **What do you dislike about Insycle?** Dashboards could be more customizable and informative. **What problems is Insycle solving and how is that benefiting you?** Cleaning up and standardizing HubSpot data. ### 25. Insycle has solved business-critical problems for our team **Rating:** 4.5/5.0 stars **Reviewed by:** Connor S. | Marketing & CRM Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Insycle?** The ability to deduplicate automatically across all objects. HubSpot has a lot of limitations here so this feature has been a life-saver for all the clients I've personally worked with. **What do you dislike about Insycle?** I don't think the UI is particularly user friendly at first. **What problems is Insycle solving and how is that benefiting you?** Above question only let me select Data Quality btw. For me, Insycle primarily allows me to automatically deduplicate deals. I work with a lot of schools who have deal records created through various forms, and the only way we can ensure all the data stays on the correct reord is through deduplication. Without Insycle this would be basically impossible. ### 26. Essential For CRM Managers | Cannot Thank Insycle Enough! **Rating:** 5.0/5.0 stars **Reviewed by:** Erik G. | Brand Strategist/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2024 **What do you like best about Insycle?** Insycle is a bulk CRM update and automation tool allowing CRM managers (Hubspot personally) to do advanced property updates and advanced associations in a way even the enterprise level plans do not allow. Simply put, if you are on the enteprise plan on Hubspot, this is absolutely essential. **What do you dislike about Insycle?** As with any advanced processing structure, there is a slight learning curve as there are a lot of specifics to bulk updates and automation. However the support team at Insycle is some of the best in the technology industry. (This is not an exargeration) I am comparing this to Hubspot itself (which is high class as well). Lydia, Kasey and the rest of their team is extremely insightful and responsive. **What problems is Insycle solving and how is that benefiting you?** Insycle is able to complete large comlpicated bulk CRM updates, associations, automations and data re-formatting that even the core CRM software platforms do not offer. (Referring to Hubspot specifically - which is great but has it's limitations) ### 27. The only bulk association tool for HubSpot I can find. Almost perfect, but not quite. **Rating:** 4.0/5.0 stars **Reviewed by:** Julie L. | Director of Digital Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Insycle?** Bulk associating object records is a capability that is not available in HubSpot. It's still a manual process. Insycle takes care of that for me. I have yet to explore all the other features, but it looks interesting. The magic import removes the need to do vlookup on a spreadsheet to avoid duplicates. That will take some steps out of that process. Integration was a breeze. It's a plug and play. With the automations and traing, the frequency of use will decrease which is what you want with this tool. Onboarding team super accessible and hellpful. **What do you dislike about Insycle?** The need to create special fields and HubSpot workflows in order to bulk associate. I thought the automation could be a little more straight forward. But it's better than nothing, which is what I had before. It takes some training to make sure you do this correctly. Not super intuitive. Implementation and traing will take some time to get confident. **What problems is Insycle solving and how is that benefiting you?** Bulk associating contacts and companies to a custom object called "Campaign Results" with custom association labels so I can track marketing attribution. The campaign results object records can include ROI and investment information. Based on ad & email clicks, form fills, event engagement, webinar attendance, the automation adds the contact/associated company to the campaign result object. HubSpot doesn't do this on it's own. Note that auto association is an additional cost to the package. ### 28. Used Insycle to completely rebuild our instance of Hubspot for all new logo demand generation **Rating:** 4.5/5.0 stars **Reviewed by:** Ben I. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Insycle?** Ease of use, does what it says it does very well. Great onboarding. Was incredibly easy to stand up. **What do you dislike about Insycle?** User interface could be easier. Offers lots of functionality that we don't necessarily need or have a good idea how to use. **What problems is Insycle solving and how is that benefiting you?** Helping to clean and transform lead and pipeline data. ### 29. Provides the desired and needed functionality **Rating:** 4.5/5.0 stars **Reviewed by:** Erik H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Insycle?** 1. In our case; Insycle provides the exact functionality I was looking for: find duplicates using various property values and merge them into a master record according to specific rules. 2. The interface is intuitive and takes only a couple minutes to learn. 3. Login with your CRM is awesome (instead of creating a username/password) **What do you dislike about Insycle?** 1. Dependence on emailing files of draft changes. Our IT system flagged Insycle's large attachments as SPAM and there was no workaround to access or download the reports. The system was effectively unusable until our IT was able to whitelist and restore access to Insycle's emails. The dependency seems like it could be an easy product fix with user library of files available for review or download from the cloud. **What problems is Insycle solving and how is that benefiting you?** Deduplicate records: data higene improves trust and reliability of our crm ### 30. Insycle Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Insycle?** How much it helps to expand on a CRM platform's capabilities. **What do you dislike about Insycle?** The UI is a little outdated and could be more user friendly. **What problems is Insycle solving and how is that benefiting you?** Identifying and merging duplicates and data formatting issues. ### 31. Easy to Use once you understand CRMs **Rating:** 5.0/5.0 stars **Reviewed by:** Isaac H. | Marketing Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Insycle?** I can trust that the work that I put into Insycle is going to be done exactly how I want it. WIth some other providers, you always have to double check the work. I really like how Insycle will send you a preview of your work before anything is changed in the CRM. **What do you dislike about Insycle?** There's too many pay to play features, usch as Associate. You should bundle more of these things. **What problems is Insycle solving and how is that benefiting you?** We have a lot of data that was getting duplicated from other integrations and Insycle helped us cut down those duplications. It is also helping with automated associations. ### 32. The Only Solution to a Common Problem **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2024 **What do you like best about Insycle?** Overall, insycle is a phenomenal deduplication tool. But the main reason I purchased it was to be able to deduplicate records with an active HubSpot , salesforce sync. **What do you dislike about Insycle?** While I understand from a business perspective why they would do it, I find it bad practice that they don't offer monthly subscription terms anymore. **What problems is Insycle solving and how is that benefiting you?** It allows us to keep our databases clean. ### 33. Insycle is a tool that I would recommend to anyone using HubSpot **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Insycle?** I have used Insycle on a number of accounts over the last few years and I recommend to anyone looking to manage their data efficiently, deduplicate or any other data hygiene task. **What do you dislike about Insycle?** Since the tool is so complex, there is definitely a learning curve and many of the features will require several tests runs until you get it right. **What problems is Insycle solving and how is that benefiting you?** Insycle has solved duplicate record issues, data formatting issues and data hygiene issues for the most part. I also like the fact that you can create custom dashboard reports to see how your data issues have evolved over time. ### 34. Easy to use data management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Malgorzata K. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2024 **What do you like best about Insycle?** I've been using Insycle for the past 3 years and it really transformed the way I handle my data. Despite powerful capabilities, Insycle is remarkably user-friendly. Customer support team is responsive and knowledgeable. **What do you dislike about Insycle?** There is no option to remove users from account. Currently, it's done by support team. **What problems is Insycle solving and how is that benefiting you?** Importing/cleaning/comparing data, merging duplicates. ### 35. Powerfull tool for Hubspot users **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Insycle?** Very powerful tool for Hubspot deduplication. I like that we can can easily prioritize which contact gets merged based on parameters such as most active contact, most clicks, etc. **What do you dislike about Insycle?** The interface is VERY dense. It can feel quite overwhelming at times... ended up having an external agency set it up for us. **What problems is Insycle solving and how is that benefiting you?** It helps keep our data clean by reformatting it - fixing all lowercase names for example. We also set rules to automatically deduplicate contacts based on our parameters. ### 36. Fills in the gaps that HubSpot leaves **Rating:** 5.0/5.0 stars **Reviewed by:** Adam W. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Insycle?** Insyscle is exceptionally flexible and powerful, allowing us to review, update, and clean our database quickly and repeatedly. The tools available ensure that you can deliver almost any update and/or change as long as you plan carefully. This makes HubSpot usable for the vast majority of our use cases. **What do you dislike about Insycle?** The learning curve for Insycle is pretty steep beyond the most basic steps. However, there's an enormous amount of training content on their site, and what isn't covered there is handled by an exceptional support team who are patient, knowledgeable, and extremely responsive. **What problems is Insycle solving and how is that benefiting you?** HubSpot's in-app data cleansing is exceptionally manual and imprecise. This means that we either have to choose to lose time or data to get it cleaned up. Insycle has allowed us to be far more clinical in how we carve out the old, inaccurate data. ### 37. Insycle has saved me hours of doing xlookups and manual data mapping! **Rating:** 4.0/5.0 stars **Reviewed by:** Avery G. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Insycle?** The most helpful thing about insycle is its ability to automatically de-duplicate information from my data sheets and salesforce. It allows me to auto-magically add contacts to existing accounts and create accounts when they aren't already in there, based on any unique identifier that I'm looking for. It's saved me a ton of time. **What do you dislike about Insycle?** The one thing I dislike is that you have to pay for each different platform you use within Insycle. for example, i wanted to also use Hubspot with Insycle, but it apparently is a different subscription cost. It makes sense, but I just didn't know that when i began to use it initially. **What problems is Insycle solving and how is that benefiting you?** It saves me a lot of time when entering new contacts, accounts, and information into salesforce. I can export any csv file, and add it into Insycle. ### 38. Great tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Insycle?** The association functions are invaluable for how we use HubSpot. The team helped identify a new solution they could add for us, which they delivered in days. We save hours a week thanks to Incycle!! **What do you dislike about Insycle?** Takes a bit of getting used to in the UI! **What problems is Insycle solving and how is that benefiting you?** Associations between objects. Hubspot cannot realise that Custom Object A associated to Custom Object B if both are associated to a Company. With Insycle, this relationship is added. ### 39. Saved Our Company a Fortune **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Insycle?** Insycle is a powerful tool that ensures database intergrity. We were needing to upgrade to HubSpot Enterprise prior to discovering Insycle and it gave us the tools we needed at a fraction of the price. It is customizable which allows us to be very specific on how we want our contacts handled. I really appreciate the preview functionality that lets you know exactly what it is going to do with the database prior to performing the action. **What do you dislike about Insycle?** No complaints about the functionality. It can be difficult to priortize when accounts have the same credentials but the manual mode gets around that (and I don't see how Insycle could automate that if you have two identical entries). **What problems is Insycle solving and how is that benefiting you?** Merging duplicate data , extracting missing information based exisiting data (grabbing city if we have the full address, adding company if it is in the email domain), fixing typing issues (case sensitive etc.) ### 40. Easy to use and ensures data hygiene **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Insycle?** Has saved us lots time while ensuring our data is accurate. **What do you dislike about Insycle?** Can be a bit tricky learning how to use the tool. But, once you understand it. It becomes second nature. **What problems is Insycle solving and how is that benefiting you?** Bulk updating contacts and ensuring that we notice duplicates and can remove them ### 41. Data Cleanse your heart away! **Rating:** 5.0/5.0 stars **Reviewed by:** Carol A. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Insycle?** The best thing about Inscycle is that any type of way I can think of slicing and dicing data, it can do. **What do you dislike about Insycle?** The challenge like any software, is the learning curve. **What problems is Insycle solving and how is that benefiting you?** I'm able to build custom solutions for parent-child associations that run 24/7 on workflows. I can also slice and dice duplicates when data dumps go south! ### 42. The Secret Weapon to all Things Data Management **Rating:** 5.0/5.0 stars **Reviewed by:** Chris F. | Director, Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Insycle?** I love the support chat the best because they take a no ask is too big or small approach. The system itself is already so powerful and easy to use, however if I run into anything a bit more complex, their support team guides me through, always! **What do you dislike about Insycle?** I'd be grasping at straws here. Everything I wanted Insycle can do, it has completed the task and continues to impress me. There is nothing I dislike about the product **What problems is Insycle solving and how is that benefiting you?** It's the behind the scenese powerhouse that keeps both HubSpot and Salesfroce data clean. It quickly fixes human error, duplicates, as well as one-off large data projects needed. ### 43. Incycle Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Insycle?** The ability to use any property as a unique identifier to avoid importing duplicate records **What do you dislike about Insycle?** It could be simpler to use and navigate. **What problems is Insycle solving and how is that benefiting you?** Avoiding creating duplicates via magical import ### 44. Amazing tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Fanny C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Insycle?** This tool helps us in so many ways: - first, it identifies for us the issues we are facing with our CRM - it has features that help us clean, transform or merge data - for the growth department, it helps to import only the right accounts **What do you dislike about Insycle?** The health assessment could be more adapted to the company. When you look a bit deeper, you understand there are some issues linked to properties we don't use at all **What problems is Insycle solving and how is that benefiting you?** Cleaning our data and assure the imported new data is reliable ### 45. Helps keep data in Hubspot clean **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about Insycle?** Really useful for cleaning up the data in our Hubspot CRM. Insycle helps do some of the things its difficult or impossible to do in Hubspot directly (e.g. merging multiple records together at once and following specific rules as to which record should be the master). The Hubspot integration is also great, being able to run Insycle processes from a Hubspot workflow means we can have Insycle running in the background on all our new data to keep it clean. It's very customizable - we're probably only using a fraction of its capability - but its good to be able to use it easily as a not-very-technical user and still be able to enlist the help of more technical colleagues to create even more powerful rules. Customer service is really good too, very responsive and has always solved issues, answered questions or responded to suggestions really quickly. **What do you dislike about Insycle?** Nothing really - takes a while to learn how it all works but then it's pretty intuitive **What problems is Insycle solving and how is that benefiting you?** Right now we're using it mainly for helping detect and manage duplicate records, it's better than Hubspot at a) being able to pick up all the potential duplicates, based on particular fields that you can specify and b) dealing with those multiple records, and merging them again in the particular way you want them merged. Helps keep our CRM cleaner and eliminate confusion and duplicated work for our sales team. ### 46. Powerful, learning curve can be steep, but very worth it **Rating:** 4.0/5.0 stars **Reviewed by:** Zak M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Insycle?** The depth capabilities, and ability to manage all of the information in my CRM. It provides great starters with recipes, and deep filtering capabilities to ensure you only impact the data you want. **What do you dislike about Insycle?** It can be confusing at first. There is a lot to look at, robust functionality usually comes with a steep learning curve or overwhelming feeling when you start. **What problems is Insycle solving and how is that benefiting you?** It is solving inconsistent and duplicate data, and CRM cleanliness overall. It is greatly benefiting our data quality. ### 47. Easy and review feature rocks! **Rating:** 5.0/5.0 stars **Reviewed by:** Sidharth M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2023 **What do you like best about Insycle?** How easy it is to create a dedupe logic and how we can see the logic in action as an excel sheet. Looking at the expected results surely gives confidence to the person who is deduping **What do you dislike about Insycle?** The is nothing to dislike Insycle but if you would ask where the tool can improve is packages/ pricing, they are little hard to understand at first. The training session option should be given as the time website as the trial or purchase is done. **What problems is Insycle solving and how is that benefiting you?** Company/ deal dedupe in hubspot, and it makes lives easier. At the time of initial setup customers land up making multiple companies hence the dedupe comes in handy Company/ deal dedupe salesforce it is way easy than the competitors. ### 48. Necessary for any company with a Salesforce Account **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Insycle?** Ease of us to make bulk changes in Salesforce, the different ways in which you can manipulate and update data. Has helped to streamline a lot of our internal processes **What do you dislike about Insycle?** Some of the terminology for filtering is not the same as Salesforce so it can be an adjustment at first when learning how to use it. **Recommendations to others considering Insycle:** Best way to make major updates in Salesforce and have real ownership over your data **What problems is Insycle solving and how is that benefiting you?** Helps us make instant changes to our salesforce data on a large scale We use it for client operations, we use it for prospecting and account ownership. Helps us turn some of the frustrations of working across Accounts and Contacts and bringing them together ### 49. Saves me at least 7 hours per week **Rating:** 4.5/5.0 stars **Reviewed by:** Lisa N. | Marketing operations manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Insycle?** Our CRM has never been so clean. Issues and solutions are all provided in a clear, digestible format. Changes are synced instantly. The automation feature has saved me at least 7 hours per week. **What do you dislike about Insycle?** The backend set-up can take some getting used to, but once the automation has been created there is little to do. The design is slightly dated, however this has no impact on the functionality of the tool. **What problems is Insycle solving and how is that benefiting you?** Fixing data issues - we are more confident in our CRM now, and we're able to identify how to improve the CRM in its entirety. It used to take hours trawling through, which would often lead to manual error and things would be missed. ### 50. Insycle is incredibly powerful **Rating:** 4.5/5.0 stars **Reviewed by:** Emerson M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Insycle?** A powerful tool to help keep CRM data clean, deduplicated, and you can automate all of it! **What do you dislike about Insycle?** Insycle is incredibly powerful, but that also means there is complexity (and danger!) **What problems is Insycle solving and how is that benefiting you?** We use HubSpot as our CRM and HubSpot's deduplication process is cumbersome and not very effective. Insycle allowed me to target duplicates based on various criteria and then automate the processes. It was sort of a set it and forget it platform after the initial setup. ## Insycle Discussions - [What is Insycle used for?](https://www.g2.com/discussions/what-is-insycle-used-for) - [View Insycle pricing details and edition comparison](https://www.g2.com/products/insycle/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A56%3A41+-0500&secure%5Bsession_id%5D=d520e08a-a028-4e0a-97b8-7778e21e2ef8&secure%5Btoken%5D=43ba81a7144dfb2662beeaa26ae2c636e9f420d1674f93eabf1bb4e8ae4f3d65&format=llm_user) ## Insycle Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [HubSpot Data Hub](https://www.g2.com/products/hubspot-data-hub/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## Insycle Features **Lead Intelligence** - Market Insights - Account-level Insights - Lead Analysis **Matching** - Priority Matching - Account Tiebreakers - Fuzzy Matching **Management** - Hierarchy Management - Reference Data Management - Data Lineage - Metadata Management - Real-Time Data - Workflow Management - Process Management - Catalog Management - Compliance Management - Multi-Channel Management **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Routing** - Match and Route - Multi-Objects - Territories - Working Hours **Functionality ** - Multi-Domain - Match & Merge - Relationship Mapping - User Interface - Data Mapping **Security** - Data Governance - Data Masking **Marketing Campaigns** - Omni-Channel Tracking - Revenue Planning - Media Attribution - Opportunity Timeline - Customization **Platform Operations** - Service level Agreements - Audit Logs - Duplicate Match - Capping - Analytics - Integrations - Alerts & Notifications - AI Lead Matching & Routing **Additional Functionality** - Reporting/Analytics - Alerts/Notifications - Multiple Data Sources - Data Migration - Third-Party Integrations - Access Controls/Permissions - Monitoring - Data Quality Control - Data Profiling - Collaboration Tools - AI Copilot - Performance Metrics - Role-Based Permissions - Drag & Drop - Data Connectors - Audit Trail - Data Verification - Data Extraction - Deduplication - Visualization - Data Capture and Transfer - Data Import/Export - API - Generative AI - Activity Tracking - Data Visualization - Activity Dashboard - Version Control **Campaign Execution** - Website Personalization - Prioritized Accounts - Trending Accounts - Email Campaigns **Functionality** - Identification - Correction - Normalization - Preventative Cleaning - Data Matching - Real-Time Data **Management** - Reporting - Automation - Quality Audits - Dashboard - Governance **Agentic AI - Account Data Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Additional Functionality** - Metadata Management - Collaboration Tools - Search/Filter - Workflow Management - AI Copilot - Third-Party Integrations - Data Synchronization - Data Import/Export - Customizable Rules - Master Data Management - Monitoring - Data Transformation - Multiple Data Sources - Self Service Portal - Customer Database - Data Verification - Data Migration - Multi-Language - Single Sign On - Duplicate Detection - Email Address Extraction - Reporting/Analytics - Data Profiling - Data Extraction - Data Mapping - Address Validation - Match & Merge - Performance Metrics - Visual Analytics - Version Control - API - Data Capture and Transfer - Access Controls/Permissions - Compliance Management - Data Discovery ## Top Insycle Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (942 reviews) - [Demandbase One](https://www.g2.com/products/demandbase-one/reviews) - 4.4/5.0 (1,941 reviews) - [LeanData](https://www.g2.com/products/leandata/reviews) - 4.6/5.0 (1,038 reviews)