HubSpot

销售与 CRM

Neotask 通过 Neotask 将 HubSpot 变成对话式 CRM--无需操作仪表盘，即可管理联系人、交易、工作流和属性。

跨联系人、交易和公司大规模搜索、创建和批量更新 CRM 记录
不离开工作流即可管理属性、关联关系和互动追踪
检查并审计工作流，了解和优化自动化配置

你可以做什么

Neotask 通过 Neotask 为销售和营销团队提供对 HubSpot CRM 的深度访问。21 项工具涵盖对象、关联、属性、互动和工作流，通过对话管理整个营收运营。

类别	功能
CRM 对象	列出、按条件搜索、批量创建、批量更新、批量读取所有对象类型
数据架构	获取对象 schema，了解数据模型
关联关系	创建记录间关联、列出关联、获取关联定义
属性	列出属性、获取详情、创建新属性、更新现有属性
互动	创建互动（通话、邮件、会议、任务）、获取详情、更新
工作流	列出所有工作流、获取工作流详情和配置
实用工具	获取用户详情、生成反馈链接、获取 HubSpot 直达链接

每个操作都可以自主执行或需要你的批准--由你决定。

试试这样问

"搜索所有处于谈判阶段且金额超过 5 万美元的交易"
"为这 15 位展会线索创建联系人并打上 'CES 2026' 标签"
"交易对象上有哪些可用属性？"
"将这 10 个联系人的生命周期阶段批量更新为客户"
"列出所有活跃工作流，告诉我哪些本月未触发"
"将此交易与 Acme Corp 公司记录关联"
"在 Johnson 交易上记录一条通话互动--15 分钟，讨论了定价"
"在联系人上创建自定义属性'首选沟通渠道'"

专业技巧

批量操作用于大规模 CRM 更新--批量创建和批量更新可一次处理多条记录。
创建属性前先检查 schema，避免重复和命名冲突。
将搜索与批量操作结合使用：先找到匹配记录，再一次性全部更新。
关联定义帮助您在链接记录前了解关系模型。
使用互动追踪保持 CRM 活动日志的准确性，无需手动录入。
每季度审计工作流--Neotask 可列出所有工作流并标出近期未触发的。

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

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.