Pipedrive

销售与CRM

通过对话管理 Pipedrive 销售管道与交易

查看销售管道、更新交易阶段和预期成交额
搜索联系人和公司，记录销售活动
生成销售预测和管道健康度报告

功能概览

交易管道查询

查询特定阶段、特定销售代表负责或在日期范围内即将关闭的所有交易。即时获取交易计数、总金额和概率加权预测。

联系人与组织查找

按姓名、邮箱或关联交易查找个人或组织记录。获取完整画像，包含关联交易、近期活动和联系方式。

活动记录与安排

通过对话记录已完成的通话、邮件和会议。告诉 Neotask 日期、时间和活动类型来安排跟进活动--它直接写入 Pipedrive。

销售绩效报告

按交易数量、成交金额或活动量查询销售代表绩效。比较本周与上周或本月与配额，无需手动构建 Pipedrive 报告。

管道健康与停滞交易检测

查询在给定天数内没有任何活动的交易。发现有逾期活动、错过关闭日期或缺失关键字段的交易。

试试这样问

"显示本月即将关闭的所有'提案'阶段交易。"
"企业团队每位销售代表的管道总价值是多少？"
"查找过去 21 天没有活动的所有交易。"
"记录与 Pinnacle Group 的 David 的通话--他准备进入签约阶段了。"
"哪些交易的关闭日期已过但仍然处于开放状态？"
"上季度我们关闭交易的平均周期是多长？"
"为 Nexus Corp 交易安排下周二上午10点的跟进电话。"
"上个月我们关闭了多少笔交易，总金额是多少？"

专业提示

在问题中按名称使用 Pipedrive 的自定义字段--如果您使用命名的字段描述，Neotask 会正确映射。
每周一要求停滞交易报告："14 天没有活动的交易"是每周回顾最清晰的管道健康信号。
结合交易查询与活动安排："显示所有逾期交易并为每个交易安排本周的跟进电话。"
按来源或管道查询平均交易金额，了解哪些获客渠道产生最有价值的客户。
在销售通话中使用 Neotask："记录与 Acme 的通话并设置下一步为周四前发送提案"只需5秒。

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Plans

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$50/mo

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Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

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.