---
title: Insycle Reviews
meta_title: 'Insycle Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 192 reviews by the users' company size, role or industry
  to find out how Insycle works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 192
  scale: '5'
date_modified: '2026-07-12'
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:** 4.7/5.0  
**Total Reviews:** 192
## 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&#39;s **ease of use** excellent, especially with comprehensive support and helpful customization options. (34 reviews)
- Users value Insycle for its **data accuracy** , enabling effective management of duplicates and ensuring consistent formatting. (23 reviews)
- Users find **duplicate management** effortless with Insycle, praising its effectiveness in cleaning CRM data and creating custom solutions. (21 reviews)
- Users highly value the **seamless HubSpot integration** of Insycle, which significantly improves data management efficiency. (19 reviews)
- Users highlight the **responsive and helpful customer support** of Insycle, enhancing their overall experience with the platform. (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** at first, necessitating time and support to grasp the platform fully. (16 reviews)
- Users find the platform **not user-friendly** , often feeling overwhelmed by its complexity and challenging interface. (13 reviews)
- Users find Insycle to be **expensive** , especially for larger HubSpot accounts with extensive record needs. (8 reviews)
- Users find the **complexities of the UI and parameter settings** challenging, impacting the ease of use and functionality. (8 reviews)
- Users find the **interface not intuitive** , noting that its complexity can hinder effective usage and understanding. (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 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!


  ### 2. 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

  ### 3. 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

  ### 4. 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

  ### 5. 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)

  ### 6. 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

  ### 7. 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.

  ### 8. 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.

  ### 9. 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)

  ### 10. 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.

  ### 11. 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.

  ### 12. 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

  ### 13. 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.

  ### 14. 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.

  ### 15. 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.

  ### 16. 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.

  ### 17. 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.

  ### 18. 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.

  ### 19. 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.

  ### 20. 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.

  ### 21. 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.

  ### 22. 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.)

  ### 23. 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

  ### 24. 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!

  ### 25. 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.

  ### 26. 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

  ### 27. 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

  ### 28. 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.

  ### 29. 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.

  ### 30. 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.

  ### 31. 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

  ### 32. 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.

  ### 33. 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.

  ### 34. Great solution if you are resource lean and need data clean-up support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 08, 2023

**What do you like best about Insycle?**

It is really inexpensive for the transformative work it does to databases, especially when you are migrating databases. From basic stuff to fuzzy de-duping to copying over domain names, it can literally replace a data admin.

**What do you dislike about Insycle?**

It can be a little clunky to use, as the interface isn't the cleanest or most intuitive. Also, the errors produced can sometimes be unclear and difficult to figure out how to resolve.

**What problems is Insycle solving and how is that benefiting you?**

Clean up and maintain databases, keep databases clean, enrich databases, help keep costs under control for CRMs that bill by number of contacts, able to merge data, basically items you'd hire a junior database admin for, but using Insycle is a huge cost savings.

  ### 35. Insycle schedules

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sanskruti S. | Data Analytics Engineer, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 15, 2023

**What do you like best about Insycle?**

Its great to be able to schedule the changes via insycle

**What do you dislike about Insycle?**

I am unable to update certain fields via insycle

**What problems is Insycle solving and how is that benefiting you?**

Hubspot customer data cleaning

  ### 36. Allowed us to merge thousands of duplicates without disabling our Salesforce integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 03, 2023

**What do you like best about Insycle?**

Exceeded expectations when merging duplicates. It just worked. I was expecting to lose activity history such as email tracking, but it all showed up in the merged company - even activities that took place prior to the create date of the master record.

Advanced matching rules allowed me to define duplicates by comparing different properties. e.g., rather than "Company Name A matches Company Name B" it can be "Record ID A matches (custom property) B".

Our support engineer was very generous with his time and gave thoughtful answers to all my questions. He even initiated a meeting with a product manager to go over some feedback I had.

**What do you dislike about Insycle?**

The UI takes some getting used to, but that's forgivable for a tool like this. I do wish it had a simple way of showing what the final value for a property will be after a merge. e.g., if the duplicate Company has an owner and the master doesn't - will the merged record have an owner in the end?

You should be careful about the default rules for determining duplicates, as they have default settings like "ignore symbols". We had a weird edge case where we had some Deals with negative $ amounts. The default rule of "Ignore Symbols" meant they would have been merged with the positive $ Deals they were meant to negate.

**What problems is Insycle solving and how is that benefiting you?**

Hubspot does not allow you to merge Companies while the Salesforce Integration is active. Resolving our duplicate Company problem seemed like it would require us to temporarily disable the SFDC integration, merge, re-enable and hope everything still works - or delete the duplicates and sacrifice the data. Insycle allowed us to do what Hubspot would not.

  ### 37. Easiest way to clean data!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Miriam T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 08, 2023

**What do you like best about Insycle?**

Insycle makes cleaning our database fast & easy!  It helps to keep us efficient so that our reporting is accurate!  We also like that you can preview before you make changes so no accidents happen!

**What do you dislike about Insycle?**

Some of the filters can be confusing but are easy to figure out once you play around for a little bit.

**What problems is Insycle solving and how is that benefiting you?**

Cleaning duplicate data, matching correct contacts to accounts, making sure the formatting of data is uniform.

  ### 38. Best data management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Antonio S. | Senior Business Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 19, 2023

**What do you like best about Insycle?**

This tool simply empower anyone with no skills in data management to easily manage databases content: clean, data validation, errors verification and fixing. No need SQL or any tech skills to make it happen.
Anyone can keep databases clean and updated, no more excuses!

**What do you dislike about Insycle?**

No much. Honestly the good things this tool can do heavily overcome any possible "less likely" features. But again, I didn't find anything that makes me feel, I'd really want this to be changed...

**What problems is Insycle solving and how is that benefiting you?**

Databases get messy very soon, first because GIGO, then because data get out of date.
If data are not reliable companies can't run any analysis or use them for realiable decision making. Keep data clean, and leverage their quality is a must for any company. Something that until now is a specialistic job: now it can be done by everyone. Simply and reliably.

  ### 39. Great, easy to use product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jacqueline M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 08, 2023

**What do you like best about Insycle?**

It is super user friendly. Non-SF Admin users can easily leverage it for all of their data updating, and quality-promoting needs.

**What do you dislike about Insycle?**

User interface can feel a bit clunky at times.

**What problems is Insycle solving and how is that benefiting you?**

Insycle allows us to find and normalize, as well as bulk upload our data on cadenced frequencies. This takes our time away from monitoring data and allows us to focus on other things.

  ### 40. Excellent Data Management / Automation system for hubspot

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas S. | Chairman, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 23, 2022

**What do you like best about Insycle?**

Insycle has a few great features:
- Import flexibility, importing contacts/companies and associating them to each other. Formattting data in-line on import. 
- Ability to compare/pull data with a SQL query
- automation that run and cleanse data
- automation that run and assist hubspot automation

**What do you dislike about Insycle?**

Some of the defaults to "contacts" when you want to importa companies can get you in trouble. Lots of detail that needs to be thought through.  Since Insycle and HS synch, updates to HS can be hours behind.

**What problems is Insycle solving and how is that benefiting you?**

Insycle assists us with importing and cleansing data.  All data in hubspot is not always formatted well. Insycle helps us standardize formatting for dates, phone numbers, uppercase company names etc. 
It also makes importing data fairly easy using set templates and selections.

  ### 41. Insycle is very helpful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 09, 2023

**What do you like best about Insycle?**

What I like best about Insycle iisi that it really saves time when de-duplicating information plus it has the automated option so you won't need to do repetitive task again.

**What do you dislike about Insycle?**

Sometimes I feel that it needs more flexibility when it comes to choosing fields and criteria so we can de-duplicate or merge information accordingly instead of manually doing it.

**What problems is Insycle solving and how is that benefiting you?**

Insycle helps me to clean our organization's database by de-duplicating or mergind duplicate contacts and accounts. It also has the option to transform inconsistent data.

  ### 42. intuitive platform making mundane tasks easier

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Insycle?**

intuitive platform making mundane tasks easier and allows us to get a hold on data management and do more with our existing database!

**What do you dislike about Insycle?**

the platform can take some getting used to but overall pretty straightforward. exciting to unlock more powers of insycle.

**What problems is Insycle solving and how is that benefiting you?**

while insycle can be used for a plethora of things, we mainly utilize insycle to upload rosters into our hubspot database and match names to comapnies. it is able to do that very well and we havent had any issues!

  ### 43. Best Salesforce tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 08, 2023

**What do you like best about Insycle?**

I find duplicate management very helpful. The ability to automatically find all the dups and give us standard rules to manage them. Better than appexchange solutions.

**What do you dislike about Insycle?**

I would like that the sync between new fields from CRM into Insycle was faster. Like do I need to refresh Insycle? or how does it works?

**What problems is Insycle solving and how is that benefiting you?**

Insycle is helping with dups in our instance, standarize records that were unformatted, we mass update industries and subindustries. Also the Health Dashboard is great.

  ### 44. Great service and tools, but price is too steep.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 08, 2023

**What do you like best about Insycle?**

I used insycle to clean up my Pipedrive data, deduplicate, and add en masse. It was very easy to update records in bulk, and their tools had a rpetty easy learning curve.

**What do you dislike about Insycle?**

When adding the price of insycle to the monthly pipedrive subscription, the company I work at decided it was just too much to keep the CRM system, so now I have to do these things by hand. Insycle did provide a very good service, but for wwhat I needed it for, it was just not cost effective.

**What problems is Insycle solving and how is that benefiting you?**

There were a lot of double entries into pipedrive, and also we have to periodically update records to reflect paid invoices.

  ### 45. We have a great experience. They help us to overcome big data updates with out issues.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 08, 2023

**What do you like best about Insycle?**

Once you undertand it is easy to use. It allows you full adjustability to your needs and give you a lot of options on how to perform the different actions and manage your data.

**What do you dislike about Insycle?**

I would like longer and more powerfull demos. We tryied to have a demo twice and we actually couldn't perform any action due to the limited experience. We end up buying out of necesity with out knowing the full potential.

**What problems is Insycle solving and how is that benefiting you?**

We have a lot of duplicates that we couldn't handle. The duplicates are know and we just needed a simple way to get rid of them. Now we have the perfect solution.

  ### 46. Works Well! Feels Shakey

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chad S. | Director of Marketing Technology &amp; Lead Generation, Enterprise (> 1000 emp.)

**Reviewed Date:** March 02, 2023

**What do you like best about Insycle?**

Insycle has enabled us to deduplicate our HubSpot account using many IDs that HubSpot does not formally recognize is unique identifiers. This capability has made it much easier to integrate other systems into the platform.

**What do you dislike about Insycle?**

The interface does feel a little unstable, and like you could accidentally create problems for yourself fairly easily. The difference between performing a massive merge and seeing the data is one clear but easy-to-miss button click.

**What problems is Insycle solving and how is that benefiting you?**

Insycle is used to dedupe data coming from multiple platforms and using multiple data points. The ability to use those data points with other data points to filter which records are affected reduces our need for human validation.

  ### 47. Helpful product, but requires a serious learning curve

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ryan W. | Marketing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 03, 2023

**What do you like best about Insycle?**

It takes effect immediately. The little to no down time in updating our HubSpot account is great.

**What do you dislike about Insycle?**

The UI and UX is a bit cumbersome. It takes a good amount of time to really know where to look, what's going on, and how to implement changes. There's almost too much optionality. It could be more A-to-B to speak to the less savvy user, which is a lot of what HubSpot user's are.

**What problems is Insycle solving and how is that benefiting you?**

It's great for finding duplicate contacts, misspelled/incorrect/dirty data within our contact database. Having over 20,000 contacts, it saves us a lot of man hours and extra costs by not having to upgrade subscriptions in HubSpot.

  ### 48. Very nice tool to clean up the data of my CRM (Hubspot)

**Rating:** 4.0/5.0 stars

**Reviewed by:** Paul E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about Insycle?**

All the possibilities:
- cleanup specific items by filtering on all fields
- automate the cleanup on an hourly basis

**What do you dislike about Insycle?**

A bit complex to see all the possibilities. I couldn't spend a lot of time on it so I discovered it by myself. I think I'm only using 10% of the features.

**What problems is Insycle solving and how is that benefiting you?**

Cleanup the data of my crm (hubspot) - mainly finding and merging duplicates in bulk

  ### 49. Super-powerful! Immensely helpful in managing database duplicates.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chad S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 23, 2023

**What do you like best about Insycle?**

We use Insycle within HubSpot to identify duplicate users by unique identifiers which are not standard in HubSpot. Being able to use IDs from other systems is extremely helpful.

**What do you dislike about Insycle?**

The interface is slightly unintuitive, which leads to a certain level of concern/caution as I operate through it. However, I have not actually experienced any issues yet.

**Recommendations to others considering Insycle:**

Hop on the initial call with them. It makes things make way more sense.

**What problems is Insycle solving and how is that benefiting you?**

We connect multiple systems together using unique IDs as the join. Being able to reconcile all of them together in our CRM and have one complete user makes our lives easier.

  ### 50. Great to speed up CRM clean up

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 10, 2023

**What do you like best about Insycle?**

The number of different options that are offered to clean up your CRM are great. They really think of the different ways things can be done and things that you wouldn't think of yourself.

**What do you dislike about Insycle?**

I wish there was an area that was fully dedicated to HubSpot

**What problems is Insycle solving and how is that benefiting you?**

Duplicate contacts
Associating contacts to companies
Both have helped clean out bad data from our CRM


## 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&section=pricing&secure%5Bexpires_at%5D=2026-07-13+05%3A46%3A34+-0500&secure%5Bsession_id%5D=f67e6bc3-a6d2-4980-8723-f6786dea93ca&secure%5Btoken%5D=a085e90ef025b59e3e4ec65c6f9202317fd3f45abe0c7e0c439df6e7d47c84ff&format=llm_user)
## Insycle Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Fin](https://www.g2.com/products/fin/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)

## 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

**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

**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

**Campaign Execution**
- Website Personalization 
- Prioritized Accounts 
- Trending Accounts 
- Email Campaigns 

**Functionality**
- Identification
- Correction
- Normalization
- Preventative Cleaning
- Data Matching

**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

## Top Insycle Alternatives
  - [DemandTools](https://www.g2.com/products/demandtools/reviews) - 4.6/5.0 (275 reviews)
  - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (928 reviews)
  - [Demandbase One](https://www.g2.com/products/demandbase-one/reviews) - 4.4/5.0 (1,942 reviews)

