Sales & customer support

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

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

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

Lists: create and manage CRM record lists, folders, memberships and ID mappings

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

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

Automation flows: create, read, update and delete HubSpot workflows, plus action types and revisions

CRM: manage calling extension settings, channel connections, call recordings and inbound calls

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

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

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

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

CRM: create, read, search and batch-manage commerce payment records and their associations

CRM: create, read, update and delete custom object types and their associations

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

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

Company intelligence: job openings, news, tech stack, funding, SEC filings and connections for B2B prospecting

CRM: create, read, update, search and archive fee records, plus batch operations and associations

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

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

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

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

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

CRM: define custom fields and field groups for contacts, companies and deals