If you use a CRM to manage your customers and projects, connecting it directly with Notion can make your daily workflow much easier. This means your client information, project details, and notes can be updated automatically in Notion without needing extra automation apps.
📌 Why This Matters
Keeping everything in one place saves time and reduces mistakes. When your CRM talks directly with Notion, you can:
- Automatically record new client info and updates
- Build organized project wikis, proposals, or knowledge bases
- Spend less time copying info between apps or using complicated automation tools
✨ What’s New
- Triggers: Automatically act when a new database entry or page is created or updated in Notion
- Actions: Create or update pages and database items, add content or comments, archive or restore entries, and find or retrieve specific data within Notion
🛠️ How to Use It
- Step 1: In your CRM’s workflow or automation area, look for Notion-related triggers and actions.
- Step 2: Connect your Notion account by following the prompts to authorize access.
- Step 3: Choose the database or pages you want to sync with, then set your desired triggers and actions.
- Step 4: Test your setup to make sure info flows automatically between your CRM and Notion.
💡 Pro Tip
Use this connection to capture customer inquiries or project updates instantly in Notion, freeing up your time to focus on growing your business.
