Sales & customer support

CRM: read forecast type definitions and their settings from HubSpot

CRM: manage company records, search them, merge duplicates and link them to other objects

CRM support requests: create, search, merge, update and archive, singly or in batches

CRM: log activity entries, search them, and link them to contacts, deals and companies

CRM automation: enroll contacts in email workflows, track their progress and performance

CRM: create, search, update and archive sales goals and their targets

CRM: manage appointment records, their associations, batch operations and search

CRM pipeline: create, search, update, merge and archive sales opportunities in batches

Business data: search people and companies, find contacts, track LinkedIn job changes and engagement

CRM: manage AI assistants, leads, custom fields, conversations and channels

Customer support: manage conversations, customers, help center articles, canned responses, SLA rules and CSAT surveys

CRM: create, read, update and delete object tags on CRM records

CRM: manage contacts, records, deals, chats and threads, and run AI queries

CRM data imports: create, list, track, cancel and retrieve errors for HubSpot imports

HubSpot CRM data exports: start async exports and track status and download links

CRM: read the quota limits for associations, custom objects, properties and pipelines

HubSpot workflows: create, read, update and delete automation flows, revisions and email campaigns

CRM: read and upsert deal splits by associated deal ID in batches

CRM: manage calling extension settings, channel connections, call recordings and inbound calls

CRM: link contacts, companies and deals, read links, and manage association labels

CRM events: subscribe apps to HubSpot change events and manage target URLs and subscriptions

CRM calling: create, retrieve and delete call transcripts, and handle inbound calls

CRM: define association labels and limits between CRM object types, create, update and delete them

CRM: define custom fields and field groups for contacts, companies and deals