Neotask turns Attio into a self-managing CRM - your agent searches records, manages deals, logs notes, and tracks tasks so your sales team sells instead of doing data entry.
CRM data entry disappears - your agent creates records, updates deals, and logs notes from real interactions without your team touching the CRM
Relationship intelligence is always current - email history, meeting context, and deal activity get surfaced instantly for any contact or company
Task management runs in the background - follow-ups get created, deadlines get tracked, and nothing falls through the cracks
What You Can Do
Your AI agent turns Attio into a CRM that maintains itself. Sales reps focus on selling while the agent handles record keeping, deal updates, note logging, and task management.
Record Management
Search across people, companies, deals, and custom objects. Your agent creates new records from signals, updates existing records as context changes, and keeps your CRM data clean without manual entry.
Relationship Context
Query emails and meetings associated with any contact or company. Your agent builds a complete timeline of every interaction so you walk into every conversation fully prepared.
Deal Pipeline
Search deals by stage, value, or custom criteria. Your agent tracks pipeline movement, logs deal notes after calls, and flags deals that need attention based on activity patterns.
Task Automation
Your agent creates follow-up tasks, sets due dates, and updates task status as work completes. Nothing gets forgotten because the system tracks everything automatically.
Every action runs autonomously or requires your approval - you decide.
Try Asking
"Search for all companies in our pipeline with deal value over $50K"
"Create a contact for Sarah Chen from Acme Corp - VP of Engineering, [email protected]"
"Log a note on the Acme deal: 'Demo went well, they want a security review before signing'"
"What emails have we exchanged with TechCo in the last 30 days?"
"Create a follow-up task for the Globex deal - call next Tuesday to discuss pricing"
"Show me all deals that haven't had activity in 14 days"
"Search for everyone who attended meetings with us last week"
"Update the Acme deal to 'Negotiation' stage and add a note about the new timeline"
Pro Tips
Schedule a weekly pipeline review - your agent identifies stale deals, missing notes, and overdue tasks
Use multi-agent teams for sales operations: one agent handles inbound lead creation, another manages pipeline hygiene, a third generates activity reports
Approval gates on deal stage changes help enforce your sales process - review before deals advance
Pair Attio with your email and calendar integrations so meeting notes and email summaries flow into the CRM automatically
Use "summarize account activity" queries before important meetings to get the full relationship context in seconds
Task creation after every meeting should be automatic - let your agent handle the follow-up logistics
Multiple workspaces and capacity for larger teams.
Works Well With
ActiveCampaign - Connect ActiveCampaign and Attio to sync contacts, automate deal workflows, and bridge email marketing with your relatio...
Airtable - Connect Airtable and Attio with Neotask to keep your relationship CRM and database in sync. Automate data flows between ...
Asana - Automate sales prospecting with Apollo and Firecrawl on Neotask. Enrich leads, scrape business data, and fill your pipel...
Bitly - Publish Notion pages to WordPress automatically. Neotask syncs your knowledge base with your website for seamless conten...
Brevo - Connect Asana and Attio to sync project tasks with CRM records automatically. Keep deals, contacts, and timelines aligne...
Canva - Connect Attio CRM with Canva through Neotask to automate personalized sales collateral creation. Turn contact and deal d...
Fireflies.ai - Connect Asana and Canva with Neotask to automate creative project workflows, sync design assets to tasks, and keep your ...
GitHub - Connect Asana and Egnyte to automate project file management. Link tasks to documents, sync statuses, and keep your team...
Google Ads - Connect Attio CRM with Google Ads through Neotask to sync ad lead tracking, close the attribution loop, and tie campaign...
Google Contacts - Connect Asana and Firebase to sync project tasks with your backend database automatically. Automate task creation, statu...
HubSpot - Connect Attio and HubSpot to sync contacts, deals, and pipeline data automatically. Keep both CRMs in sync without manua...
Intercom - Sync Attio CRM with Intercom support conversations. Neotask connects customer context from CRM to support for better ser...
Microsoft 365 - Enrich Drip subscribers with ZoomInfo company data. Neotask automates B2B lead enrichment for targeted email campaigns.
Netlify - Connect Attio and Netlify with Neotask to automate CRM workflows, sync deployment events, and streamline your team's pip...
Outreach - Connect Attio CRM and Outreach to sync prospects, automate sequences, and keep deals moving without manual data entry. S...
Trello - Connect Asana and Guru with Neotask to sync project knowledge, surface verified answers on tasks, and keep your team ali...
Twilio - Connect Attio and Twilio with Neotask to automate relationship CRM SMS workflows. Trigger personalized texts from deal s...
Udemy Business - Connect Asana and Wix with Neotask to automate project tasks, sync website updates, and keep your team aligned without m...
Zoom - Connect Attio and Zoom to automate meeting logging, sync contacts, and keep your CRM updated after every video call.
More Sales & CRM Integrations
HubSpot - Neotask turns HubSpot into a conversational CRM - manage contacts, deals, workflows, and properties without navigating the dashboard.
Apollo.io - Neotask turns Apollo.io into an autonomous sales engine - searching for prospects, enriching companies, managing email sequences, and delivering analytics while your reps focus on closing.
Crossbeam - Neotask unlocks your partner ecosystem data through Crossbeam -- Neotask surfaces account overlaps, partner signals, and co-sell opportunities so your partnerships actually drive revenue.
Pipedrive - Neotask makes Pipedrive your most responsive deal manager - Neotask handles pipeline queries, updates, and reporting in plain English.
Zoho CRM - Run your Zoho CRM from conversation - Neotask turns your words into CRM actions.
Freshsales - Manage your Freshsales pipeline with Neotask.