Records

Use this capability family for creating, updating, deleting, and merging CRM records after the exact target records and object types are clear.

At A Glance

Supported actions	Bridge or hybrid actions	Access used
5	0	crm.objects.companies.write, crm.objects.contacts.write, crm.objects.custom.write, crm.objects.deals.write, tickets

Common Requests

• Create a small batch of CRM records with required properties.
• Update specific records after confirming IDs or names.
• Merge duplicate records only after confirming which record should remain.

Review Checklist

• Confirm the target portal is correct.
• Check the operation names, target assets, and required access.
• Resolve missing-permission warnings before execution.
• Review operation results after execution.
• Verify record IDs, object types, and merge direction before execution.
• Inspect HubSpot after batch changes to confirm the affected records look right.

Supported Actions

Action ID	What it does	Execution	Required access	Main details
batch_create_records	Create multiple CRM records in a single batch.	Does not require the bridge extension	Depends on the target object type	object type, records
batch_delete_records	Delete multiple CRM records in a single batch.	Does not require the bridge extension	Depends on the target object type	object type, record IDs
batch_update_records	Update multiple CRM records in a single batch.	Does not require the bridge extension	Depends on the target object type	object type, records
merge_records	Merge two duplicate CRM records.	Does not require the bridge extension	Depends on the target object type	object type, primary ID, merge ID
upsert_records	Create or update CRM records using a unique property.	Does not require the bridge extension	Depends on the target object type	object type, match property, records

Action Details

Create multiple CRM records in a single batch

Create multiple CRM records in a single batch. The draft records object type, records for review.

• Action ID: batch_create_records
• Change type: Create
• Execution: Does not require the bridge extension
• Required access: Depends on the target object type
• Main details reviewed in the plan: object type, records

Delete multiple CRM records in a single batch

Delete multiple CRM records in a single batch. The draft records object type, record IDs for review.

• Action ID: batch_delete_records
• Change type: Delete
• Execution: Does not require the bridge extension
• Required access: Depends on the target object type
• Main details reviewed in the plan: object type, record IDs

Update multiple CRM records in a single batch

Update multiple CRM records in a single batch. The draft records object type, records for review.

• Action ID: batch_update_records
• Change type: Update
• Execution: Does not require the bridge extension
• Required access: Depends on the target object type
• Main details reviewed in the plan: object type, records

Merge two duplicate CRM records

Merge two duplicate CRM records. The draft records object type, primary ID, merge ID for review.

• Action ID: merge_records
• Change type: Update
• Execution: Does not require the bridge extension
• Required access: Depends on the target object type
• Main details reviewed in the plan: object type, primary ID, merge ID

Create or update CRM records using a unique property

Create or update CRM records using a unique property. The draft records object type, match property, records for review.

• Action ID: upsert_records
• Change type: Update
• Execution: Does not require the bridge extension
• Required access: Depends on the target object type
• Main details reviewed in the plan: object type, match property, records
• Planning notes:
  • Use one stable unique property for the whole batch.
  • Prefer a custom unique property instead of email for contact upserts that omit unchanged properties.
  • Create associations in a later operation using any record refs emitted here.

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