HubSpot

銷售與客戶關係管理

Neotask 將 HubSpot 變成對話式 CRM--Neotask 透過自然語言處理聯絡人、交易、序列與報告。

使用自然語言描述查找聯絡人、公司與交易
將聯絡人加入序列、更新交易階段，並透過對話記錄活動
無需建立 HubSpot 儀表板即可提取行銷與銷售績效報告

您可以做什麼

聯絡人與公司管理

依姓名、電子郵件、公司或任何屬性搜尋聯絡人。獲取完整的個人資料視圖，包括相關交易、近期時間線事件與當前生命週期階段。

交易管道管理

依管道階段、負責人、結束日期或金額查詢交易。請 Neotask 在階段間移動交易、更新結束日期或直接新增交易備注。

序列與工作流程管理

透過對話將聯絡人加入電子郵件序列。詢問哪些聯絡人目前在序列中，並查看步驟完成率或回覆情況。

行銷效能

詢問電子郵件活動的開啟率、點擊率與取消訂閱。查詢表單提交次數、落地頁轉換與每月部落格流量。

報告與潛在客戶評分

提取交易速度、來源歸因與聯絡人轉客戶轉換率。按來源、負責人或日期範圍詢問 MQL 或 SQL 計數，無需建立報告。

試著提問

「找到 [email protected] 的聯絡人記錄並顯示她的近期活動。」
「目前有多少交易處於『已安排演示』階段？」
「將『TechConf 2025』清單中的所有聯絡人加入後續跟進序列。」
「Q1 已結束交易的平均交易規模是多少？」
「顯示過去 60 天沒有任何活動的聯絡人。」
「本月哪個電子郵件活動的開啟率最高？」
「將 Globex 交易移至『已發送合約』並將結束日期設為 4 月 15 日。」
「本月我們從自然搜尋生成了多少新 MQL？」

進階技巧

HubSpot 屬性名稱很重要--如果您不確定欄位名稱，請 Neotask「列出聯絡人的可用屬性」。
使用生命週期階段過濾器：「顯示本週成為 SQL 的所有聯絡人」為 SDR 提供清晰的每日開始清單。
詢問交易速度趨勢：「交易通常在『提案已發送』停留多長時間才結束？」有助於識別瓶頸。
在一次對話中結合 HubSpot 行銷數據與 Salesforce 管道數據，獲得完整的收入歸因視圖。
請 Neotask 標記在序列中但在步驟 3 後未回覆的聯絡人--非常適合個性化後續跟進。

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Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

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

AirOps - Connect Box and Snowflake with Neotask to automate document analytics pipelines, sync enterprise files into your data wa...
Airtable - Sync HubSpot CRM contacts with Airtable databases. Neotask keeps your sales pipeline and project data aligned automatica...
Amplitude - Connect Amplitude and HubSpot to unify product analytics with CRM data. Sync behavioral insights and trigger campaigns f...
Apollo - Use Apollo.io and HubSpot together to keep your sales prospecting and CRM in lockstep. Neotask automates contact sync, s...
Apple Reminders - Connect HubSpot and Apple Reminders to automate follow-ups, sync tasks, and keep your sales pipeline moving without manu...
Asana - Connect Asana and HubSpot with Neotask AI. Sync deals to tasks, automate sales project handoffs, and keep your CRM and p...
Atono - Connect Atono and HubSpot with Neotask to automate CRM workflows, sync contacts, and close deals faster. No code require...
Attio - Connect Attio and HubSpot to sync contacts, deals, and pipeline data automatically. Keep both CRMs in sync without manua...
Beehiiv - Connect Beehiiv and HubSpot with Neotask to sync newsletter subscribers directly into your CRM, automate lead management...
Calendly - Sync Calendly meetings to HubSpot automatically so every booked call is logged and followed up.
ClickUp - Bridge ClickUp tasks and HubSpot deals so your project and sales teams always work from the same data.
Confluence - Connect ActiveCampaign and Consensus with Neotask to automate evidence-based marketing campaigns, enrich contacts with r...
Discord - Connect Dart and Google Sheets with Neotask to automate task exports, sync project data, and keep your spreadsheets upda...
Docusign - Automate the DocuSign HubSpot integration to send, track, and close contracts directly from your CRM pipeline without sw...
Dropbox - Connect HubSpot and Dropbox to link files to CRM deals and contacts automatically.
Duolingo - Connect Discord and PayPal with Neotask to automate payment alerts, member access, invoicing, and community monetization...
Figma - Connect HubSpot and Figma to link design files to CRM deals and contacts.
Firecrawl - Connect Firecrawl web scraping with HubSpot integrations to enrich CRM data, automate lead research, and power smarter s...
Flutterwave - Connect Flutterwave and HubSpot to automate payment tracking, sync transaction data to CRM records, and close deals fast...
Freshsales - Connect Freshsales and HubSpot to sync contacts, deals, and pipeline data in real time. Eliminate duplicate records and ...
Gamma - Connect Flutterwave and Google Calendar with Neotask to automate payment scheduling, subscription reminders, and billing...
GitHub - Connect GitHub and HubSpot with Neotask to sync code activity with your CRM, automate deal updates from PRs, and keep sa...
Gmail - Generate payment documents from Paystack transactions. Neotask automates receipt creation, payment reports, and financia...
Gong - Connect Gong and HubSpot with Neotask to sync conversation intelligence directly into your CRM. Automatically log call i...
Google Analytics - Combine Google Analytics website behavior data with HubSpot CRM contacts and deals. Neotask unifies your marketing attri...
Google Calendar - Route Intercom conversations to the right Slack channels so nothing slips through the cracks.
Google Drive - Connect HubSpot and Google Drive to auto-create deal folders and sync documents to CRM records.
Google Forms - Connect HubSpot and Google Forms to send form responses directly to your CRM.
Google Sheets - Connect HubSpot to Google Sheets automatically and keep your CRM data, contacts, and deals perfectly synced.
Infobip - Connect HubSpot and Infobip with Neotask to unify your CRM data with omnichannel messaging — SMS, WhatsApp, and more — a...
Intercom - Connect Intercom and HubSpot to sync conversations, contacts, and deals. Automate your CRM chat integration.
JFrog - Connect HubSpot and JFrog with Neotask to sync release data, automate CRM updates, and align your dev and sales pipeline...
Jira - Link Jira issues and HubSpot deals so your engineering and sales teams share context on every customer request.
Klaviyo - Connect HubSpot and Klaviyo to sync contacts, trigger email flows from CRM events, and keep your segments accurate witho...
Linear - Connect HubSpot and Linear to sync CRM data with engineering issue tracking.
Mailchimp - Connect Mailchimp and HubSpot to sync contacts, campaigns, and engagement data automatically.
Mercury - Connect HubSpot CRM with Mercury banking to automate sales finance workflows, sync deal data with payments, and keep you...
Microsoft Clarity - Connect HubSpot and Microsoft Clarity to align behavioral analytics with CRM data, improve conversion rates, and optimiz...
Microsoft Teams - Connect HubSpot CRM to Microsoft Teams for real-time deal and lead notifications.
Microsoft To Do - Connect HubSpot CRM with Microsoft To Do using Neotask. Automate task creation from deals, sync follow-ups, and keep you...
Mixpanel - Connect HubSpot CRM with Mixpanel product analytics using Neotask. Sync contact behavior, conversion events, and revenue...
Monday.com - Connect HubSpot and Monday.com to sync deals with project boards automatically.
NetSuite - Connect NetSuite and HubSpot with Neotask AI. Sync customers, orders, and deals automatically. No code required.
Notion - Sync HubSpot deal and contact data into Notion databases so your team has client context without switching apps.
OpenAI - Connect HubSpot and OpenAI with Neotask to automate CRM workflows, generate AI sales content, and enrich contact and dea...
PayPal - Connect PayPal and HubSpot with Neotask AI. Sync payment data to your CRM, trigger workflows from transactions, and trac...
Pendo - Connect HubSpot CRM with Pendo product analytics using Neotask. Sync in-app behavior, guide engagement, and feature adop...
Perplexity - Connect HubSpot and Perplexity with Neotask to automate AI-powered sales research, enrich CRM records with real-time int...
Pipedrive - Connect HubSpot and Pipedrive to sync contacts, deals, and activities. Migrate or run both CRMs together.
QuickBooks - Connect QuickBooks and HubSpot to sync invoices, payments, and customer data between accounting and CRM.
Salesforce - Sync contacts, deals, and pipelines between Salesforce and HubSpot automatically.
Segment - Connect Segment and HubSpot with Neotask AI. Sync customer data, automate marketing workflows, and unify your CDP with y...
SendGrid - Connect SendGrid and HubSpot to sync email delivery events with CRM contacts automatically.
Shopify - Connect your Shopify store to HubSpot CRM and turn every purchase into a qualified lead automatically.
Slack - Connect HubSpot and Slack for real-time deal alerts, lead notifications, and pipeline updates.
Smartsheet - Connect HubSpot and Smartsheet with Neotask. Automatically sync deals, contacts, and pipeline stages to Smartsheet rows ...
Snowflake - Connect Snowflake and HubSpot with Neotask AI. Sync customer data, enrich CRM records, and automate reporting across you...
Square - Connect Square and HubSpot with Neotask AI. Sync POS customers to your CRM, trigger campaigns from purchases, and track ...
Stripe - Connect HubSpot and Stripe to automate CRM payment workflows. Sync deals, invoices, and customer data between your CRM a...
System Agent - Connect HubSpot and Software AG to automate CRM middleware integration, sync enterprise data, and streamline workflows w...
Trello - Connect Trello boards to HubSpot CRM so sales tasks and deal data stay aligned.
Twilio - Connect Twilio and HubSpot with Neotask AI to automate SMS campaigns, sync call logs, and trigger CRM workflows from con...
Webflow - Connect HubSpot and Webflow to capture form leads and sync CRM data with your website.
WhatsApp - Connect HubSpot CRM with WhatsApp to automate outreach, log conversations, and close deals faster.
Xero - Connect Xero and HubSpot with AI. Sync invoices, contacts, and deals automatically - no manual data entry, no errors, no...
Zapier - Connect Zapier and HubSpot to build CRM automation that goes beyond basic Zap logic.
Zoho - Connect Zoho and HubSpot to sync contacts, deals, and pipelines automatically. Eliminate duplicate data entry and keep y...
Zoom - Automate your HubSpot Zoom integration to log calls, create meetings, and update contacts without leaving your CRM.