Sales & customer support

CRM: manage contacts, notes, reminders, companies, groups and calendar events

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

Sales engagement: manage sequences, prospects, tasks, emails, calls and CRM notes

Customer support: manage conversations, customers, help center articles, CSAT surveys and session recordings

GTM data layer: manage CRM tables, enrichments, mailboxes, sequences and the outreach inbox

CRM: manage HubSpot project records, their associations, batch operations and search

CRM records: manage records, lookups, documents, insights, and marketing lists

CRM: manage accounts, contacts, opportunities, orders, products and sales data in Sage Sales Management

CRM: read, batch-fetch and search customer feedback responses in HubSpot

CRM: read and upsert batches of deal split records, keyed by associated deal ID

Sales prospecting: search funding rounds, cited company profiles, launches and people, plus email checks

Bookings: list, create and cancel appointments, check event type availability, manage webhooks

Sales meeting recordings: list and fetch recordings, transcripts, summaries, scorecards and groups

Customer success: read accounts, contacts, churn scores, journeys, tasks, events and surveys

Customer onboarding: manage entities, workflows, bots, conversations and knowledge base collections

Lead capture, follow-up automation, SMS/MMS and calls, with contact suppression and conversation tracking

Business lead data: browse, score, enrich and publish leads to CRM, manage lists and subscriptions

Customer support platform: manage issues, accounts, contacts, knowledge bases and call recordings

LinkedIn lead generation: search people and companies, send connections and DMs, read inboxes

Recruiting: manage candidates, sourcing, outreach campaigns, assessments and interviews

CRM: create, read, update, search and archive fee records, plus batch operations and associations

CRM: create, search, update and archive postal mail records and their associations

Real estate CRM: manage contacts, leads, deals, properties, contracts, leases and financial transactions

Sales and marketing: manage contacts, companies, deals, meetings, sequences, documents and quotes via API