Sales & customer support

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

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

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

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

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

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

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

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

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

B2B data: find companies and people, enrich emails and phones, run outreach campaigns

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

Legal intake: manage leads, calls, cases, appointments and CRM integrations for law firms

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

CRM and sales funnel: manage projects, customers, contacts, forms and AI agents

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: define association labels and limits between HubSpot object types

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

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

Coach messaging: manage leads, conversations, review queue, bookings, campaigns and broadcasts

CRM: manage leads, contacts, opportunities, calls, emails and sequences

CRM and project work: manage clients, deals, projects, tasks, time entries and invoices

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