Sales & customer support

CRM: create, search, update and archive subscription records, with batch and association endpoints

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

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

HubSpot: set and query app feature flags per account, with batch updates and deletes

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

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

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

CRM: create, read, update and delete app cards shown on HubSpot records, plus view migration

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

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

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

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

Go-to-market: manage leads, companies and campaigns, qualify and enrich prospects, and run outreach

CRM: manage leads, contacts, opportunities, calls, emails and sequences

GTM automation: review queue, agent messages, workflows, leads and conversion events

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

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

CRM: create, search, update, merge and archive records, with batch operations and associations

Sales agents: manage modules, leads, CRM pipeline, billing and analytics via API

Legal intake: manage leads, calls, cases, appointments and CRM integrations for law firms

Real estate CRM: manage contacts, leads, deals, properties, contracts, leases and financial transactions

Chatbots, FAQs, contacts and deals: train AI chatbots and manage leads, pipelines and inbox threads

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

Invoicing: manage customer and vendor records, addresses, portal access, statements and payment reminders