Sales & customer support

CRM records: create, read, search, batch-update and merge contacts, deals and other objects, with associations

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

CRM: create, read, search, update and archive sales proposals, singly or in batches

CRM: configure sales and support workflow stages for deals and tickets, with change history

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

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

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

CRM: manage discount records, search, batch updates, merges and associations with deals

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

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

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

Relationship data: manage people, companies, topics, stories and automations, plus identity linking and merges

CRM: define association labels and limits between HubSpot object types

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

Events: send single or batched custom event occurrences to HubSpot

CRM: schedule, search and update meeting records, link them to contacts and deals

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

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

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

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