Sales & customer support

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

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

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

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

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

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

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

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

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

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

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

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

CRM: create, search, update and archive postal mail records and their associations

Automotive dealership CRM: manage shoppers, leads, appointments, tasks and communication consent

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

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