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 HubSpot CRM, bulk update data in any field, associate any record type, clear fields, and bulk delete records with the Bulk Operations module.

Table of Contents

Use Cases

Sample Use Case: Bulk Associate Contacts, Companies, and Deals in HubSpot

Quick Summary

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 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.

HubSpot Record Types Supported

Insycle supports the following HubSpot record types:

  • Contacts

  • Companies

  • Deals

  • Custom Record Types

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

objects

HubSpot Multiple Associations & Labels

With Bulk Operations, you can associate contacts, companies, deals, and custom objects, in bulk and automatically. Insycle allows you to use any field in your database to match flexibly.

Insycle supports the latest HubSpot multiple associations and association labels. You can use Insycle to add or remove multiple associations between any object (including custom object and parent/child companies) and select an association label. For example, associate two companies with the same contact, label one company "primary" and the other as "agency."

Insycle also supports the ability to add or remove child and parent company associations and hierarchies, using rules, in bulk.

Learn more:

Additional Email Addresses

Bulk deleting secondary email addresses in HubSpot is simple with Insycle's Bulk Operations module.

First, you filter your data down to the records that contain secondary emails. Then, you tell Insycle to clear the field and run the module. With just a few clicks, you've removed secondary emails from your contacts.

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Multi-Select Checkbox Fields, Bulk Append & Subtract

Bulk updating multi-select picklists is critical for maintaining order in your CRM. 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 HubSpot 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 HubSpot.

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:

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, using Recipes, or integrating with Workflows.

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.

Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for issues in your data and fix issues by updating in bulk using Bulk Operations.

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