bulk operations

Data clutter and inconsistencies hurt productivity and harm the morale of your teams.

The Bulk Operations module helps you declutter and purge low-quality data and update your data in bulk. If you are tired of updating by hand or creating complicated Excel formulas, Bulk Operations can help.

Insycle helps you to declutter Salesforce CRM, bulk update data in any field, link contacts to accounts, clear fields, and bulk delete records with the Bulk Operations module.

Table of Contents

Use Cases

Sample Use Case: Link and Associate People to Companies

How It Works

With Insycle's Bulk Operations module for HubSpot, you can declutter and purge low-quality data, bulk update data in your CRM, and associate contacts, companies, deals, and custom objects.

Using Insycle, you can bulk update, clear values, associate records, or delete records. You can run in Preview Mode to ensure the operation runs as intended, then chagne to Update Mode to push the changes live to your database.

In Update mode, the changes are pushed to your live database immediately after the operation runs.

Quick Summary

With Insycle's Bulk Operations module for Salesforce, you can declutter and purge low-quality data, bulk update data in your CRM, and associate contacts, companies, deals, and custom objects.

Using the module is simple. You filter your data using flexible rules, then update the data in bulk. Insycle offers many default templates to help you do things like removing role-based emails, associating records using any field, and identifying invalid phone numbers.

With Insycle, you can run deduplication processes in bulk, then automate the process using templates to keep your data consistent and uncluttered on a regular schedule.

Salesforce Record Types Supported

Insycle supports the following Salesforce record types:

  • Contacts

  • Accounts

  • Leads

  • Opportunities

  • Custom Record Types

You can select the record type you would like to import at the top of the module screen.

Link Salesforce Accounts, Contacts, Opportunities, and Leads

Insycle allows you to create

  • Accounts to contacts

  • Accounts to leads

  • Accounts to opportunities

lead to account

You can select the record type you would like to import at the top of the module screen.

Learn More:

Multi-Select Checkbox Fields, Bulk Append & Subtract

Bulk updating multi-select picklists are critical for maintaining order in Salesforce. Multi-select fields are often used for tracking things like interest in products, events attended, and other data that requires consistent updating.

The issue is that appending new data to existing multi-select checkbox fields in Salesforce requires that you re-import your historical data along with the new multi-select data. Adding new selections to existing selections, without including those previous selections in the CSV, causes that data to be overwritten and lost in Salesforce.

Updating multi-select checkbox fields is simple. First, using the Bulk Operations module, you use rules to filter data down to those records that you would like to update. With the right records filtered, you can then append or subtract data from multi-select picklists in just a few clicks.

Learn more:

Bulk Convert Leads to Contacts In Salesforce

Insycle makes it easy to convert leads to contacts in Salesforce, in bulk.

First, you filter your leads using rules, down to the leads that you would like to convert. For instance, maybe you choose to convert all leads that were created after a certain date. Then you simply tell Insycle to convert your selected leads to contacts.

convert leads to contacts

Learn More:

Convert Salesforce Leads to Contacts In Bulk

Preview Changes Before They Go Live

With Insycle, you can always preview the changes that you are making to your data before those changes are pushed to your live database. When you run any module in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, or using Recipes.

Audit Trail and History

The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected, including while using Bulk Operations.

Frequently Asked Questions

Can Insycle bulk update data in my CRM?

Yes, you can use Insycle to bulk update your data. To learn more click here.

Can I use Insycle to bulk assign owners to contacts or accounts?

Yes, Insycle can help you to bulk delete records in your CRM using advanced rules. To learn more click here.

Can Insycle bulk update delete in my CRM?

Yes, you can use Insycle to bulk update your data. To learn more click here.

Can I associate records in bulk?

Yes, the Bulk Operations module gives you advanced ways to identify and associate contacts, companies, and deals. To learn more click here.

Can Insycle handle multiple associations and labels in HubSpot?

Yes, Insycle is able to set multiple associations for HubSpot records. For more information, click here.

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