Neotask connects Close CRM and Discord so your team sees lead activity, deal updates, and closed wins in real time without leaving chat.
Post a formatted Close CRM lead notification to a Discord channel the moment a new contact is created.
Announce every Close opportunity stage change in a dedicated Discord pipeline channel automatically.
Capture Discord community signals and log them as Close CRM notes or tasks without manual entry.
When a lead is created in Close, Neotask posts the name, source, and assigned rep to a Discord sales channel immediately.
When an opportunity advances in Close, Neotask sends a formatted announcement to your Discord pipeline or wins channel.
The moment a Close deal is marked Closed Won, Neotask posts a celebration message to a designated Discord channel for the whole team.
Neotask posts each rep's Close tasks due today to their Discord direct messages or a team channel each morning.
When a user asks a support or sales question in Discord, Neotask logs it as a note on the matching Close CRM contact record.
Post Close CRM contact updates, new notes, and call outcomes to a Discord activity channel as a live audit feed.
Connect your Close CRM account and Discord server to Neotask, then authorize Neotask to read CRM events and post to the Discord channels you specify.
Describe the workflows you need - for example, 'Post a Closed Won celebration to #wins whenever a Close deal is marked won' - and Neotask configures each trigger and action.
Neotask monitors Close and Discord continuously, executing the rules you defined and logging every action so you have a full record of what was posted and when.
| Close CRM Event | Discord Action |
|---|---|
| New lead created | Alert posted to sales channel |
| Opportunity stage changed | Announcement in pipeline channel |
| Deal marked Closed Won | Celebration message posted |
| Task due today | Reminder sent to rep's DM |
| Contact record updated | Log posted to activity channel |
| New note or call logged | Thread update in relevant channel |
Close CRM tracks every lead, opportunity, and deal. Discord hosts the real-time conversations your team and community depend on. When they operate in silos, pipeline updates get missed and community signals never reach the right rep.
Neotask connects Close and Discord so CRM events surface in chat automatically - no tab-switching, no manual posts.
New leads, stage changes, and task reminders all generate noise that competes for attention. Neotask routes Close CRM events to the right Discord channels quietly and consistently. New leads land in your #new-leads channel. Opportunities advancing to Demo Scheduled go to #pipeline. Closed Won deals go to #wins. Each channel stays focused without anyone maintaining the flow.
Speed matters in sales. When reps see a new inbound lead in Discord the moment it hits Close, they respond faster. When a deal advances, the whole team knows - momentum builds. Neotask removes the delay between CRM update and human awareness.
Discord communities surface real buyer questions, objections, and interests. Neotask can watch for specific keywords or commands in Discord and log matching messages as Close CRM notes. Community conversations become sales intelligence without manual copy-paste.
Describe what you want Neotask to do in plain language - 'Post a Discord message in #pipeline whenever a Close opportunity moves to the Proposal stage' - and Neotask builds and runs the workflow. No webhooks to configure, no scripts to maintain.
Create a dedicated Discord channel for each Close CRM event type - leads, pipeline moves, and wins - so each feed stays readable and unsegmented.
Include the Close CRM record URL in every Discord notification so reps can jump directly to the contact or opportunity in one click.
Use Close CRM custom fields to tag leads by Discord community source so you can measure which community activity converts to pipeline.
Yes. You can route different Close events to different Discord channels - for example, new leads to one channel and Closed Won deals to another - based on any data in the Close record.
Yes. You can specify that Neotask should post to a thread within a channel, which keeps deal-specific conversations organized without cluttering the main channel feed.
Yes. Describe the filter you need - for example, 'Only notify Discord when the lead source is Inbound and the pipeline is Enterprise' - and Neotask applies that condition to the workflow.
Yes. Neotask can watch Discord channels or bot commands and log matching interactions as notes, tasks, or lead updates in Close CRM.
Neotask handles the Discord connection during setup. You authorize access to your server and specify which channels to use - no manual bot token configuration is required on your end.
Stop switching between your CRM and community. Let Neotask keep your Close pipeline and Discord channels in sync automatically.
$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