Neotask transforme HubSpot en CRM conversationnel - gérez contacts, deals, flux de travail et propriétés sans naviguer dans le tableau de bord.
Recherchez, créez et mettez à jour en masse des enregistrements CRM pour les contacts, deals et entreprises à grande échelle
Gérez les propriétés, associations et le suivi des engagements sans quitter votre flux de travail
Inspectez et auditez les flux de travail pour comprendre et optimiser votre configuration d'automatisation
Ce que vous pouvez faire
Neotask donne à vos équipes de vente et marketing un accès approfondi à HubSpot CRM. Avec 21 outils couvrant les objets, associations, propriétés, engagements et flux de travail, vous gérez toute votre opération commerciale par conversation.
Catégorie
Capacités
Objets CRM
Lister, rechercher avec filtres, créer en lot, mettre à jour en lot, lire en lot sur tous les types d'objets
Schéma
Récupérer les schémas d'objets pour comprendre votre modèle de données
Associations
Créer des associations entre enregistrements, lister les associations, obtenir les définitions d'association
Propriétés
Lister les propriétés, obtenir les détails, créer de nouvelles propriétés, mettre à jour les existantes
Engagements
Créer des engagements (appels, emails, réunions, tâches), obtenir les détails, mettre à jour
Flux de travail
Lister tous les flux de travail, obtenir les détails et la configuration
Utilitaires
Obtenir les détails utilisateur, générer des liens de feedback, obtenir des liens directs HubSpot
Chaque action s'exécute de manière autonome ou nécessite votre approbation - c'est vous qui décidez.
Essayez de demander
"Recherchez tous les deals en phase de Négociation d'une valeur supérieure à 50 000 €"
"Créez des contacts pour ces 15 prospects du salon et taguez-les 'CES 2026'"
"Quelles propriétés sont disponibles sur l'objet deal ?"
"Mettez à jour en lot l'étape du cycle de vie de ces 10 contacts en Client"
"Listez tous les flux de travail actifs et dites-moi lesquels ne se sont pas déclenchés ce mois-ci"
"Associez ce deal à l'enregistrement entreprise Acme Corp"
"Enregistrez un engagement d'appel sur le deal Johnson - 15 minutes, discussion sur les tarifs"
"Créez une propriété personnalisée sur les contacts pour 'canal de communication préféré'"
Conseils d'expert
Utilisez les opérations en lot pour les mises à jour CRM en masse - la création et la mise à jour par lot traitent plusieurs enregistrements en un seul passage.
Vérifiez les schémas avant de créer des propriétés pour éviter les doublons et les conflits de nommage.
Combinez la recherche avec les opérations en lot: trouvez les enregistrements correspondants, puis mettez-les tous à jour en une fois.
Les définitions d'association vous aident à comprendre le modèle de relation avant de lier des enregistrements.
Utilisez le suivi des engagements pour maintenir votre journal d'activité CRM précis sans saisie manuelle.
Auditez les flux de travail trimestriellement - Neotask peut lister tous les flux de travail et signaler ceux qui ne se sont pas déclenchés récemment.
Multiple workspaces and capacity for larger teams.
Works Well With
AirOps - Connect Box and Snowflake with Neotask to automate document analytics pipelines, sync enterprise files into your data wa...
Airtable - Sync HubSpot CRM contacts with Airtable databases. Neotask keeps your sales pipeline and project data aligned automatica...
Amplitude - Connect Amplitude and HubSpot to unify product analytics with CRM data. Sync behavioral insights and trigger campaigns f...
Apollo - Use Apollo.io and HubSpot together to keep your sales prospecting and CRM in lockstep. Neotask automates contact sync, s...
Apple Reminders - Connect HubSpot and Apple Reminders to automate follow-ups, sync tasks, and keep your sales pipeline moving without manu...
Asana - Connect Asana and HubSpot with Neotask AI. Sync deals to tasks, automate sales project handoffs, and keep your CRM and p...
Atono - Connect Atono and HubSpot with Neotask to automate CRM workflows, sync contacts, and close deals faster. No code require...
Attio - Connect Attio and HubSpot to sync contacts, deals, and pipeline data automatically. Keep both CRMs in sync without manua...
Beehiiv - Connect Beehiiv and HubSpot with Neotask to sync newsletter subscribers directly into your CRM, automate lead management...
Calendly - Sync Calendly meetings to HubSpot automatically so every booked call is logged and followed up.
ClickUp - Bridge ClickUp tasks and HubSpot deals so your project and sales teams always work from the same data.
Confluence - Connect ActiveCampaign and Consensus with Neotask to automate evidence-based marketing campaigns, enrich contacts with r...
Discord - Connect Dart and Google Sheets with Neotask to automate task exports, sync project data, and keep your spreadsheets upda...
Docusign - Automate the DocuSign HubSpot integration to send, track, and close contracts directly from your CRM pipeline without sw...
Dropbox - Connect HubSpot and Dropbox to link files to CRM deals and contacts automatically.
Duolingo - Connect Discord and PayPal with Neotask to automate payment alerts, member access, invoicing, and community monetization...
Figma - Connect HubSpot and Figma to link design files to CRM deals and contacts.
Firecrawl - Connect Firecrawl web scraping with HubSpot integrations to enrich CRM data, automate lead research, and power smarter s...
Flutterwave - Connect Flutterwave and HubSpot to automate payment tracking, sync transaction data to CRM records, and close deals fast...
Freshsales - Connect Freshsales and HubSpot to sync contacts, deals, and pipeline data in real time. Eliminate duplicate records and ...
Gamma - Connect Flutterwave and Google Calendar with Neotask to automate payment scheduling, subscription reminders, and billing...
GitHub - Connect GitHub and HubSpot with Neotask to sync code activity with your CRM, automate deal updates from PRs, and keep sa...
Gmail - Generate payment documents from Paystack transactions. Neotask automates receipt creation, payment reports, and financia...
Gong - Connect Gong and HubSpot with Neotask to sync conversation intelligence directly into your CRM. Automatically log call i...
Google Analytics - Combine Google Analytics website behavior data with HubSpot CRM contacts and deals. Neotask unifies your marketing attri...
Google Calendar - Route Intercom conversations to the right Slack channels so nothing slips through the cracks.
Google Drive - Connect HubSpot and Google Drive to auto-create deal folders and sync documents to CRM records.
Google Forms - Connect HubSpot and Google Forms to send form responses directly to your CRM.
Google Sheets - Connect HubSpot to Google Sheets automatically and keep your CRM data, contacts, and deals perfectly synced.
Infobip - Connect HubSpot and Infobip with Neotask to unify your CRM data with omnichannel messaging — SMS, WhatsApp, and more — a...
Intercom - Connect Intercom and HubSpot to sync conversations, contacts, and deals. Automate your CRM chat integration.
JFrog - Connect HubSpot and JFrog with Neotask to sync release data, automate CRM updates, and align your dev and sales pipeline...
Jira - Link Jira issues and HubSpot deals so your engineering and sales teams share context on every customer request.
Klaviyo - Connect HubSpot and Klaviyo to sync contacts, trigger email flows from CRM events, and keep your segments accurate witho...
Linear - Connect HubSpot and Linear to sync CRM data with engineering issue tracking.
Mailchimp - Connect Mailchimp and HubSpot to sync contacts, campaigns, and engagement data automatically.
Mercury - Connect HubSpot CRM with Mercury banking to automate sales finance workflows, sync deal data with payments, and keep you...
Microsoft Clarity - Connect HubSpot and Microsoft Clarity to align behavioral analytics with CRM data, improve conversion rates, and optimiz...
Microsoft Teams - Connect HubSpot CRM to Microsoft Teams for real-time deal and lead notifications.
Microsoft To Do - Connect HubSpot CRM with Microsoft To Do using Neotask. Automate task creation from deals, sync follow-ups, and keep you...
Mixpanel - Connect HubSpot CRM with Mixpanel product analytics using Neotask. Sync contact behavior, conversion events, and revenue...
Monday.com - Connect HubSpot and Monday.com to sync deals with project boards automatically.
NetSuite - Connect NetSuite and HubSpot with Neotask AI. Sync customers, orders, and deals automatically. No code required.
Notion - Sync HubSpot deal and contact data into Notion databases so your team has client context without switching apps.
OpenAI - Connect HubSpot and OpenAI with Neotask to automate CRM workflows, generate AI sales content, and enrich contact and dea...
PayPal - Connect PayPal and HubSpot with Neotask AI. Sync payment data to your CRM, trigger workflows from transactions, and trac...
Pendo - Connect HubSpot CRM with Pendo product analytics using Neotask. Sync in-app behavior, guide engagement, and feature adop...
Perplexity - Connect HubSpot and Perplexity with Neotask to automate AI-powered sales research, enrich CRM records with real-time int...
Pipedrive - Connect HubSpot and Pipedrive to sync contacts, deals, and activities. Migrate or run both CRMs together.
QuickBooks - Connect QuickBooks and HubSpot to sync invoices, payments, and customer data between accounting and CRM.
Salesforce - Sync contacts, deals, and pipelines between Salesforce and HubSpot automatically.
Segment - Connect Segment and HubSpot with Neotask AI. Sync customer data, automate marketing workflows, and unify your CDP with y...
SendGrid - Connect SendGrid and HubSpot to sync email delivery events with CRM contacts automatically.
Shopify - Connect your Shopify store to HubSpot CRM and turn every purchase into a qualified lead automatically.
Slack - Connect HubSpot and Slack for real-time deal alerts, lead notifications, and pipeline updates.
Smartsheet - Connect HubSpot and Smartsheet with Neotask. Automatically sync deals, contacts, and pipeline stages to Smartsheet rows ...
Snowflake - Connect Snowflake and HubSpot with Neotask AI. Sync customer data, enrich CRM records, and automate reporting across you...
Square - Connect Square and HubSpot with Neotask AI. Sync POS customers to your CRM, trigger campaigns from purchases, and track ...
Stripe - Connect HubSpot and Stripe to automate CRM payment workflows. Sync deals, invoices, and customer data between your CRM a...
System Agent - Connect HubSpot and Software AG to automate CRM middleware integration, sync enterprise data, and streamline workflows w...
Trello - Connect Trello boards to HubSpot CRM so sales tasks and deal data stay aligned.
Twilio - Connect Twilio and HubSpot with Neotask AI to automate SMS campaigns, sync call logs, and trigger CRM workflows from con...
Webflow - Connect HubSpot and Webflow to capture form leads and sync CRM data with your website.
WhatsApp - Connect HubSpot CRM with WhatsApp to automate outreach, log conversations, and close deals faster.
Xero - Connect Xero and HubSpot with AI. Sync invoices, contacts, and deals automatically - no manual data entry, no errors, no...
Zapier - Connect Zapier and HubSpot to build CRM automation that goes beyond basic Zap logic.
Zoho - Connect Zoho and HubSpot to sync contacts, deals, and pipelines automatically. Eliminate duplicate data entry and keep y...
Zoom - Automate your HubSpot Zoom integration to log calls, create meetings, and update contacts without leaving your CRM.
Plus d'intégrations Ventes et CRM
Apollo.io - Neotask sur Neotask transforme Apollo.io en moteur commercial autonome - recherche de prospects, enrichissement d'entreprises, gestion des séquences e-mail et analyses pendant que vos représentants se concentrent sur la conclusion.
Crossbeam - Neotask déverrouille vos données d'écosystème partenaires via Crossbeam - Neotask révèle les chevauchements de comptes, les signaux partenaires et les opportunités de co-vente pour que vos partenariats génèrent réellement des revenus.
Pipedrive - Gérez les deals, le pipeline et les contacts Pipedrive par conversation IA.
Zoho CRM - Gérez les leads, les contacts et le pipeline de vente Zoho CRM par conversation IA.
Freshsales - Gérez les contacts, les deals et les activités de vente Freshsales par conversation IA.
Salesforce - Neotask connecte Neotask à Salesforce pour que votre CRM se gère lui-même - interrogez des enregistrements, déployez des métadonnées, gérez des organisations et automatisez l'ensemble de vos opérations commerciales.