Neotask подключает Neotask к Salesforce так, что ваша CRM управляет собой - запрашивайте записи, развёртывайте метаданные, управляйте организациями и автоматизируйте все операции продаж.
Запрашивайте любой объект Salesforce с SOQL и управляйте записями по всей организации
Развёртывайте и извлекайте метаданные для изменений конфигурации без интерфейса настройки
Управляйте несколькими организациями, назначайте разрешения и выполняйте рабочие процессы разработки через разговор
Что вы можете делать
Neotask подключает Neotask к Salesforce так, что ваша CRM управляет собой. Запрашивайте записи, развёртывайте метаданные, управляйте организациями и автоматизируйте все операции продаж - через разговор.
Запросы и управление записями
Запрашивайте любой объект Salesforce с SOQL: аккаунты, контакты, возможности, лиды и пользовательские объекты. Создавайте, обновляйте и удаляйте записи через разговор.
Управление воронкой
Запрашивайте текущую открытую воронку возможностей, фильтруйте по стадии, сумме и дате закрытия. Получайте прогнозы продаж и ежедневные сводки по конвейеру.
Развёртывание метаданных
Развёртывайте и извлекайте компоненты метаданных Salesforce: пользовательские объекты, поля, правила валидации и потоки. Управляйте изменениями конфигурации без навигации в интерфейсе настройки.
Управление организациями
Управляйте несколькими средами Salesforce (sandbox и production). Назначайте разрешения, управляйте профилями пользователей и выполняйте рабочие процессы DevOps через разговор.
Каждое действие выполняется автономно или требует вашего одобрения - вы решаете.
Попробуйте спросить
«Покажи все открытые возможности, закрывающиеся в этом квартале с суммой больше $50 000»
«Создай новую запись лида для Джейн Смит из Acme Corp»
«Разверни пользовательское поле Priority на объекте Opportunity»
«Запроси все аккаунты без активности за последние 90 дней»
«Покажи прогноз продаж за этот месяц по стадиям конвейера»
«Обнови статус возможности #00012345 на Negotiation»
Советы профессионалов
Используйте SOQL с отношениями между объектами для создания многоуровневых отчётов без конфигурации Salesforce Reports.
Всегда тестируйте развёртывания метаданных в sandbox перед production - Neotask может управлять обеими средами.
Назначение разрешений через разговор ускоряет онбординг новых членов команды продаж.
Multiple workspaces and capacity for larger teams.
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.
Больше интеграций Продажи и CRM
Harmonic - Neotask на Neotask превращает Harmonic в автономную операцию стартап-аналитики - ища компании, отслеживая финансирование, управляя вотчлистами и маппируя инвесторские сети через разговор.
Close - Neotask запускает всю вашу Close CRM через Neotask - 48 действий для лидов, контактов, возможностей и коммуникаций, всё через разговор.
Clay - Neotask на Neotask автоматизирует ваш охват через Clay - обогащение контактов, управление списками потенциальных клиентов и оркестрация продажных рабочих процессов, чтобы воронка заполнялась сама.
ZoomInfo - Neotask на Neotask использует ZoomInfo для автоматического построения пайплайна идеальных клиентов - ища компании, обогащая контакты и проводя разведку аккаунтов через разговор.
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 - Извлекайте аналитику выручки из звонков Gong - Neotask и Neotask предоставляют инсайты, пока вы сосредоточены на продажах.