Sales & customer support

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

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

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

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

Sales engagement: manage sequences, prospects, tasks, emails, calls and CRM notes

Lead capture, follow-up automation, SMS and calls, conversations, and suppression for sales teams

Sales prospecting: funding rounds, people and company data, email finding and verification, and outreach

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

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

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

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

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

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

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

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

CRM activity: log, search, update and link email conversations to contacts and deals

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

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

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

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

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

CRM: manage HubSpot project records, their associations, batch operations and search

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

HubSpot: retrieve account details and daily private app API usage metrics