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Notion
Salesforce

Connect Notion and Salesforce integrations

Explore ready-made Notion and Salesforce templates and start automating in minutes.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Notion
Trigger: Watch Data Source Items
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Append a Data Source Item Content
Appends a new data source item content.
Action
Append a Page Content
Appends a new page content.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Data Source
Adds a new data source to database or page.
Action
Create a Data Source Item
Creates a new item in a data source.
Action
Create a Database
Creates a new database with default data source.
Action
Create a Database (Legacy)
Creates a new database as a subpage in a specified page.
Action
Create a Database Item (Legacy)
Creates a new item in a database.
Action
Create a Page
Creates a new page in a specified page.
Action
Load more

How to set up Notion and Salesforce in 5 easy steps

Date

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Duration

Step 1

Access your Notion integrations

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

Date

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Duration

Step 2

Provide integration details

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

Date

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Duration

Step 3

Obtain your unique token

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

Date

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Duration

Step 4

Connect Notion with Make

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

Date

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Duration

Step 5

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.

Date

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Duration

Centralized data management

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

Date

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Duration

Automated workflow efficiency

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

Date

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Duration

Better collaboration

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

Date

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Duration

Improved customer insights

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

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Notion and Salesforce with Make simplifies the flow of information between these platforms, ensuring data consistency and saving time. Users can automatically create tasks in Notion based on Salesforce records or update Salesforce contacts based on updates in Notion, improving productivity and reducing manual errors.

Make prioritizes data security and employs encryption protocols to protect data as it moves between Notion and Salesforce. This ensures that sensitive information remains secure and that user privacy is safeguarded during the integration process.

Yes, Make offers a flexible and visual interface that allows users to customize their workflows according to specific business needs. Users can define triggers, actions, and conditions for the integration between Notion and Salesforce, ensuring that the automation aligns with their unique requirements.

Make provides a no-code platform with powerful customization capabilities, making it accessible to users without technical expertise. Its visual builder allows you to craft complex workflows that can dynamically integrate Notion and Salesforce data, provide insights, and streamline processes without needing to write a single line of code.