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, merge and archive support requests, plus batch and object associations

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

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

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

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

Contact center: manage Flex flows, web and chat channels, interactions, plugins and quality assessments

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

B2B lead generation: find emails, enrich contacts and companies, search prospects, export lists to CSV or HubSpot

Sales CRM: manage deals, leads, contacts, activities, files, pipelines and goals

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

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

CRM: manage companies, contacts, leads, opportunities, pipelines, notes, activities and lists

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

CRM: create, read, update and delete app cards shown on HubSpot records, plus view migration

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

CRM: define association labels and limits between HubSpot object types

CRM: create, read, search and batch-manage commerce payment records and their associations

Sales prospecting: funding rounds, people and company data, email finding and verification, and outreach

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

CRM: create, search, update and archive listing records in batches or one at a time

Conversations: read and send threaded messages across inboxes, channels and channel accounts

CRM: create, search, update and archive subscription records, with batch and association endpoints