Sales & customer support

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

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: link, label, read and remove relationships between records

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

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

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

Jobs and companies: search job postings and technographics, find decision makers, manage saved searches and webhooks

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

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

Lead data and lookups: manage datasets, segments and users, and query IP, domain and email records

Contacts, sessions and notes: search and manage contacts, read session transcripts and tasks

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

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

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

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

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

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

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

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

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

HubSpot workflows: create, read, update and delete automation flows and their revisions