Sales & customer support

CRM: create, search, update, merge and archive records, with batch operations and associations

CRM: create, search, update and archive sales prospects in single or batch calls

Customer messaging: manage contacts, companies, conversations, help articles, tickets and data events

CRM: create, search, update, merge and archive sales order records in bulk

CRM: create, search, merge and archive partner client records, plus their associations

CRM: create, search and batch-manage to-do items and their links to contacts and deals

CRM: create, read, update, search and merge custom object records

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

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

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

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

CRM: link, label, read and remove relationships between records

CRM: manage user records with batch create, read, update, archive and search, plus associations

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

CRM activity: log, search, update and link email conversations to contacts and deals

CRM: create, search, update and archive shopping cart records in HubSpot

CRM: log, search, update and merge call records, with batch and GDPR deletion

Sales automation: list outreach flows, enroll contacts and check their enrollment status

CRM: manage course records with search, batch updates, associations and GDPR deletion

Prospect lists, campaigns, contact search and LinkedIn outreach: build lists, enrich with AI columns, run sequences

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

HubSpot: set and query app feature flags per account, with batch updates and deletes

CRM: read, search, batch-update and edit HubSpot partner service records

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