Pipedrive

銷售

管理銷售交易並監控管線 - Neotask 透過 Neotask 為您自動化 Pipedrive。

建立和更新交易
追蹤聯絡人、公司和活動
分析銷售漏斗和預測

您可以做什麼

交易管線查詢

要求查看特定階段、特定業務代表擁有的，或在某個日期範圍內即將成交的所有交易。即時取得交易數量、總價值和機率加權預測。

聯絡人與組織查找

按姓名、電子郵件或相關交易查找個人或組織記錄。取得包含關聯交易、最近活動和聯絡詳情的完整檔案。

活動記錄與排程

透過對話記錄已完成的電話、電子郵件和會議。告訴 Neotask 日期、時間和活動類型來排程後續活動--它直接寫入 Pipedrive。

銷售績效報告

按交易數量、成交價值或活動量要求業務代表績效報告。比較本週與上週、或本月與配額，無需手動建立 Pipedrive 報告。

管線健康與停滯交易偵測

查詢在指定天數內沒有任何活動的交易。找出有逾期活動、錯過成交日期或缺少關鍵欄位的交易。

試試這樣問

"顯示所有本月即將成交的 '提案' 階段交易"
"企業團隊每個業務代表的管線總價值是多少？"
"找出過去 21 天沒有活動的所有交易"
"記錄與 Pinnacle Group 的 David 的通話--他準備進入合約階段"
"哪些交易的成交日期已經過了但仍然開啟？"
"上季度成交的交易平均交易週期是多長？"
"為 Nexus Corp 的交易排程下週二上午 10 點的後續電話"
"上個月我們成交了多少筆交易，總價值是多少？"

進階技巧

在問題中按名稱使用 Pipedrive 的自訂欄位--如果您按命名方式描述欄位，Neotask 會正確對應。
每週一要求停滯交易報告："14 天內沒有活動的交易" 是每週審查最清晰的管線健康信號。
結合交易查詢與活動排程："顯示所有逾期交易並為每筆排程本週的後續電話。"
按來源或管線要求平均交易價值，以了解哪些獲客管道產生最有價值的客戶。
在銷售電話中使用 Neotask："記錄與 Acme 的通話並設定下一步為週四前發送提案" 只需 5 秒。

Start free

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

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.