Integrate Notion with Salesforce

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About Notion

Notion is a collaboration platform that allows teams to communicate, share and collaborate on the same page. It is built for teams of all sizes. Whether you’re a group of five, or a group of thousands, Notion is there to help you collaborate, communicate and share your ideas.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Notion + Salesforce quick connects for faster integration? Here’s our list of the best Notion + Salesforce quick connects.

Explore quick connects

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Connect Notion + Salesforce in easier way

It's easy to connect Notion + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Database Item

    Triggers when a new item is created in a database.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Database Item

    Creates an item in a database.

  • Update Database Item

    Updates a database item.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

How Notion & Salesforce Integrations Work

  1. Step 1: Choose Notion as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Notion to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Notion and Salesforce

Salesforce is a cloud computing application that is centered on CRM (customer relationship management. and therefore offers the ability to perform the functions of CRM in an integrated manner. It offers various applications including Sales, Support, Marketing, Service, Data Management, Analytics, etc. Notion is a combination of task management app and note-taking app. It is based on artificial intelligence, machine learning, etc.

Integration of Notion and Salesforce

Salesforce CRM enables the user to embed the Notion tasks into Salesforce workflow. This allows the user to assign Notion task to an individual or group with the use of Salesforce. The two products do not have any integration with each other but if one has Notion account, then one can integrate it with Salesforce so that the information from Notion is displayed in Salesforce. One may manage his or her tasks within Notion and can push them to Salesforce with the use of IFTTT(If This Then That. recipes. Each recipe is made by using triggers. These triggers are used to push certain data from Notion to Salesforce. These triggers include direct integration of your Notion tasks with Salesforce campaigns, Cases etc. It is possible to complete the tasks of Salesforce on time with the use of Notion. With the help of IFTTT recipes, one can push emails into Salesforce activity records.

Benefits of Integration of Notion and Salesforce

The benefits of integrating Notion and Salesforce are as fplows:

It helps in reducing the time taken for completion of tasks. Both products are integrated with each other so that the Notion tasks are assigned to the related individuals or groups. This saves their time for completing the tasks on time. It reduces the manual work that is associated with both Notion and Salesforce. Through integration of these two products, one does not have to log into multiple systems to view the current work. Thus the entire process of managing salesforce becomes easier. The sales leaders can easily track sales numbers through IFTTT recipes of Salesforce and Notion.

Notion and Salesforce are both important products for businesses. It is possible to integrate them due to IFTTT recipes. If one uses both Notion and Salesforce together then one can manage their work on time. They can easily track their work through both platforms together and thus realize their business goals quickly.

The process to integrate Notion and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm