Sales & customer support

CRM: define association labels and limits between HubSpot object types

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

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

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

CRM: manage calling extension settings, channel connections, call recordings and inbound calls

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

CRM: manage user records with batch create, read, update, archive and search, plus associations

Automation flows: create, read, update and delete HubSpot workflows, plus action types and revisions

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

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

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

CRM: manage company records, search them, merge duplicates and link them to other objects

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

CRM: create, read, search, update, merge and archive support requests, plus batch and object associations

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

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

Quality assurance: score conversations, run calibrations, coaching sessions, scorecards, and work-item reviews

Customer feedback platform: tickets, help center, in-app engagement, sessions and AI content

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

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