Case Study: Improve Lead Scoring with Accurate Child-Parent Associations and a HubSpot+Salesforce Sync

This post is part of a series that explores problems our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: An Active CRM Sync Made ...

Case Study: Keeping Duplicate Deals Out of Your CRM to Improve Sales

This post is part of a series in which we explore problems that our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: Duplicate Dea...

How Inconsistent Phone Number Formatting Complicates Deduplication

Staying on top of duplicate CRM data is a constant battle, and deduplication tools in popular CRMs typically only scratch the surface. To identify and merge more duplicates, companies must match and m...

Salesforce Duplicate Management: How to Automate Salesforce Deduplication

Tired of combing through your Salesforce, HubSpot, or Intercom databases by hand to identify to remove duplicate entries? Duplicate Salesforce data can be a serious problem. It can be a drain on your ...

Why Picking the Right Master Record is Critical in CRM Deduplication

When you deduplicate and merge records in your CRM, how do you determine which record remains and which one gets removed? How do you know that you are picking the right ‘master’ record? Making the rig...

8 Ways Mailchimp Duplicates Are Impeding Your Marketing Efforts

Are duplicate Mailchimp contacts impacting your ability to personalize and segment emails, tarnishing your brand reputation, or impacting your email sending reputation due to spam flags or undelivered...

Hidden Duplicates: 11 Advanced Ways to Identify & Deduplicate Customer Data

If you are responsible for managing customer data, it is almost certain that you have dealt with the headaches that duplicate data creates. Whether that duplicate data ended up in your system as the r...

How to Merge Salesforce Accounts Flexibly and Automatically

Duplicate accounts in Salesforce can be a serious problem for account-based sales and marketing teams. Duplicate accounts break your single customer view and can cause confusion among your teams. The ...

Why HubSpot Duplicate Contacts are Hurting Your Marketing Team and Straining Your Budget

Have you ever dug through your marketing campaigns to find that you sent the same promotion to the same customer multiple times? This is just one of the many examples of problems that duplicate data i...

How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing

Have you ever tried to deduplicate contacts across HubSpot and Salesforce, while the two platforms are syncing? If you have you know that it can get pretty complicated. Fixing duplicate records in you...

Start Your Free Trial