Sales & customer support

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

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

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

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

CRM workflows: create, update and delete custom actions, their functions and revisions

CRM: create, read, update, search and archive products attached to deals and quotes

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

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

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

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

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

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

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

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

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

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

Field service CRM: manage leads, jobs, clients, estimates, invoices and scheduling

Sales data: funding rounds, live people and page reads, email verification, cited company profiles, and LinkedIn actions

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

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

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

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

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

LinkedIn automation: search people, companies and posts, send connection requests and DMs, manage inbox and contacts