Neotask menjadikan Pipedrive manajer kesepakatan paling responsif Anda - Neotask menangani kueri pipeline, pembaruan, dan pelaporan dalam bahasa biasa.
Kueri kesepakatan, kontak, dan tahap pipeline melalui percakapan alami
Catat aktivitas, perbarui field kesepakatan, dan jadwalkan tindak lanjut tanpa membuka Pipedrive
Hasilkan laporan kinerja penjualan dan ringkasan kesehatan pipeline sesuai permintaan
Apa yang Bisa Anda Lakukan
Neotask menghubungkan Anda ke Pipedrive melalui Neotask, menjadikan CRM penjualan Anda dapat diakses melalui percakapan.
Manajemen Kesepakatan
Kueri, buat, dan perbarui kesepakatan. Pindahkan kesepakatan antar tahap. Lacak nilai dan probabilitas pipeline.
Manajemen Kontak
Cari kontak dan organisasi. Buat kontak baru dan hubungkan ke kesepakatan.
Pencatatan Aktivitas
Catat panggilan, email, rapat, dan aktivitas lainnya terhadap kesepakatan dan kontak.
Pelaporan Pipeline
Dapatkan ringkasan pipeline, laporan kinerja, dan proyeksi tanpa membangun laporan di Pipedrive.
Setiap tindakan berjalan secara otonom atau memerlukan persetujuan Anda - Anda yang menentukan.
Coba Tanyakan
"Tunjukkan semua kesepakatan di tahap Negosiasi yang bernilai lebih dari $10K"
"Catat panggilan 15 menit dengan Acme Corp tentang proposal"
"Pindahkan kesepakatan 'Kontrak Enterprise' ke tahap Ditutup Menang"
"Berapa total nilai pipeline kita bulan ini?"
"Buat kontak baru: Sarah Lee di TechCorp, VP Penjualan"
"Jadwalkan tindak lanjut dengan semua kesepakatan yang tidak ada aktivitas dalam 7 hari"
"Hasilkan laporan kinerja penjualan untuk tim bulan ini"
"Kesepakatan mana yang paling mungkin tutup minggu ini?"
Tips Pro
Catat aktivitas secara konsisten - data aktivitas mendorong laporan dan peramalan yang akurat.
Jadwalkan laporan pipeline mingguan agar tim penjualan mendapat ringkasan tanpa login.
Gabungkan Pipedrive dengan alat email Anda dalam grup aplikasi agar tindak lanjut otomatis terkirim.
Gunakan kueri pipeline untuk persiapan rapat: "tunjukkan kesepakatan saya yang jatuh tempo minggu ini" memberi briefing instan.
Pantau kesepakatan tanpa aktivitas secara teratur - kesepakatan yang diam sering memerlukan perhatian.
Multiple workspaces and capacity for larger teams.
Works Well With
Airtable - Connect Pipedrive and Airtable to sync CRM data to a flexible database.
Asana - Connect Pipedrive and Asana to turn deal milestones into project tasks automatically.
Basecamp - Connect Azure DevOps to SendGrid with Neotask. Automate build alerts, pipeline notifications, and work item emails witho...
Baserow - Connect Baserow and Pipedrive with Neotask to sync your no-code database with your CRM. Automate lead tracking, enrich y...
Bitly - Connect Drip and Microsoft Teams with Neotask to get real-time drip campaign notifications, subscriber activity alerts, ...
Calendly - Connect Pipedrive and Calendly to log meetings and update deals automatically.
ClickUp - Connect Pipedrive and ClickUp to turn deals into managed tasks.
Clockwise - Connect Clockwise and Pipedrive with Neotask to automate calendar optimization for your sales pipeline. Eliminate schedu...
Close - Running Close and Pipedrive side by side? Neotask keeps leads, deals, contacts, and activities in sync across both CRMs ...
Crypto.com - Combine Consensus academic search with Dice tech recruiting to find research-backed candidates, automate academic job se...
Firebase - Connect Firebase and Pipedrive to sync backend data with your CRM automatically. Automate deal updates, contact manageme...
Gamma - Connect Gamma and Pipedrive with Neotask to generate AI-powered sales presentations directly from your CRM deal data. Au...
Google Calendar - Connect Pipedrive and Google Calendar to sync meetings, deadlines, and follow-ups.
Google Drive - Connect Pipedrive and Google Drive to link deal files and auto-create folders.
Google Meet - Connect Google Meet and Pipedrive to automatically log meetings, update deals, and keep your sales pipeline current with...
Google Sheets - Connect Pipedrive and Google Sheets to sync deals, contacts, and pipeline data to spreadsheets automatically.
Google Slides - Automate sales presentations with Neotask's Google Slides and Pipedrive integration. Build deal decks from live CRM data...
Granola - Connect Granola meeting intelligence with Pipedrive CRM. Auto-sync call notes, action items, and deal updates without ma...
Hotjar - Connect Hotjar heatmaps and session recordings to Pipedrive deals and contacts with Neotask. Enrich your CRM with real w...
HubSpot - Connect HubSpot and Pipedrive to sync contacts, deals, and activities. Migrate or run both CRMs together.
Intercom - Connect Pipedrive and Intercom to sync CRM data with live chat.
Jira - Connect Pipedrive and Jira to turn deal events into engineering issues.
Linear - Connect Linear and Pipedrive with Neotask to sync issue tracking with your sales pipeline. Automate deal updates, link i...
Mailchimp - Connect Mailchimp and Pipedrive with Neotask. Sync contacts, automate audience updates from deal stages, and run email c...
Microsoft Teams - Connect Pipedrive and Microsoft Teams for real-time deal alerts.
Monday.com - Connect Pipedrive and Monday.com to sync deals with project boards.
Netlify - Connect Netlify and Pipedrive with Neotask to automatically sync website deploy events to your CRM. Turn every site laun...
NetSuite - Connect NetSuite and Pipedrive with Neotask AI. Sync deals, contacts, and financials automatically.
Notion - Connect Pipedrive and Notion to sync deal data with your team wiki.
PostHog - Connect Pipedrive and PostHog with Neotask to sync user behavior data directly into your CRM. Power product-led sales wi...
QuickBooks - Create and track Google Tasks from Microsoft Teams. Neotask automates task creation from messages, meetings, and channel...
S3 - Store Pipedrive deal documents in Amazon S3. Neotask automates CRM file backup, proposal storage, and contract archival.
Salesforce - Connect Pipedrive and Salesforce with Neotask to sync deals, contacts, and sales data across both CRMs automatically. No...
Shopify - Connect Pipedrive and Shopify to turn online orders into CRM deals automatically.
Slack - Connect Pipedrive and Slack with Neotask to receive instant deal alerts, CRM notifications, and pipeline updates directl...
Snowflake - Send Mailgun emails to Google Contacts groups. Neotask automates email campaigns, contact syncing, and mailing list mana...
Square - Connect Pipedrive and Square to automate CRM payment workflows, sync deal data with transactions, and keep your sales pi...
Stripe - Connect Pipedrive and Stripe so payment events update your CRM pipeline automatically.
Trello - Connect Pipedrive and Trello to turn deals into project cards.
Twilio - Connect Pipedrive and Twilio with Neotask to automate sales SMS, CRM calling, and deal-stage communication workflows. Cl...
WhatsApp - Connect Pipedrive and WhatsApp with Neotask to automate CRM workflows, sync deal updates, and send timely sales messages...
Windsor.ai - Take structured notes from YouTube videos in Roam Research. Neotask automates video research, timestamped notes, and kno...
Xero - Connect Pipedrive and Xero with Neotask to automate sales invoicing, sync deals to accounting, and eliminate double-entr...
YouTube - Connect Pipedrive and YouTube with Neotask. Automate sales video workflows, track deal-related content, and keep your CR...
Zapier - Connect Pipedrive and Zapier to automate deal tracking and CRM workflows.
Zoom - Connect Pipedrive and Zoom to create meetings from deals automatically.
Integrasi Sales & CRM Lainnya
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.
Harmonic - Neotask mengakses inteligensi startup Harmonic melalui Neotask - riset perusahaan, lacak pendanaan, dan pantau ekosistem startup tanpa pencarian manual.
Close - Neotask menjalankan seluruh Close CRM Anda melalui Neotask - 48 tindakan mencakup prospek, kontak, peluang, dan komunikasi, semuanya melalui percakapan.
Clay - Neotask di Neotask mengotomatisasi outreach Clay Anda - memperkaya kontak, mengelola daftar prospek, dan mengorkestrasi alur kerja penjualan agar pipeline Anda terisi sendiri.