Sales & customer support

CRM: manage people, organizations, deals, tasks, products and sales pipeline funnels

CRM: read, batch-fetch and search customer feedback responses in HubSpot

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

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

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

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

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

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

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

CRM: define custom fields and field groups for contacts, companies and deals

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

CRM workflows: create, update and delete custom actions, their functions and revisions

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

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

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

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

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

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

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

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

CRM: create, search, batch update and link agreements to deals and contacts

CRM: log and manage messages and call records, with search, batch and CRUD operations

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

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