Agency Service Primer for Insycle + HubSpot

Interested in expanding your service offerings? Learn more about the services you can offer your clients with Insycle and its HubSpot integration.

Insycle-logoBy partnering with Insycle, your agency can offer:
  • Data management services
  • Data de-duplication
  • Data import services
Plus, it will all be integrated with your client's HubSpot CRM. 

What is the service?

Data management services - Business data is increasingly stored behind cloud apps, but there are no standard tools (like SQL) to manage cloud apps data. Instead of spending hours exporting data to spreadsheets and wrestling with VLOOKUP or embarking on API development projects, Insycle is a modern tool that agencies can use to help clients work directly on their data interactively. Insycle offers a unified workspace to manage data that works consistently across cloud apps.
  1. Remove duplicate data service (by any field)
  2. Advanced data import service (match by any)
  3. Cleanse data service (bulk capitalize contacts, standardize values USA/United States)
  4. GDPR analysis (data exploration to identify personal data)
  5. Data management services (data manipulations, bulk update/delete, instead of custom API development)

Who is an ideal client?

Clients who are frustrated with duplicate data, inaccurate reports, and lost time cleaning data. According to a study by Gartner, annoying customers with the same materials multiple times results in a 25% reduction in potential revenue gains. Having multiple records for the same customer leads to wasted time and confusion among your teams, and results in missed opportunities. Ultimately, mistakes will be made, and members of your team will move forward with incomplete information. 


How does it complement Inbound?

Insycle helps HubSpot users spend less time on mundane data tasks and instead focus on high impact work to improve marketing and engagement. Insycle makes it easy to achieve high quality clean data in HubSpot to support marketing automation and reporting. 

  • Avoid lost productivity due to duplicate data
  • Avoid budget waste due to the cost of redundant data (software/materials/effort)
  • Avoid suffering brand reputation by annoying your prospects multiple times
  • Avoid missed opportunities due to confusion and lack of confidence in the internal data
  • Align marketing, sales, and services teams towards single customer view, everyone takes a hit when data is bad.

Get Insycle to help your agency grow

25+ integrated software solutions, available at no cost to Platinum and Diamond HubSpot Agency Partners

Interested in other agency services?

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Insycle + HubSpot Integration

The modern way to organize, cleanse, and update data in multiple platforms – all in one place.

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