Neotask connects ClickUp and ZoomInfo so sales intelligence becomes structured tasks automatically, with no manual data entry.
Pull ZoomInfo contact and company profiles into new ClickUp tasks with all firmographic fields pre-filled.
Refresh existing ClickUp lead tasks with updated ZoomInfo job titles, direct dials, and company headcount.
Create prioritized ClickUp tasks the moment ZoomInfo detects intent from a target account.
Run a ZoomInfo search and Neotask generates one ClickUp task per qualified result with the full contact profile attached.
Scan an existing ClickUp project and update every lead task with current ZoomInfo firmographic and contact information.
When ZoomInfo flags a target account showing buying intent, Neotask immediately creates a follow-up task in ClickUp.
Convert a saved ZoomInfo list into a structured ClickUp task list ready for rep assignment and outreach tracking.
Before creating a new ClickUp task, Neotask checks for an existing record matching the ZoomInfo contact to avoid duplicates.
Connect your ClickUp workspace and ZoomInfo account to Neotask, which securely stores credentials and links both platforms in your account.
Describe the workflow you want - for example, 'Create a ClickUp task for each ZoomInfo contact showing intent from my target account list' - and Neotask configures the automation.
Neotask runs the workflow continuously, syncing prospect data and intent signals between ZoomInfo and ClickUp without any manual input from your team.
| Capability | Description |
|---|---|
| Contact Import | Pull ZoomInfo contacts into ClickUp tasks with full profile data |
| Lead Enrichment | Update ClickUp records with fresh ZoomInfo firmographic and contact data |
| Intent Triggers | Create tasks automatically when ZoomInfo detects buying intent |
| List Conversion | Turn ZoomInfo prospect lists into ClickUp task lists or projects |
| Duplicate Check | Skip task creation when a matching ClickUp record already exists |
| Field Mapping | Map ZoomInfo data points to custom ClickUp task fields and statuses |
Sales teams lose hours every week transferring contact details from ZoomInfo into task managers. Neotask eliminates that gap by connecting ClickUp and ZoomInfo through plain-language automation - no code, no CSV exports, no manual copy-paste.
Describe what you need and Neotask handles the rest. Search ZoomInfo for VP-level contacts at mid-market SaaS companies and every qualified result becomes a ClickUp task, pre-filled with name, title, email, phone, and firmographic details. Reps open the task ready to reach out.
Contact data goes stale fast. Neotask can scan your active ClickUp projects and enrich lead tasks with updated ZoomInfo data - current job titles, direct dials, and company size refreshed on a schedule or on demand. No manual lookups needed.
ZoomInfo's intent data shows when target accounts are actively researching your category. Neotask turns those signals into ClickUp tasks so your team follows up while interest is high. The window between intent signal and first outreach is where deals are won or lost.
Neotask is designed for salespeople, not developers. Describe the workflow in plain English - Neotask configures the automation, runs it, and keeps it running. Connect your accounts once and the integration maintains itself.
Whether you're running outbound prospecting, refreshing inbound leads, or tracking accounts by intent, Neotask gives ClickUp and ZoomInfo a direct bridge so no signal slips through the cracks.
Map ZoomInfo firmographic fields to custom ClickUp task fields before your first sync so data lands exactly where reps expect it.
Schedule a weekly enrichment run on active ClickUp pipeline lists to catch job changes and company updates automatically.
Use ZoomInfo intent categories as ClickUp task priority levels so reps can sort by urgency without manual tagging.
Yes. Neotask can monitor ZoomInfo intent signals and create or update ClickUp tasks when target accounts show buying activity matching your criteria.
Yes. Describe which ZoomInfo data points you want in each ClickUp field and Neotask configures the mapping when setting up the workflow.
Neotask checks for existing ClickUp records before creating new ones and skips duplicates based on email address or contact name.
Neotask works with ClickUp Free, Unlimited, Business, and Enterprise plans. Custom field mapping requires a ClickUp plan that supports custom fields.
Neotask uses your ZoomInfo API credentials, which you connect once during setup. Credentials are stored securely and never shared or exposed.
Connect ClickUp and ZoomInfo through Neotask and turn sales intelligence into structured tasks in seconds.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
Explore: Integrations · Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs