Sales & customer support

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

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

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

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

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

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

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

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

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

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

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

Customer support and engagement: tickets, help center, surveys, chat, sessions, and contacts

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

CRM: log, search, update and merge call records, with batch and GDPR deletion

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

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

CRM: create, read, update, search and archive products attached to deals and quotes

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

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

CRM: define association labels and limits between HubSpot object types

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

Lists: create and manage CRM record lists, folders, memberships and ID mappings

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

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