Neotask connette Neotask a ActiveCampaign così puoi interrogare contatti, automazioni e pipeline di trattative tramite conversazione naturale.
Cerca contatti, tag e stato di iscrizione alle automazioni istantaneamente
Controlla i valori della pipeline di trattative e i conteggi per fase nel tuo CRM
Monitora le prestazioni delle automazioni - tassi di completamento e contatti bloccati
Cosa Puoi Fare
Gestione Contatti
Cerca qualsiasi contatto per email, vedi l'elenco completo dei tag, le iscrizioni alle liste, i valori dei campi personalizzati e a quali automazioni sono attualmente iscritti - senza navigare manualmente nei profili dei contatti.
Monitoraggio Automazioni
Controlla quanti contatti sono attivi in ciascuna automazione, identifica le automazioni in cui i contatti sembrano bloccati o non avanzano da giorni, e vedi i tassi di completamento per le sequenze chiave.
CRM e Trattative
Interroga la tua pipeline di trattative - valore totale per fase, numero di trattative aperte, trattative in ritardo sui follow-up e copertura della pipeline per il mese.
Salute delle Liste e dei Segmenti
Ottieni i conteggi dei contatti per lista, identifica le liste con alti tassi di disiscrizione e trova i contatti presenti contemporaneamente su più liste per la deduplicazione o il targeting.
Report sulle Campagne
Estrai tassi di apertura, tassi di clic e dati di disiscrizione per le campagne email recenti. Trova la riga dell'oggetto con le migliori prestazioni o identifica un invio con prestazioni inferiori alle aspettative.
Prova a Chiedere
"Il [email protected] è iscritto a qualche automazione attiva al momento?"
"Quale automazione ha più contatti bloccati?"
"Qual è il valore totale delle trattative nella fase 'Proposta Inviata'?"
"Quanti contatti sono stati aggiunti alla mia lista newsletter questa settimana?"
"Quale campagna ha avuto il tasso di apertura più basso nell'ultimo mese?"
"Mostrami tutte le trattative che non hanno avuto attività da più di 7 giorni."
"Quanti contatti hanno completato l'automazione di onboarding il mese scorso?"
Suggerimenti Pro
I contatti 'bloccati' nelle automazioni di solito indicano che una condizione di attesa non è mai stata attivata - chiedi a Neotask di trovarli per automazione e verifica la logica del passaggio di attesa.
Le query sulla pipeline di trattative sono più utili con un filtro temporale: "Trattative aperte questo trimestre ancora in discovery" fornisce dati di salute della pipeline concreti.
I tag di ActiveCampaign possono diventare caotici nel tempo - chiedi periodicamente "tutti i tag univoci nell'account" per verificare e rimuovere quelli non utilizzati.
Per l'igiene delle liste, confronta i tassi di disiscrizione tra le liste - un tasso costantemente alto su una lista spesso segnala un disallineamento audience-contenuto che vale la pena indagare.
Quando cerchi un contatto, chiedi la cronologia completa delle attività - mostra aperture email, clic sui link, invii di moduli e visite al sito in un'unica vista.
Multiple workspaces and capacity for larger teams.
Works Well With
AirOps - Automate your email marketing with AI-driven content intelligence. Connect ActiveCampaign and AirOps to send smarter cam...
Airtable - Connect ActiveCampaign and Airtable to sync contacts, automate record creation, and manage marketing workflows from a si...
Airwallex - Connect ActiveCampaign and Airwallex to trigger payments from marketing automations, sync customer billing data, and man...
Alpaca - Connect ActiveCampaign and Alpaca to send portfolio alerts via email, trigger automations from market events, and keep i...
Apify - Connect ActiveCampaign and Apify for web scraping lead generation. Scrape prospect data and feed it directly into email ...
Apollo - Connect ActiveCampaign and Apollo to sync prospects into email sequences, enrich contacts with B2B data, and automate ou...
Archbee - Connect ActiveCampaign and Archbee to share documentation in email sequences, automate knowledge base workflows, and kee...
Asana - Connect ActiveCampaign and Asana to create tasks from email events, sync campaign projects, and automate marketing team ...
Attio - Connect ActiveCampaign and Attio to sync contacts, automate deal workflows, and bridge email marketing with your relatio...
AWS Marketplace - Connect ActiveCampaign with AWS Marketplace to automate email marketing across cloud infrastructure. Sync CRM data and t...
Banana AI - Connect Apollo.io and ClickUp with Neotask to automate your sales pipeline. Turn prospect sequences into tasks, sync dea...
Basecamp - Connect ActiveCampaign email automation with Basecamp project management. Sync leads to projects and automate team workf...
Baserow - Connect ActiveCampaign email automation with Baserow open-source database. Sync contacts, enrich records, and automate d...
Beehiiv - Connect ActiveCampaign CRM with Beehiiv newsletter platform. Sync subscribers, automate follow-ups, and grow your newsle...
BigQuery - Connect ActiveCampaign to BigQuery data warehouse. Export contacts, analyze campaigns at scale, and build marketing anal...
Bitly - Connect ActiveCampaign email campaigns with Bitly link tracking. Shorten URLs, track clicks, and optimize campaigns with...
BoldSign - Connect ActiveCampaign CRM with BoldSign e-signatures. Auto-send contracts when deals close and track signatures in your...
Box - Connect ActiveCampaign CRM with Box cloud content management. Attach files to deals, organize marketing assets, and auto...
Brevo - Connect ActiveCampaign and Brevo email marketing platforms. Sync contacts, coordinate campaigns, and unify your marketin...
Cal.com - Enrich Clay contacts and send targeted emails through Mailjet. Neotask automates lead research to personalized outreach.
Chargebee - Connect ActiveCampaign and Chargebee to automate billing-driven email campaigns, subscription lifecycle nurturing, and r...
Circleback - Connect ActiveCampaign and Circleback to turn meeting insights into targeted email campaigns, automated follow-ups, and ...
Clay - Connect ActiveCampaign and Clay to enrich leads with prospect data, build targeted email lists, and automate personalize...
ClickSend - Connect ActiveCampaign and ClickSend to run coordinated email and SMS campaigns, automate text follow-ups, and reach cus...
ClickUp - Connect ActiveCampaign and ClickUp to automate marketing task management, campaign tracking, and team coordination with ...
Clockwise - Connect ActiveCampaign and Clockwise to automate meeting booking from email campaigns, schedule sales calls from lead en...
Close - Connect ActiveCampaign and Close CRM to sync leads, automate sales email sequences, and keep your pipeline and marketing...
Cloudinary - Connect ActiveCampaign and Cloudinary to automate email campaign image management, optimize media for deliverability, an...
Coda - Connect ActiveCampaign and Coda to sync email campaign data to docs, automate reporting tables, and manage marketing ope...
Cohere - Sync Microsoft 365 files with Amazon S3. Neotask automates backup, archival, and file distribution between your producti...
Commerce Layer - Sync Google Drive files with Amazon S3 automatically. Neotask automates cloud-to-cloud file backup, migration, and distr...
ConfigCat - Connect ActiveCampaign and ConfigCat to trigger email campaigns from feature flag changes, notify users about rollouts, ...
Consensus - Analyze Mercury banking data in BigQuery. Neotask syncs transactions, balances, and accounts for real-time financial ana...
Courier - Translate Notion pages automatically with DeepL. Neotask handles documentation translation for global teams.
Discord - Connect ActiveCampaign and Discord with Neotask to automate community email marketing workflows. Sync subscribers, trigg...
Evernote - Automate your email marketing with Evernote notes. Sync campaign content, manage lead notes, and organize marketing work...
Exa - Enrich your email marketing with AI-powered web research. Use Exa to find leads, research companies, and feed intelligen...
Fellow - Turn meeting action items into marketing workflows. Sync Fellow meeting data with ActiveCampaign automations and CRM con...
Fibery - Sync your marketing automations with project management. Connect ActiveCampaign campaigns to Fibery entities for unified...
Figma - Bridge email marketing design and execution. Pull Figma design assets into ActiveCampaign campaigns and keep your email ...
Firebase - Send JotForm submissions directly to BigQuery for analysis. Neotask automates form-to-warehouse data pipelines.
Firecrawl - Scrape competitor data and web content to power your email marketing. Use Firecrawl web scraping with ActiveCampaign aut...
Fireflies.ai - Turn meeting transcripts into marketing actions. Sync Fireflies.ai meeting data with ActiveCampaign contacts and automat...
Flutterwave - Automate payment-triggered email marketing for African markets. Sync Flutterwave transactions with ActiveCampaign automa...
Gamma - Generate presentations from email campaign data. Connect ActiveCampaign marketing metrics with Gamma AI presentation cre...
GitHub - Sync development activity with email marketing. Trigger ActiveCampaign campaigns from GitHub events and keep developer c...
Google Drive - Connect ActiveCampaign and Google Drive with Neotask to automate email marketing file workflows, manage CRM documents, a...
Google Meet - Connect ActiveCampaign and Google Meet with Neotask to automate lead meeting scheduling, sync CRM data with video calls,...
JotForm - Send automated emails when JotForm submissions arrive. Neotask connects form responses to Mailgun for instant follow-up.
Microsoft 365 - Track Wix website projects in Smartsheet. Neotask syncs site updates, task status, and content changes between platforms...
Mixpanel - Add AI to your headless commerce. Neotask uses OpenAI to generate product descriptions, analyze orders, and automate Com...
Netlify - Connect ActiveCampaign and Netlify with Neotask to automate deploy notifications, sync form submissions into your CRM, a...
Pipefy - Connect Beehiiv and Clay with Neotask to enrich newsletter subscribers, qualify leads from your audience, and automate n...
QuickBooks - Sync QuickBooks customers with ActiveCampaign contacts. Automate invoice follow-ups, payment-triggered emails, and accou...
S3 - Automate post-meeting email follow-ups with Brevo and Google Meet. Send webinar follow-up emails, sync contacts, and tri...
Salesforce - Sync ActiveCampaign email marketing with Salesforce CRM. Automate lead handoff, campaign attribution, and contact syncin...
Slack - Get real-time ActiveCampaign alerts in Slack. Neotask notifies your team on new leads, campaign results, and deal change...
Sprouts - Connect Airtable and Beehiiv with Neotask to sync subscriber data, automate newsletter management, and build a content c...
Stripe - Automate payment-triggered email marketing with Stripe and ActiveCampaign. Tag contacts, trigger sequences, and sync bil...
Trello - Connect ActiveCampaign and Trello with Neotask to automate lead tracking, campaign workflows, and project handoffs in on...
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