Sales & customer support

CRM: manage HubSpot contact lists, list folders, and list memberships in batches

CRM contracts: create, renew, amend, preview and terminate customer contracts with change tracking

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

Customer support: manage conversations, customers, help center articles, canned responses, SLA rules and CSAT surveys

Events: send single or batched custom event occurrences to HubSpot

CRM events: define custom events, manage their properties, and batch-send event data

CRM: create, read, update, search and batch-manage records of any object type

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

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

CRM: manage pipeline rules, stage edit permissions and approval workflows

CRM: check which object types are activated, by listing all or fetching one

Sales automation: list outreach flows, enroll contacts and check their enrollment status

CRM: list forecast submission events from HubSpot's beta forecasting endpoint

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

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

CRM: read forecast type definitions and their settings from HubSpot

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

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

Business data: search people and companies, find contacts, track LinkedIn job changes and engagement

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

CRM: manage contacts, records, deals, chats and threads, and run AI queries

CRM data imports: create, list, track, cancel and retrieve errors for HubSpot imports