Data Quality & Hygiene

Fuzzy matching across contacts and companies using email, phone, and name together. The sidebar surfaces likely duplicates inline while editing; the bulk view merges dozens of pairs in one session.

• Fuzzy matching across email, phone, name
• Cross-object dedup (contact ↔ company by domain)
• 4 match algorithms (strict / fuzzy / phonetic / hybrid)
• Confidence-threshold bulk auto-merge + scheduled scans

Replaces Insycle, Dedupely

A native HubSpot workflow action that automatically merges a record with its highest-confidence duplicate when the threshold is met — perfect for catching dupes at form-submit time.

• Native HubSpot workflow action
• Configurable confidence threshold per action
• Dry-run mode for safe testing
• 24h revert window + full audit log

Replaces Insycle workflow merge

Upload a CSV and analyze it against existing HubSpot data before importing. Every row gets a verdict; partial-import mode commits only the clean rows so one dupe never kills the whole job.

• CSV upload + diff against your entire CRM
• Per-row verdict (clean / would-dupe / suggested-merge)
• Column auto-mapping wizard with confidence scoring
• Partial-import + resumable jobs

Replaces Dedupely import, raw HubSpot CSV import

Standardizes phones to E.164, names to title-case, country codes to ISO-2, emails to lowercase, and domains to canonical form. A dry-run preview shows the diff before committing.

• 15+ field types normalized out of the box
• Dry-run preview with diff + per-property apply/skip
• Continuous mode runs on every create + update
• URL, social-handle, postal-code, currency, time-zone handling

Replaces Insycle normalize, hand-rolled scripts

Finds contacts on the wrong company (domain mismatch), orphan records with no associations, and companies with no contacts — with a one-click fix per suggestion and an audit trail.

• Contacts on the wrong company (domain mismatch)
• Orphan-record detection + bulk actions
• Email-domain → company suggestions
• Per-fix audit log

Replaces (no native HubSpot equivalent)

An org-wide 0–100 hygiene grade refreshed nightly, with a component breakdown (completeness, freshness, accuracy, consistency) showing exactly where to focus cleanup.

• 0–100 org hygiene grade with per-category drill-down
• 90-day historical trend + weekly digest
• Anonymized benchmark vs same-industry tenants
• Quality score chip on every record

Replaces DataHQ Score

Edit hundreds of contacts or companies in a spreadsheet-style grid. Edits are staged server-side and applied with rate-limited batches so the HubSpot API never gets throttled mid-job.

• Spreadsheet grid for contacts / companies
• Formulas (CONCAT, UPPER, IF) + find/replace
• Conditional updates + column-level validation
• Undo-last-operation (24h) + saved templates

Replaces Insycle bulk grid, CSV round-trips

A nightly AI scan that flags malformed values, missing fields, and inconsistent formatting into a review queue with accept/dismiss controls — so ops triages in 10 minutes instead of running ad-hoc audits.

• Nightly AI scan across every contact + company
• Severity scoring per finding
• Rule synthesis from observed patterns
• Weekly review queue with batch accept/dismiss

Replaces Insycle AI

Detects bounces and title/company changes, then surfaces former champions at their new companies as fresh outreach targets — the highest-converting segment most teams never work.

• Email-bounce + title/company change detection
• "Champion at new company" alert with outreach template
• Re-add-to-outreach automation on detection
• Auto-update the HubSpot contact on confirmed change

Replaces LeadIQ JobChange, UserGems