Sales & customer support

Research panels: manage people, studies, participants, screeners, incentives and consent submissions

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: 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

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

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

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

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

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

CRM: manage leads, businesses, products, tags, lists, activities and conversations

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

Solar sales CRM: manage deals, quotes, leads, customers, incentives and installation files

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

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

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

Support tickets, contacts, accounts, knowledge bases and tasks in one help-desk API

Website visitor identification: look up companies and contacts, enrich leads and manage CRM records

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

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

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

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