Data quality, deduplication, import/export, field history archiving, data cloud integrations, data preparation recipes, and statistical assessment tools.
Domain hub
Crm packages
This hub groups Crm packages so teams can browse and review them from one stable page.
Asynchronous messaging channels enabling customer conversations across SMS, WhatsApp, Facebook Messenger, and more.
Multi-dimensional forecasting engine with custom measures, dimension sources, display groups, and partner collaboration.
Tax rate configuration, geographic tax rules, multi-currency exchange rates, dated conversion rates, and fiscal period definitions for financial compliance.
In-app prompt actions, localization, error tracking, and version management for delivering contextual guidance and walkthroughs to users.
Customer account hierarchy, territory org-unit structures, segmentation rules, sales organization assignments, and account-level planning.
External credentials, named credential parameters, connected apps, auth identity providers, network connections, remote proxies, and integration environment resources for external system connectivity.
When transactions go sideways. Handles dispute lifecycle from initial filing through arbitration, chargebacks, merchant alerts, and queue-based resolution workflows.
Order-to-fulfillment orchestration with step-based decomposition, fallout rules, dependency chains, workspace management, and sales transaction tracking.
Multi-service appointment bundling with aggregation, restriction, sorting, and propagation policies.
Where capital markets meet CRM. Tracks deals, bids, participants, interactions, and financial plans alongside goal-based planning and portfolio target allocations.
Permission sets, user access policies, entity and field access descriptors, security health checks, IP address ranges, delegate groups, API protection policies, and profile customizations safeguarding org data.
hubspot API schema: 34 streams, 890 fields.
Order item configuration with attribute-level detail, rate card entries, usage resource grants, and delivery method assignment.
Configurable embedded service experiences with branding, custom components, flows, and chat integration.
copper API schema: 4 streams, 80 fields.
ESG disclosure frameworks, reporting periods, document management, and external content integration.
Quote-to-order construction with line-level attributes, rate adjustments, usage resource policies, grouping, and save/completion event tracking.
The backbone of insurance operations — from policy lifecycle and coverage tracking to rate plans, surcharges, and benefit eligibility. These objects power the full spectrum of P&C, life, and group insurance management.
Product catalog hierarchy, pricing rules, consumption schedules, price protection, and media objects that define what is sold and at what terms.