Marketing automation, contact management, deal tracking, and customer engagement workflows.
CRM
Creates new contact records with properties and associations.
Retrieves contact details including engagement history.
Modifies contact properties and list memberships.
Searches contacts by properties or engagement data.
Creates new company records in the CRM.
Creates new deals in the sales pipeline with stage and amount.
Searches deals by properties; stage; or owner.
Opens support tickets for customer service tracking.
Gets sales team members for deal assignment.
Links related records like contacts to companies.