Neotask mengubah HubSpot menjadi CRM percakapan melalui Neotask - kelola kontak, kesepakatan, alur kerja, dan properti tanpa menavigasi dasbor.
Cari, buat, dan perbarui massal rekaman CRM di kontak, kesepakatan, dan perusahaan dalam skala besar
Kelola properti, asosiasi, dan pelacakan engagement tanpa meninggalkan alur kerja Anda
Inspeksi dan audit alur kerja untuk memahami dan mengoptimalkan konfigurasi otomatisasi Anda
Apa yang Bisa Anda Lakukan
Neotask menghubungkan Anda ke HubSpot melalui Neotask, memberi Anda kontrol CRM penuh melalui percakapan.
Manajemen Rekaman CRM
Cari, buat, perbarui, dan hapus kontak, kesepakatan, perusahaan, dan tiket. Jalankan operasi batch untuk pembaruan massal yang efisien.
Manajemen Properti
Buat dan kelola properti kustom HubSpot. Pahami struktur data CRM Anda tanpa menavigasi pengaturan.
Asosiasi
Kelola hubungan antara rekaman - hubungkan kontak ke perusahaan, kesepakatan ke tiket, dan seterusnya.
Pelacakan Engagement
Lacak email, panggilan, rapat, dan interaksi lainnya yang terkait dengan rekaman CRM.
Inspeksi Alur Kerja
Audit alur kerja HubSpot yang ada - pahami pemicu, tindakan, dan kondisi mereka.
Setiap tindakan berjalan secara otonom atau memerlukan persetujuan Anda - Anda yang menentukan.
Coba Tanyakan
"Cari semua kontak di HubSpot dengan perusahaan 'Acme Corp'"
"Buat kesepakatan baru: 'Kontrak Enterprise Acme' senilai $100K di tahap Proposal"
"Perbarui semua kontak tanpa email menjadi status 'Perlu Perbaruan'"
"Properti kustom apa yang ada di objek Kontak?"
"Hubungkan kontak Sarah Johnson ke perusahaan Acme Corp"
"Berapa banyak kesepakatan di setiap tahap pipeline saat ini?"
"Audit alur kerja 'Tindak Lanjut Prospek Baru' - apa pemicu dan tindakannya?"
"Perbarui massal semua kesepakatan yang ditutup bulan lalu dengan tag 'Q1-closed'"
Tips Pro
Gunakan operasi batch untuk pembaruan massal - jauh lebih efisien daripada memperbarui satu per satu.
Audit alur kerja secara teratur - alur kerja yang kedaluwarsa atau salah konfigurasi dapat merusak pengalaman pelanggan.
Gabungkan HubSpot dengan alat komunikasi Anda dalam grup aplikasi agar pembaruan CRM otomatis diposting ke channel yang relevan.
Kelola asosiasi secara proaktif - rekaman yang terhubung dengan baik membuat pelaporan dan segmentasi jauh lebih akurat.
Jadwalkan laporan pipeline mingguan agar tim penjualan mendapat update tanpa login ke HubSpot.
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.
Integrasi Penjualan & CRM Lainnya
Apollo.io - Neotask mengakses database Apollo.io melalui Neotask - cari prospek, perkaya data kontak, dan kelola penjangkauan penjualan tanpa platform terpisah.
Crossbeam - Neotask mengintegrasikan Crossbeam melalui Neotask - kelola data mitra, temukan tumpang tindih akun, dan otomatisasi kolaborasi ekosistem melalui percakapan alami.
Pipedrive - Neotask menjadikan Pipedrive manajer kesepakatan paling responsif Anda - Neotask menangani kueri pipeline, pembaruan, dan pelaporan dalam bahasa biasa.
Zoho CRM - Jalankan Zoho CRM Anda dari percakapan - Neotask dan Neotask mengubah kata-kata Anda menjadi tindakan CRM.
Freshsales - Kelola pipeline Freshsales Anda dengan Neotask - didukung oleh Neotask, mesin agen open-source.
Salesforce - Neotask menghubungkan Neotask ke Salesforce sehingga CRM Anda berjalan sendiri - kueri rekaman, deploy metadata, kelola org, dan otomatisasi seluruh operasi penjualan Anda.