Sales & customer support

LinkedIn outreach: read leads, conversations and funnel stats, and queue connection requests and replies (60-100 chars)

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

Customer support and engagement: tickets, help center, surveys, chat, sessions, and contacts

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, merge and archive sales order records in bulk

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

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

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

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

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: 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

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