Salesforce

セールス

NeotaskはNeotaskをSalesforceに接続してCRMを自走させます - レコードのクエリ、メタデータのデプロイ、組織の管理、営業オペレーション全体の自動化が可能です。

• SOQLを使ってSalesforceオブジェクトをクエリし、組織全体のレコードを管理
• Setup UIなしでメタデータをデプロイ・取得して設定を変更
• 会話を通じて複数の組織の管理、権限の割り当て、開発ワークフローの実行

できること

Neotask経由のSalesforceは、組織管理、データアクセス、開発者ワークフローにわたる深いCRM自動化を提供します：

組織管理

• 接続されたすべての組織を一覧表示して切り替え
• ユーザー名の取得と組織接続の確認
• Setupを操作せずにユーザーに権限セットを割り当て

データ操作

• 自然言語でSOQLを使って標準またはカスタムオブジェクトをクエリ
• アカウント、コンタクト、商談、任意のカスタムオブジェクトのレコードを作成・更新・管理
• 営業パフォーマンスの可視化のためにレポートとダッシュボードを取得

開発者ワークフロー

• レビューまたはバックアップのために組織からメタデータを取得
• カスタムオブジェクト、項目、フロー、Apexクラスを含むメタデータ変更をデプロイ
• サンドボックスから本番へのデプロイライフサイクルを管理

すべてのアクションは自律的に実行されるか、承認を求めるかを選べます。

こう聞いてみよう

• 「今月クローズする$100K超えの商談をすべて表示して」
• 「先週ソース別に何件の新規リードが入った？」
• 「更新されたAccountページレイアウトを本番にデプロイして」
• 「3人の新入社員にSales Manager権限セットを割り当てて」
• 「Acme Corpのすべてのコンタクトをクエリして最終活動日を表示して」
• 「リードスコアリングフローのメタデータを取得して」
• 「接続されている組織とデフォルトに設定されているものを教えて」
• 「Opportunityオブジェクトにディールの信頼スコア用のカスタム項目を作成して」

活用のコツ

• Salesforceをメールツールとアプリグループに組み合わせれば、エージェントが自動的にメールエンゲージメントデータでCRMレコードを充実させられます。
• 大規模なデータ操作にはマルチエージェントチームを使いましょう - 一方のエージェントがクエリし、もう一方が結果に基づいてレコードを更新します。
• メタデータデプロイの承認ゲートで本番組織の変更に安全レイヤーを追加しましょう。
• 自動化で週次パイプラインレポートをスケジュールして、営業リーダーシップが求めなくてもCRMサマリーを受け取れるようにしましょう。
• エージェントによる権限セットの割り当てで、定期的なユーザープロビジョニングのためにSetupを操作する必要がなくなります。
• SOQLクエリはリレーションシップトラバーサルをサポートしています - 1回のリクエストで複数のオブジェクトにまたがるデータを依頼できます。

Plans

Works Well With

• ActiveCampaign - Sync ActiveCampaign email marketing with Salesforce CRM. Automate lead handoff, campaign attribution, and contact syncin...
• AirOps - Connect AirOps and Salesforce with Neotask to automate CRM workflows, enrich leads with AI, and accelerate your revenue ...
• Airtable - Sync records and automate updates between Airtable and Salesforce to eliminate double entry.
• Airwallex - Connect Airwallex and Salesforce with Neotask to automate global payments, sync treasury data to CRM records, and stream...
• Amplitude - Connect Amplitude and Salesforce with Neotask AI. Sync behavioral analytics into your CRM to qualify leads and close dea...
• Apify - Connect Apify web scraping with Salesforce CRM using Neotask. Automatically capture leads from the web and push them dir...
• Apollo - Sync Apollo.io with Salesforce automatically. Keep your CRM clean, enrich leads instantly, and close deals faster with N...
• Asana - Connect Salesforce and Asana to trigger project workflows from deal stages automatically.
• BioRender - Connect BioRender scientific illustration with Salesforce CRM. Automate workflows, sync assets, and close deals faster w...
• Brevo - Connect Brevo and Salesforce with Neotask to sync contacts, automate CRM email campaigns, and unify your marketing and s...
• Calendly - Connect Calendly and Salesforce to log bookings, update deals, and automate follow-ups. No code required.
• ClickUp - Connect ClickSend and Evernote with Neotask to automate SMS logging, message tracking, and note organization without wri...
• Close - Connect ClickUp and YouTube with Neotask to automate video content workflows, link tasks to videos, track production pro...
• CoinGecko - Connect CoinGecko API data with Salesforce to enrich CRM records with live crypto prices, market caps, and coin metrics ...
• Confluence - Connect Confluence and Salesforce with Neotask. Sync sales documentation, automate CRM record updates, and keep your wik...
• Datadog - Connect CrowdStrike Falcon and Port with Neotask to surface threat detections, host risk scores, and indicator alerts di...
• Docusign - Automate document generation and e-signature workflows directly from Salesforce records.
• Dropbox - Connect Dropbox and Salesforce to automate file sharing, sync CRM attachments, and streamline sales workflows with Neota...
• GitHub - Connect Salesforce and GitHub to sync CRM data with code repositories.
• GitLab - Connect GitLab and Salesforce to automate devops CRM workflows, sync pipelines with deployment tracking, and close the g...
• Gmail - Sync contacts, log emails automatically, and close deals faster by linking Salesforce CRM with Gmail.
• Google Ads - Connect Klaviyo and Webflow with Neotask to sync form subscribers, trigger email automation from CMS events, and unify y...
• Google Calendar - Push Freshdesk ticket updates to the right Slack channels so your team reacts faster to customer issues.
• Google Contacts - Sync Google Contacts with Salesforce automatically. Keep CRM records and contact lists aligned with Neotask's AI-powered...
• Google Drive - Connect Salesforce and Google Drive to auto-create deal folders and sync documents to CRM records.
• Google Forms - Connect Salesforce and Google Forms to sync form responses to CRM.
• Google Sheets - Sync Salesforce records to Google Sheets automatically and build live reports without SOQL or manual data pulls.
• Grain - Connect Grain and Salesforce with Neotask to automatically sync sales call recordings, meeting summaries, and conversati...
• Hotjar - Sync HubSpot CRM data with Confluence documentation. Neotask automates client docs, deal briefs, and team knowledge shar...
• HubSpot - Sync contacts, deals, and pipelines between Salesforce and HubSpot automatically.
• Intercom - Connect Intercom and Salesforce with Neotask to sync customer conversations, automate lead updates, and keep your CRM da...
• Jira - Bridge your Salesforce CRM and Jira project boards so sales deals and engineering tickets stay in sync.
• Label Studio - Connect Label Studio and Salesforce to power AI training with CRM data. Automate ml annotation crm data workflows and ac...
• LaunchDarkly - Connect LaunchDarkly and Salesforce with Neotask to align feature rollouts with your sales pipeline, sync flag targeting...
• Linear - Connect Salesforce and Linear to bridge CRM and issue tracking for product teams.
• Mailchimp - Connect Salesforce and Mailchimp to sync CRM contacts with email marketing audiences.
• Microsoft Teams - Connect Salesforce and Microsoft Teams for real-time CRM notifications in your team channels.
• Monday.com - Connect Monday.com and Salesforce with Neotask to sync tasks, boards, leads, and opportunities automatically. Keep your ...
• Mux - Sync Mux video analytics with Salesforce CRM. Track viewer engagement, enrich leads with streaming metrics, and automate...
• NetSuite - Connect NetSuite and Salesforce with Neotask AI. Sync orders, invoices, and CRM data automatically - no manual exports o...
• Notion - Connect Notion and Salesforce with Neotask. Sync sales records, automate documentation, and keep your knowledge base ali...
• OneDrive - Connect OneDrive and Salesforce with Neotask to sync sales documents, attach files to CRM records, and automate your sal...
• PagerDuty - Connect Salesforce and PagerDuty to track customer incidents in CRM.
• PayPal - Sync PayPal transactions to Salesforce automatically. Automate payment data, update CRM records, and streamline your pay...
• Philips Hue - Connect Philips Hue smart lighting with Salesforce CRM using Neotask. Automate deal alerts, status signals, and team not...
• Pinecone - Connect Pinecone vector search with Salesforce CRM using Neotask. Build AI retrieval pipelines, query records, and autom...
• Pipedrive - Connect Pipedrive and Salesforce with Neotask to sync deals, contacts, and sales data across both CRMs automatically. No...
• PostgreSQL - Connect PostgreSQL and Salesforce with Neotask. Sync CRM records to your data warehouse, automate database updates, and ...
• PostHog - Connect PostHog product analytics with Salesforce CRM using Neotask. Sync user behavior, events, and insights directly i...
• QuickBooks - Connect Salesforce and QuickBooks to sync CRM and accounting data automatically.
• Segment - Connect Segment and Salesforce to sync customer data, enrich CRM records, and automate sales workflows. Powered by Neota...
• SendGrid - Connect Salesforce and SendGrid to automate emails and sync delivery data to CRM.
• Session Logs - Connect Salesforce with Session Logs to automate session management, track customer activity, and keep CRM records accur...
• Shopify - Connect Salesforce and Shopify to sync CRM and ecommerce data automatically.
• Slack - Connect Salesforce and Slack to send instant deal alerts, lead notifications, and pipeline updates to your team.
• Snowflake - Connect Snowflake and Salesforce with Neotask AI. Sync CRM data to your data warehouse, automate reporting, and unlock r...
• SonarQube - Connect Salesforce and SonarQube with Neotask to automate code quality gates, link issues to CRM records, and streamline...
• Square - Connect Square and Salesforce with Neotask AI. Sync POS customers to CRM, track retail revenue, and bridge in-store and ...
• Stripe - Connect Salesforce and Stripe to sync deals, payments, and subscriptions automatically. No code required.
• Telegram - Connect Salesforce and Telegram with Neotask. Automate CRM notifications, deal updates, and sales alerts directly to Tel...
• Terminal Multiplexer - Connect Salesforce and Tmux with Neotask to automate CRM workflows, run terminal sessions, and manage pipelines without ...
• Trello - Connect Trello and Salesforce to bridge CRM records with visual project boards automatically.
• Twilio - Connect Salesforce and Twilio with Neotask to automate SMS alerts, call logging, and lead follow-ups - no code required.
• Vercel - Connect Salesforce and Vercel with Neotask to automate deployments, sync CRM data, and streamline your sales-to-shipping...
• Webflow - Connect Salesforce and Webflow to capture form leads and sync CRM data with your website.
• WordPress - Connect Salesforce and WordPress with Neotask. Sync leads, automate content publishing, and keep your CRM and website in...
• Xero - Connect Xero and Salesforce to sync invoices, contacts, and revenue data automatically. Save hours of manual work with t...
• Zapier - Connect Salesforce to hundreds of apps through Zapier-powered automation.
• Zoho - Connect Zoho and Salesforce with AI. Sync contacts, leads, deals, and pipeline data between both CRMs using natural lang...
• Zoom - Connect Salesforce and Zoom to log calls, update deal stages, and automate follow-ups automatically.

その他のセールスインテグレーション

• Harmonic - Neotask上のNeotaskがHarmonicを自律型スタートアップインテリジェンス基盤に変えます - 企業検索、資金調達ラウンド追跡、ウォッチリスト管理、手動調査なしの投資家インサイト抽出。
• Close - NeotaskはNeotaskを通じてClose CRM全体を運用します - リード、コンタクト、商談、コミュニケーションをカバーする48のアクションを、すべて会話で実行できます。
• Clay - Neotask上のNeotaskがClayのアウトリーチを自動化します - 連絡先の充実、見込み客リストの管理、セールスワークフローのオーケストレーションを行い、パイプラインが自動で満たされます。
• ZoomInfo - Neotask上のNeotaskがZoomInfoを使って理想顧客パイプラインを自動構築 - 企業とコンタクトを検索、エンリッチ、調査して営業チームが常に必要なインテリジェンスを持てるように。
• G2 - G2 tracks buyer intent and customer reviews across the software market, and connected to Neotask it becomes a research tool you can query…
• Gong - Gongの通話から収益インテリジェンスを抽出 - NeotaskとNeotaskが営業に集中する間にインサイトを提供します。

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