When a deal closes in HubSpot, your finance team scrambles to catch up — logging payments, updating balances, and cross-referencing accounts manually. Neotask bridges HubSpot and Mercury so your CRM and banking data stay in sync automatically. From the moment a deal is marked won to the moment a payment lands in your Mercury account, every step runs without manual intervention.
See how closed deals impact your Mercury account in real time.
Align HubSpot revenue projections with actual banking cash flow.
Reduce manual reconciliation between sales records and bank transactions.
When a HubSpot deal moves to Closed Won, Neotask triggers a Mercury payment or invoice request automatically — no copy-paste between tabs, no delay in collecting revenue.
When your Mercury account balance crosses a threshold you define, Neotask logs an activity note on the relevant HubSpot company record, keeping your sales and finance teams aligned in one place.
When a new contact or company is created in HubSpot, Neotask can pre-populate Mercury payee details — saving your ops team from duplicate data entry when it's time to pay vendors or partners.
When a payment is received in Mercury, Neotask finds the matching HubSpot deal and updates the payment status, amount received, or custom property — giving your team real-time revenue visibility inside the CRM.
what you need
the automation
on autopilot
| HubSpot Capability | Mercury Capability | What Neotask Does |
|---|---|---|
| Deal stage changes | Initiate payments | Trigger Mercury payment on deal close |
| Contact & company records | Payee management | Sync new contacts as Mercury payees |
| Activity timeline | Transaction history | Log Mercury transactions to HubSpot deals |
| Custom properties | Account balances | Write balance snapshots to HubSpot records |
| Workflow triggers | Treasury operations | Automate finance actions from CRM events |
that match Mercury payment references — this makes transaction matching reliable and reduces ambiguity.
conservatively at first; you can always loosen alert triggers once you trust the workflow.
like payment_status or invoice_id early — they become powerful hooks for Mercury-triggered updates later.
before enabling high-volume automations, so you can validate the payment flow end to end.
Neotask uses secure OAuth and API token flows. Your credentials are encrypted and never exposed in plain text.
Yes — you control whether automations require a confirmation step or run fully on autopilot. High-value payment workflows can be configured to prompt for approval first.
Neotask will flag unmatched records and log them for review rather than silently skipping them, so nothing falls through the cracks.
No. Describe what you want in plain language and Neotask builds the automation for you.
Neotask connects HubSpot and Mercury so your sales and finance workflows run automatically — from deal close to payment received.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
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