Sales & customer support

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

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

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

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

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

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

Lead campaigns: read leads, set caps and filters, pause suppliers and buyers, export data

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

CRM workflows: create, update and delete custom actions, their functions and revisions

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

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

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

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

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

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

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

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

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

CRM: define association labels and limits between HubSpot object types

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

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

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

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

CRM and sales: manage contacts, deals, tasks, campaigns, WhatsApp channels and VoIP calls