Salesforce

销售

Neotask 将 Neotask 连接到 Salesforce，让 CRM 自动运转--查询记录、部署元数据、管理组织并自动化整个销售运营。

使用 SOQL 查询任意 Salesforce 对象并管理整个组织的记录
无需打开设置界面即可部署和检索元数据配置变更
通过对话管理多个组织、分配权限并运行开发工作流

你可以做什么

Neotask 通过 Salesforce 提供深度 CRM 自动化，覆盖组织管理、数据访问和开发工作流：

组织管理

列出所有已连接的组织并在其间切换
获取用户名并验证组织连接
无需导航到设置即可为用户分配权限集

数据操作

通过自然语言使用 SOQL 查询任意标准或自定义对象
跨账户、联系人、商机和任意自定义对象创建、更新并管理记录
提取报告和仪表板以查看销售业绩

开发工作流

从组织检索元数据用于审查或备份
部署元数据变更，包括自定义对象、字段、流程和 Apex 类
管理从沙盒到生产的开发生命周期

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

"显示本月结束、价值超过 10 万美元的所有商机"
"上周按来源分类我们新增了多少线索？"
"将更新后的账户页面布局部署到生产环境"
"为三名新员工分配销售经理权限集"
"查询 Acme Corp 的所有联系人并显示其最后活动日期"
"检索我们线索评分流程的元数据"
"已连接哪些组织，哪个被设为默认？"
"在商机对象上为交易置信度评分创建新自定义字段"

专业技巧

在应用组中将 Salesforce 与电子邮件工具结合，让代理自动用邮件互动数据丰富 CRM 记录。
对大型数据操作使用多代理团队--一个代理查询，另一个根据结果更新记录。
对元数据部署设置审批门控，为生产组织变更增加安全层。
通过自动化安排每周管道报告，让销售管理层无需主动索取即可获得 CRM 摘要。
通过代理分配权限集，无需为例行用户配置导航设置界面。
SOQL 查询支持关联遍历--在单次请求中索取跨多个对象的数据。

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

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BioRender - Connect BioRender scientific illustration with Salesforce CRM. Automate workflows, sync assets, and close deals faster w...
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Calendly - Connect Calendly and Salesforce to log bookings, update deals, and automate follow-ups. No code required.
ClickUp - Connect ClickSend and Evernote with Neotask to automate SMS logging, message tracking, and note organization without wri...
Close - Connect ClickUp and YouTube with Neotask to automate video content workflows, link tasks to videos, track production pro...
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Datadog - Connect CrowdStrike Falcon and Port with Neotask to surface threat detections, host risk scores, and indicator alerts di...
Docusign - Automate document generation and e-signature workflows directly from Salesforce records.
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GitHub - Connect Salesforce and GitHub to sync CRM data with code repositories.
GitLab - Connect GitLab and Salesforce to automate devops CRM workflows, sync pipelines with deployment tracking, and close the g...
Gmail - Sync contacts, log emails automatically, and close deals faster by linking Salesforce CRM with Gmail.
Google Ads - Connect Klaviyo and Webflow with Neotask to sync form subscribers, trigger email automation from CMS events, and unify y...
Google Calendar - Push Freshdesk ticket updates to the right Slack channels so your team reacts faster to customer issues.
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Google Drive - Connect Salesforce and Google Drive to auto-create deal folders and sync documents to CRM records.
Google Forms - Connect Salesforce and Google Forms to sync form responses to CRM.
Google Sheets - Sync Salesforce records to Google Sheets automatically and build live reports without SOQL or manual data pulls.
Grain - Connect Grain and Salesforce with Neotask to automatically sync sales call recordings, meeting summaries, and conversati...
Hotjar - Sync HubSpot CRM data with Confluence documentation. Neotask automates client docs, deal briefs, and team knowledge shar...
HubSpot - Sync contacts, deals, and pipelines between Salesforce and HubSpot automatically.
Intercom - Connect Intercom and Salesforce with Neotask to sync customer conversations, automate lead updates, and keep your CRM da...
Jira - Bridge your Salesforce CRM and Jira project boards so sales deals and engineering tickets stay in sync.
Label Studio - Connect Label Studio and Salesforce to power AI training with CRM data. Automate ml annotation crm data workflows and ac...
LaunchDarkly - Connect LaunchDarkly and Salesforce with Neotask to align feature rollouts with your sales pipeline, sync flag targeting...
Linear - Connect Salesforce and Linear to bridge CRM and issue tracking for product teams.
Mailchimp - Connect Salesforce and Mailchimp to sync CRM contacts with email marketing audiences.
Microsoft Teams - Connect Salesforce and Microsoft Teams for real-time CRM notifications in your team channels.
Monday.com - Connect Monday.com and Salesforce with Neotask to sync tasks, boards, leads, and opportunities automatically. Keep your ...
Mux - Sync Mux video analytics with Salesforce CRM. Track viewer engagement, enrich leads with streaming metrics, and automate...
NetSuite - Connect NetSuite and Salesforce with Neotask AI. Sync orders, invoices, and CRM data automatically - no manual exports o...
Notion - Connect Notion and Salesforce with Neotask. Sync sales records, automate documentation, and keep your knowledge base ali...
OneDrive - Connect OneDrive and Salesforce with Neotask to sync sales documents, attach files to CRM records, and automate your sal...
PagerDuty - Connect Salesforce and PagerDuty to track customer incidents in CRM.
PayPal - Sync PayPal transactions to Salesforce automatically. Automate payment data, update CRM records, and streamline your pay...
Philips Hue - Connect Philips Hue smart lighting with Salesforce CRM using Neotask. Automate deal alerts, status signals, and team not...
Pinecone - Connect Pinecone vector search with Salesforce CRM using Neotask. Build AI retrieval pipelines, query records, and autom...
Pipedrive - Connect Pipedrive and Salesforce with Neotask to sync deals, contacts, and sales data across both CRMs automatically. No...
PostgreSQL - Connect PostgreSQL and Salesforce with Neotask. Sync CRM records to your data warehouse, automate database updates, and ...
PostHog - Connect PostHog product analytics with Salesforce CRM using Neotask. Sync user behavior, events, and insights directly i...
QuickBooks - Connect Salesforce and QuickBooks to sync CRM and accounting data automatically.
Segment - Connect Segment and Salesforce to sync customer data, enrich CRM records, and automate sales workflows. Powered by Neota...
SendGrid - Connect Salesforce and SendGrid to automate emails and sync delivery data to CRM.
Session Logs - Connect Salesforce with Session Logs to automate session management, track customer activity, and keep CRM records accur...
Shopify - Connect Salesforce and Shopify to sync CRM and ecommerce data automatically.
Slack - Connect Salesforce and Slack to send instant deal alerts, lead notifications, and pipeline updates to your team.
Snowflake - Connect Snowflake and Salesforce with Neotask AI. Sync CRM data to your data warehouse, automate reporting, and unlock r...
SonarQube - Connect Salesforce and SonarQube with Neotask to automate code quality gates, link issues to CRM records, and streamline...
Square - Connect Square and Salesforce with Neotask AI. Sync POS customers to CRM, track retail revenue, and bridge in-store and ...
Stripe - Connect Salesforce and Stripe to sync deals, payments, and subscriptions automatically. No code required.
Telegram - Connect Salesforce and Telegram with Neotask. Automate CRM notifications, deal updates, and sales alerts directly to Tel...
Terminal Multiplexer - Connect Salesforce and Tmux with Neotask to automate CRM workflows, run terminal sessions, and manage pipelines without ...
Trello - Connect Trello and Salesforce to bridge CRM records with visual project boards automatically.
Twilio - Connect Salesforce and Twilio with Neotask to automate SMS alerts, call logging, and lead follow-ups - no code required.
Vercel - Connect Salesforce and Vercel with Neotask to automate deployments, sync CRM data, and streamline your sales-to-shipping...
Webflow - Connect Salesforce and Webflow to capture form leads and sync CRM data with your website.
WordPress - Connect Salesforce and WordPress with Neotask. Sync leads, automate content publishing, and keep your CRM and website in...
Xero - Connect Xero and Salesforce to sync invoices, contacts, and revenue data automatically. Save hours of manual work with t...
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Zoom - Connect Salesforce and Zoom to log calls, update deal stages, and automate follow-ups automatically.