Multiple workspaces and capacity for larger teams.
Works Well With
ActiveCampaign - Sync ActiveCampaign email marketing with Salesforce CRM. Automate lead handoff, campaign attribution, and contact syncin...
AirOps - Connect AirOps and Salesforce with Neotask to automate CRM workflows, enrich leads with AI, and accelerate your revenue ...
Airtable - Sync records and automate updates between Airtable and Salesforce to eliminate double entry.
Airwallex - Connect Airwallex and Salesforce with Neotask to automate global payments, sync treasury data to CRM records, and stream...
Amplitude - Connect Amplitude and Salesforce with Neotask AI. Sync behavioral analytics into your CRM to qualify leads and close dea...
Apify - Connect Apify web scraping with Salesforce CRM using Neotask. Automatically capture leads from the web and push them dir...
Apollo - Sync Apollo.io with Salesforce automatically. Keep your CRM clean, enrich leads instantly, and close deals faster with N...
Asana - Connect Salesforce and Asana to trigger project workflows from deal stages automatically.
BioRender - Connect BioRender scientific illustration with Salesforce CRM. Automate workflows, sync assets, and close deals faster w...
Brevo - Connect Brevo and Salesforce with Neotask to sync contacts, automate CRM email campaigns, and unify your marketing and s...
Calendly - Connect Calendly and Salesforce to log bookings, update deals, and automate follow-ups. No code required.
ClickUp - Connect ClickSend and Evernote with Neotask to automate SMS logging, message tracking, and note organization without wri...
Close - Connect ClickUp and YouTube with Neotask to automate video content workflows, link tasks to videos, track production pro...
CoinGecko - Connect CoinGecko API data with Salesforce to enrich CRM records with live crypto prices, market caps, and coin metrics ...
Confluence - Connect Confluence and Salesforce with Neotask. Sync sales documentation, automate CRM record updates, and keep your wik...
Datadog - Connect CrowdStrike Falcon and Port with Neotask to surface threat detections, host risk scores, and indicator alerts di...
Docusign - Automate document generation and e-signature workflows directly from Salesforce records.
Dropbox - Connect Dropbox and Salesforce to automate file sharing, sync CRM attachments, and streamline sales workflows with Neota...
GitHub - Connect Salesforce and GitHub to sync CRM data with code repositories.
GitLab - Connect GitLab and Salesforce to automate devops CRM workflows, sync pipelines with deployment tracking, and close the g...
Gmail - Sync contacts, log emails automatically, and close deals faster by linking Salesforce CRM with Gmail.
Google Ads - Connect Klaviyo and Webflow with Neotask to sync form subscribers, trigger email automation from CMS events, and unify y...
Google Calendar - Push Freshdesk ticket updates to the right Slack channels so your team reacts faster to customer issues.
Google Contacts - Sync Google Contacts with Salesforce automatically. Keep CRM records and contact lists aligned with Neotask's AI-powered...
Google Drive - Connect Salesforce and Google Drive to auto-create deal folders and sync documents to CRM records.
Google Forms - Connect Salesforce and Google Forms to sync form responses to CRM.
Google Sheets - Sync Salesforce records to Google Sheets automatically and build live reports without SOQL or manual data pulls.
Grain - Connect Grain and Salesforce with Neotask to automatically sync sales call recordings, meeting summaries, and conversati...
Hotjar - Sync HubSpot CRM data with Confluence documentation. Neotask automates client docs, deal briefs, and team knowledge shar...
HubSpot - Sync contacts, deals, and pipelines between Salesforce and HubSpot automatically.
Intercom - Connect Intercom and Salesforce with Neotask to sync customer conversations, automate lead updates, and keep your CRM da...
Jira - Bridge your Salesforce CRM and Jira project boards so sales deals and engineering tickets stay in sync.
Label Studio - Connect Label Studio and Salesforce to power AI training with CRM data. Automate ml annotation crm data workflows and ac...
LaunchDarkly - Connect LaunchDarkly and Salesforce with Neotask to align feature rollouts with your sales pipeline, sync flag targeting...
Linear - Connect Salesforce and Linear to bridge CRM and issue tracking for product teams.
Mailchimp - Connect Salesforce and Mailchimp to sync CRM contacts with email marketing audiences.
Microsoft Teams - Connect Salesforce and Microsoft Teams for real-time CRM notifications in your team channels.
Monday.com - Connect Monday.com and Salesforce with Neotask to sync tasks, boards, leads, and opportunities automatically. Keep your ...
Mux - Sync Mux video analytics with Salesforce CRM. Track viewer engagement, enrich leads with streaming metrics, and automate...
NetSuite - Connect NetSuite and Salesforce with Neotask AI. Sync orders, invoices, and CRM data automatically - no manual exports o...
Notion - Connect Notion and Salesforce with Neotask. Sync sales records, automate documentation, and keep your knowledge base ali...
OneDrive - Connect OneDrive and Salesforce with Neotask to sync sales documents, attach files to CRM records, and automate your sal...
PagerDuty - Connect Salesforce and PagerDuty to track customer incidents in CRM.
PayPal - Sync PayPal transactions to Salesforce automatically. Automate payment data, update CRM records, and streamline your pay...
Philips Hue - Connect Philips Hue smart lighting with Salesforce CRM using Neotask. Automate deal alerts, status signals, and team not...
Pinecone - Connect Pinecone vector search with Salesforce CRM using Neotask. Build AI retrieval pipelines, query records, and autom...
Pipedrive - Connect Pipedrive and Salesforce with Neotask to sync deals, contacts, and sales data across both CRMs automatically. No...
PostgreSQL - Connect PostgreSQL and Salesforce with Neotask. Sync CRM records to your data warehouse, automate database updates, and ...
PostHog - Connect PostHog product analytics with Salesforce CRM using Neotask. Sync user behavior, events, and insights directly i...
QuickBooks - Connect Salesforce and QuickBooks to sync CRM and accounting data automatically.
Segment - Connect Segment and Salesforce to sync customer data, enrich CRM records, and automate sales workflows. Powered by Neota...
SendGrid - Connect Salesforce and SendGrid to automate emails and sync delivery data to CRM.
Session Logs - Connect Salesforce with Session Logs to automate session management, track customer activity, and keep CRM records accur...
Shopify - Connect Salesforce and Shopify to sync CRM and ecommerce data automatically.
Slack - Connect Salesforce and Slack to send instant deal alerts, lead notifications, and pipeline updates to your team.
Snowflake - Connect Snowflake and Salesforce with Neotask AI. Sync CRM data to your data warehouse, automate reporting, and unlock r...
SonarQube - Connect Salesforce and SonarQube with Neotask to automate code quality gates, link issues to CRM records, and streamline...
Square - Connect Square and Salesforce with Neotask AI. Sync POS customers to CRM, track retail revenue, and bridge in-store and ...
Stripe - Connect Salesforce and Stripe to sync deals, payments, and subscriptions automatically. No code required.
Telegram - Connect Salesforce and Telegram with Neotask. Automate CRM notifications, deal updates, and sales alerts directly to Tel...
Terminal Multiplexer - Connect Salesforce and Tmux with Neotask to automate CRM workflows, run terminal sessions, and manage pipelines without ...
Trello - Connect Trello and Salesforce to bridge CRM records with visual project boards automatically.
Twilio - Connect Salesforce and Twilio with Neotask to automate SMS alerts, call logging, and lead follow-ups - no code required.
Vercel - Connect Salesforce and Vercel with Neotask to automate deployments, sync CRM data, and streamline your sales-to-shipping...
Webflow - Connect Salesforce and Webflow to capture form leads and sync CRM data with your website.
WordPress - Connect Salesforce and WordPress with Neotask. Sync leads, automate content publishing, and keep your CRM and website in...
Xero - Connect Xero and Salesforce to sync invoices, contacts, and revenue data automatically. Save hours of manual work with t...
Zapier - Connect Salesforce to hundreds of apps through Zapier-powered automation.
Zoho - Connect Zoho and Salesforce with AI. Sync contacts, leads, deals, and pipeline data between both CRMs using natural lang...
Zoom - Connect Salesforce and Zoom to log calls, update deal stages, and automate follow-ups automatically.
Weitere Vertrieb-Integrationen
Harmonic - Neotask nutzt Harmonic über Neotask für umfassende Startup- und Investorenintelligenz - Unternehmen recherchieren, Finanzierungsrunden verfolgen und Investorenprofile mit 53 Aktionen analysieren.
Close - Neotask steuert Ihr Close-CRM über Neotask - verwalten Sie Leads, protokollieren Sie Aktivitäten und steuern Sie Vertriebssequenzen per Konversation.
Clay - Neotask beschleunigt Ihr Prospecting über Clay und Neotask - reichern Sie Daten an, bauen Sie Lead-Listen auf und automatisieren Sie Outbound-Workflows per Konversation.
ZoomInfo - Neotask nutzt ZoomInfo über Neotask für B2B-Vertriebsintelligenz - Unternehmen recherchieren, Kontakte finden und Intent-Signale per Gespräch verfolgen mit 8 Aktionen.
G2 - G2 tracks buyer intent and customer reviews across the software market, and connected to Neotask it becomes a research tool you can query…
Gong - Neotask gibt Ihnen Gong-Revenue-Intelligence über Neotask per Konversation - analysieren Sie Verkaufsgespräche, verfolgen Sie Deals und gewinnen Sie datengestützte Vertriebsinsights.