Ventas y CRM
Neotask en Neotask gestiona tus operaciones de Close CRM - creando leads, registrando actividades, actualizando oportunidades y entregando insights de pipeline a través de conversación.
Close CRM has 48 actions available through Neotask and Neotask - the most complete CRM automation in the platform.
| Category | Key Actions | Sales Automation Use Case |
|---|---|---|
| Search & Query | search, lead_search, activity_search, opportunity_search, aggregation | Pipeline reports and lead discovery a través de conversación |
| Leads | fetch, create, update, delete leads | Capture and qualify leads from any channel automatically |
| Contacts | fetch, create, update, delete contacts | Keep contact records accurate without manual entry |
| Opportunities | fetch, create, update, delete opportunities; list pipelines | Manage deal flow and stage progression automatically |
| Tasks | create, update tasks | Auto-create follow-up tasks when leads go cold |
| Communications | create_call, create_sms, create_email/sms templates | Log calls and send sequences without touching Close |
| Templates | fetch, create, update, delete email/SMS templates | Maintain your outreach library a través de conversación |
| Statuses | create, update, delete lead/opportunity statuses | Keep pipeline stages clean and consistent |
| Smart Views | fetch, update smart views | Surface the right leads at the right time automatically |
| Workflows | create workflows | Build automation rules a través de conversación |
Cada acción se ejecuta de forma autónoma o requiere tu aprobación - tú decides.
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