Sales & customer support

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Lead data: browse, enrich and score leads, publish them to CRM, manage lists and subscriptions

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

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

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

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

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

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

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

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

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