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.

Trigger
Select a trigger...
Notion

Triggers when a database item is created or updated.

Notion

Triggers when a database or page is created and updated.

Notion

Triggers when a page content is created.

Notion
Salesforce
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Action
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Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

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.

Notion
Append a Database Item Content

Appends a new database item content.

Action
Notion
Append a Page Content

Appends a new page content.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Notion
Create a Database

Creates a new database as a subpage in a specified page.

Action
Notion
Create a Database Item

Creates a new item in a database.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Notion
Create a Page

Creates a new page in a specified page.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Notion
Delete a Page Content

Sets a page content/block, as archived.

Action

Popular Notion and Salesforce workflows.

How to setup Notion and Salesforce in 5 easy steps

  • 1

    Access your Notion integrations

    Go to the integrations section in your Notion account to start creating a connection.

  • 2

    Provide integration details

    Enter the needed information like name and workspace when setting up your Notion integration.

  • 3

    Obtain your unique token

    Securely copy the integration token from Notion, which you will use for connecting.

  • 4

    Connect Notion with Make

    Enter the Make platform, select Notion, and use your token to establish the link.

  • 5

    Add Salesforce to your workflow

    In Make, include a Salesforce module to initiate its connection with your automation setup.

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    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.

    Centralized data management

    Synchronize data between Notion and Salesforce to ensure all information is up-to-date and accessible across platforms.

    Automated workflow efficiency

    Automate repetitive tasks between Notion and Salesforce to save time and reduce manual entry errors.

    Better collaboration

    Integrate project updates from Salesforce into Notion to improve team collaboration and visibility.

    Improved customer insights

    Access customer relationship data from Salesforce within Notion to make informed decisions based on comprehensive client profiles.

    FAQ

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    How it works

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