Sales & customer support

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

CRM: define association labels and limits between HubSpot object types

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

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

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

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

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

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

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

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

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

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

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

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

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

CRM: create, search, batch update and link agreements to deals and contacts

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

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

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

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

Quality assurance: score conversations, run calibrations, coaching sessions, scorecards, and work-item reviews

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

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

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