Create and update leads, contacts, and deals through natural conversation
Pull pipeline reports and activity summaries without touching the UI
Automate follow-up sequences and task creation agents
What You Can Do
Lead & Contact Management
Create, search, update, and qualify leads and contacts in Freshsales. Ask Neotask to enrich a contact, change their lifecycle stage, or bulk-update a segment - all without opening the CRM.
Deal Pipeline Control
Move deals between stages, update close dates, attach notes, and log calls. Neotask keeps your pipeline accurate so your reps stay focused on selling.
Activity & Task Automation
Create follow-up tasks, schedule reminders, and log meeting outcomes. AI agents can chain these actions together so no touchpoint slips through the cracks.
Reporting & Insights
Pull deal velocity reports, lead conversion summaries, and activity breakdowns on demand. Ask for a weekly pipeline digest and get it in seconds.
Sequence & Campaign Triggers
Enroll contacts into email sequences, pause campaigns for specific accounts, and track sequence performance - all through conversation.
Try Asking
"Add Jane Smith at Acme Corp as a new lead with the Enterprise plan as her interest"
"Show me all deals closing this month that are still in the Proposal stage"
"Move deal #4821 to Negotiation and set the close date to March 15"
"Create a follow-up task for every lead I contacted last week with no reply"
"Give me a conversion rate breakdown from Lead to Won for Q1"
"Which contacts haven't been touched in over 30 days?"
"Log a call with Marcus at TechStart - 20 minutes, discussed pricing"
"Enroll all leads tagged 'webinar-feb' into the nurture sequence"
Pro Tips
Mention the Freshsales lifecycle stage name exactly (Lead, Contact, Qualified, etc.) so Neotask maps it correctly.
Ask for bulk updates by filter - e.g. "all leads from the Fintech segment" - to avoid updating one at a time.
Pair activity logging with task creation in one prompt: "Log the call and create a follow-up task for next Tuesday."
Use date ranges in reporting prompts ("last 30 days", "Q4 2024") for cleaner, ready-to-share output.
When creating deals, include the owner's name so Neotask assigns it immediately without a follow-up step.
Ask for a "pipeline health check" to surface stale deals, overdue tasks, and unassigned leads in one summary.
Multiple workspaces and capacity for larger teams.
Works Well With
Google Calendar - Sync Freshsales CRM with Google Calendar to automate meeting scheduling, follow-ups, and sales activity tracking in one ...
Heroku - Connect Fireflies and Todoist with Neotask to automatically turn meeting action items into Todoist tasks. Keep every com...
HubSpot - Connect Freshsales and HubSpot to sync contacts, deals, and pipeline data in real time. Eliminate duplicate records and ...
Microsoft Azure - Connect Attio and Trello with Neotask to sync CRM records, automate deal tracking, and keep your sales pipeline and proj...
More Sales & CRM Integrations
Salesforce - Neotask connects to Salesforce so your CRM runs itself - query records, deploy metadata, manage orgs, and automate your entire sales operations.
Harmonic - Neotask turns Harmonic into an autonomous startup intelligence operation - searching companies, tracking funding rounds, managing watchlists, and surfacing investor insights without manual research.
Close - Neotask runs your entire Close CRM - 48 actions covering leads, contacts, opportunities, and communications, all through conversation.
Clay - Neotask automates your Clay outreach - enriching contacts, managing prospect lists, and orchestrating sales workflows so your pipeline fills itself.
ZoomInfo - Neotask uses ZoomInfo to build your ideal customer pipeline automatically - searching, enriching, and researching companies and contacts so your sales team always has the intelligence they need.
G2 - G2 tracks buyer intent and customer reviews across the software market, and connected to Neotask it becomes a research tool you can query…