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.
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.
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Triggers when a new item is created in a database.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates an item in a database.
Updates a database item.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
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.
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.
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.
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