Sales & customer support

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

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

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

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

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

CRM: create, search, update and archive postal mail records and their associations

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

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

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

CRM: define association labels and limits between HubSpot object types

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

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

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

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

Sales: manage people, deals, outreach, tasks, network ties and engagement analytics

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

Lead data: browse, enrich and score leads, publish them to CRM, manage lists and subscriptions

LinkedIn outreach: read leads, conversations and funnel stats, and queue connection requests and replies (60-100 chars)

CRM: create, read, update and delete object tags on CRM records

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

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

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