Sales & customer support

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

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

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

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

CRM: define association labels and limits between HubSpot object types

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

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

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

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

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

Customer messaging: manage inboxes, chats, contacts, broadcasts, WhatsApp templates and AI assistants

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

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

CRM, billing and support: manage people, subscriptions, invoices, email campaigns and support cases

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

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

Business lead data: browse, score, enrich and publish leads to your CRM, with subscriptions and list management

Lead capture, follow-up automation, SMS and calls, conversations, and suppression for sales teams

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

Automotive dealership CRM: manage shoppers, leads, appointments, tasks and communication consent

Customer records: manage individuals and businesses, addresses, tags, groups and loyalty cards

Contacts, organizations, activities: query, bulk-update, tag and segment CRM records

CRM: manage accounts, contacts, leads, opportunities, activities, quotes and products

CRM: create and track sales leads, opportunities and quotes for prospect customers