Neotask makes Pipedrive your most responsive deal manager - Neotask handles pipeline queries, updates, and reporting in plain English.
Query deals, contacts, and pipeline stages through natural conversation
Log activities, update deal fields, and schedule follow-ups without opening Pipedrive
Generate sales performance reports and pipeline health summaries on demand
What You Can Do
Deal Pipeline Queries
Ask for all deals in a specific stage, owned by a specific rep, or closing within a date range. Get deal counts, total values, and probability-weighted forecasts instantly.
Contact & Organisation Lookup
Find person or organisation records by name, email, or associated deal. Get a full profile with linked deals, recent activities, and contact details.
Activity Logging & Scheduling
Log completed calls, emails, and meetings through conversation. Schedule follow-up activities by telling Neotask the date, time, and activity type - it writes directly to Pipedrive.
Sales Performance Reporting
Ask for rep performance by deal count, value closed, or activity volume. Compare this week vs. last week, or this month vs. quota, without building Pipedrive reports manually.
Pipeline Health & Stale Deal Detection
Ask for deals that haven't had any activity in a given number of days. Surface deals with overdue activities, missed close dates, or missing key fields.
Try Asking
"Show me all deals in the 'Proposal' stage closing this month."
"What's the total pipeline value for each rep on the enterprise team?"
"Find all deals with no activity in the last 21 days."
"Log a call with David at Pinnacle Group - he's ready to move to contract."
"Which deals have a close date that's already passed but are still open?"
"What's our average deal cycle length for deals closed last quarter?"
"Schedule a follow-up call with the Nexus Corp deal for next Tuesday at 10am."
"How many deals did we close last month and what was the total value?"
Pro Tips
Use Pipedrive's custom fields by name in your questions - Neotask will map them correctly if you describe the field as you've named it.
Ask for stale deal reports every Monday: "deals with no activity in 14 days" is the clearest pipeline hygiene signal for weekly reviews.
Combine deal queries with activity scheduling: "show me all overdue deals and schedule a follow-up call for each one this week."
Ask for average deal value by source or pipeline to understand which acquisition channels produce the most valuable customers.
Use Neotask during sales calls: "log this call with Acme and set next step to send proposal by Thursday" takes 5 seconds.
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.
More Sales & CRM Integrations
Zoho CRM - Run your Zoho CRM from conversation - Neotask turns your words into CRM actions.
Freshsales - Manage your Freshsales pipeline with Neotask.
Salesforce - Neotask connects to Salesforce so your CRM runs itself - query records, deploy metadata, manage orgs, and automate your entire sales operations.
Harmonic - Neotask turns Harmonic into an autonomous startup intelligence operation - searching companies, tracking funding rounds, managing watchlists, and surfacing investor insights without manual research.
Close - Neotask runs your entire Close CRM - 48 actions covering leads, contacts, opportunities, and communications, all through conversation.
Clay - Neotask automates your Clay outreach - enriching contacts, managing prospect lists, and orchestrating sales workflows so your pipeline fills itself.