Sales & customer support

Helpdesk: manage tickets, comments, attachments, contacts and automation rules per brand

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

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

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

CRM: manage contacts, notes, reminders, companies, groups and calendar events

Sales prospecting: funding rounds, cited company profiles, research briefs and email verification

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

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

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

Bookings: list, create and cancel appointments, check event type availability, manage webhooks

CRM: manage companies, contacts, leads, opportunities, pipelines, notes, activities and lists

CRM: create, list, update and delete sales leads with contact and company details

CRM: define association labels and limits between HubSpot object types

Sales calls: recordings, playbooks, call tags, forecasting and bot call joins

Legal intake: manage leads, calls, cases, referrals and integrations with CRMs like Clio and Filevine

Customer support and engagement: tickets, help center articles, chat, banners and product tours

Signals: create intent-based lead alerts, watch companies and people, and enrich contacts and firmographics

GTM data layer: manage CRM tables, enrichments, mailboxes, sequences and the outreach inbox

CRM and sales funnel: manage projects, customers, contacts, forms and AI agents

Notetaker: retrieve AI conversation recaps attached to CRM records

Go-to-market automation: review and send cards, manage leads, run workflows, track conversions

B2B lead generation: find emails, enrich contacts and companies, search prospects, export lists to CSV or HubSpot

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