Connect Notion and Salesforce integrations
Connect Notion and Salesforce with Make to automate project updates and drive real-time data synchronization. Improve team collaboration and productivity without coding hassle, ensuring critical information flows seamlessly between your tools.
Triggers when a database item is created or updated.
Triggers when a database or page is created and updated.
Triggers when a specified event is created.
Triggers when a page content is created.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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Build your Notion and Salesforce integrations.
Integrate Notion and Salesforce with Make, allowing Notion to function as a trigger for automatic updates in Salesforce. By linking Notion's workspace capabilities to Salesforce's CRM, any project status changes in Notion can trigger real-time customer data updates in Salesforce. This workflow improves team coordination without the need for coding, ensuring critical information flows smoothly between these tools and optimizing productivity.
Appends a new database item content.
Appends a new page content.
Completes or aborts a job.
Creates a new database as a subpage in a specified page.
Creates a new item in a database.
Creates a new bulk data job.
Creates a new page in a specified page.
Creates a new record in an object.
Sets a page content/block, as archived.
Popular Notion and Salesforce workflows.
How to setup Notion and Salesforce in 5 easy steps
Access your Notion integrations
Go to the integrations section in your Notion account to start creating a connection.
Provide integration details
Enter the needed information like name and workspace when setting up your Notion integration.
Obtain your unique token
Securely copy the integration token from Notion, which you will use for connecting.
Connect Notion with Make
Enter the Make platform, select Notion, and use your token to establish the link.
Add Salesforce to your workflow
In Make, include a Salesforce module to initiate its connection with your automation setup.
Maximize workflow efficiency by integrating Notion and Salesforce
Integrate Notion and Salesforce to synchronize data, automate workflows, and improve collaboration and decision-making with real-time alerts and access to customer insights.
Synchronize data between Notion and Salesforce to ensure all information is up-to-date and accessible across platforms.
Automate repetitive tasks between Notion and Salesforce to save time and reduce manual entry errors.
Integrate project updates from Salesforce into Notion to improve team collaboration and visibility.
Access customer relationship data from Salesforce within Notion to make informed decisions based on comprehensive client profiles.
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