Salesforce

銷售

Neotask 將 Neotask 連接到 Salesforce，讓您的 CRM 自動運行--查詢記錄、部署元資料、管理組織並自動化整個銷售運營。

使用 SOQL 查詢任何 Salesforce 對象並管理整個組織的記錄
無需 Setup UI 即可部署和檢索配置更改的元資料
透過對話管理多個組織、分配權限並執行開發工作流程

你可以做什麼

透過 Neotask 的 Salesforce 提供跨組織管理、資料訪問和開發者工作流程的深度 CRM 自動化：

組織管理

列出所有連接的組織並在它們之間切換
取得使用者名稱並驗證組織連接
無需進入 Setup 即可為使用者分配權限集

資料操作

透過自然語言使用 SOQL 查詢任何標準或自訂對象
跨帳戶、聯絡人、機會和任何自訂對象建立、更新和管理記錄
提取報告和儀表板以獲得銷售績效可視性

開發者工作流程

從組織檢索元資料以進行審查或備份
部署元資料更改，包括自訂對象、欄位、流程和 Apex 類
管理從沙盒到生產的開發生命週期

每個操作都可以自主執行或需要你的批准--由你決定。

試試這樣問

"顯示本月到期且價值超過 100 萬元的所有機會"
"上週我們按來源獲得了多少新潛在客戶？"
"將更新的帳戶頁面佈局部署到生產"
"為三位新員工分配銷售經理權限集"
"查詢 Acme Corp 的所有聯絡人並顯示他們的最後活動日期"
"檢索我們潛在客戶評分流程的元資料"
"哪些組織已連接，哪個設定為默認？"
"在機會對象上為交易信心分數建立新的自訂欄位"

進階技巧

在應用程式群組中將 Salesforce 與您的電子郵件工具結合，讓代理自動用電子郵件互動資料豐富 CRM 記錄。
對大型資料操作使用多代理團隊--一個代理查詢，另一個根據結果更新記錄。
元資料部署的審批關卡為生產組織更改增加了安全層。
透過自動化安排每週管道報告，讓銷售領導層無需請求即可獲得 CRM 摘要。
透過代理分配權限集無需進入 Setup 進行常規使用者佈建。
SOQL 查詢支援關係遍歷--在一個請求中請求跨多個對象的資料。

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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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...
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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.
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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...
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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.
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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.
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Webflow - Connect Salesforce and Webflow to capture form leads and sync CRM data with your website.
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