May 14, 2020

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 your CRM is difficult enough without having to worry about all of the issues that come along with two platforms syncing.

Both HubSpot and Salesforce have unique ways of handling duplicate records that[…]

April 16, 2020

Fixing Non-Matching State & Country Fields That Break the HubSpot and Salesforce Sync

If you sync your Salesforce and HubSpot databases then you probably have dealt with the pain that non-matching state and country fields can cause.

For every contact record in your database, your state and country fields have to match, exactly, between HubSpot and Salesforce.

If they don’t, the sync breaks and data for the record is not shared between the two platforms.

This can be a serious[…]

April 09, 2020

Why You Should Care About Phone Number Formatting In Your CRM (and How to Fix Them)

Your CRM is responsible for storing your most critical customer data. It’s that data that you use to contact customers and prospects, personalize engagements, and put your teams in a position to succeed in their interactions.

One of the most critical fields that you collect in a CRM is customer and prospect phone numbers.

Along with emails, phone numbers provide the most direct way to[…]

April 02, 2020

Considerations for Using HubSpot’s Automatic Association to Companies

Few things have more of a negative impact on daily operations than improperly associating, or failing to associate, contacts to companies in HubSpot. Improperly associated contacts act as a roadblock for your teams.

Your marketing teams will miss out on opportunities to personalize communications using contact and company data. Your sales teams, especially in account-based sales, will fail to[…]

November 21, 2019

3 Steps to Take Control of Your Sales Operations Data

Data is the energy that powers sales teams. It helps them to understand who prospects and customers are, what they care most about, and how their product can be positioned in a way that alleviates pains and solves problems for specific customer segments. 

The organization, analysis, and usage of your sales operations data will play a critical role in your company’s ability to capitalize on[…]

November 21, 2019

Making Data-Backed Decisions in Conversational Marketing

It’s the new way to communicate with potential customers: Conversational Marketing. As with any shiny new tool, we must make rational, data-backed decisions. It’s not enough to simply pop a live chat module or chatbot onto our website. 

Before getting into how to make data-backed decisions in conversational marketing, let’s use data to decide if it’s right for you. 

  • 79% of consumers are willing[…]

October 03, 2019

Fix Stray HubSpot Contacts With Bulk Association — Connect Contacts to Companies and Deals With Complete Control

If you’ve been using your CRM for a decent amount of time, there is a good chance that you have “stray” contacts in your HubSpot contact database.

There are many cases that commonly cause stray contacts in HubSpot databases too. Stray contacts are simply contacts that exist within your system but aren’t associated with a company inside of the HubSpot database.

Maybe you need to manage parent and[…]

September 18, 2019

How Insycle Helps Companies Measure ROI on Webinars, Podcasts, Trade Shows and Other Events Happening Outside HubSpot

We’ve all been there. 

You just finished launching a new campaign — maybe a webinar, media buy, or podcast. You’ve had your message heard by a wide variety of your ideal customers. Now you have a .CSV full of their data.

It’s critical that you act on those new relationships and begin delivering relevant contextual marketing content to them right out of the gate. You only stay top-of-mind for so[…]

September 05, 2019

How Insycle Solves Common Problems with HubSpot and Salesforce Integration

HubSpot and Salesforce are two of the most popular marketing and sales platforms in existence today. Naturally, each platform specializes in specific areas and provides unique benefits, leading to many companies integrating both platforms into their daily processes.

Ensuring that HubSpot and Salesforce are connected and synced to share data between them is absolutely critical for maintaining a[…]

August 22, 2019

How to Clean HubSpot Import Contacts and Improve Your ROI

So, you have a list of contacts that you would like to upload into HubSpot, but you’re worried about duplicate data, overwritten records, and other common issues that come with importing HubSpot contacts?

Or maybe you have a whole host of new data for existing contacts in your HubSpot database and you just want to upload the new data into the system, but are worried about overwriting records and[…]

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