Notion + Salesforce

Create new Notion pages from updated Salesforce records

Ensure your team stays informed with this workflow. When a field in a Salesforce record changes, a new page is instantly created within Notion. The automation not only simplifies team communication but also fosters accuracy by keeping your Notion workspace up-to-date with the latest Salesforce data. Accomplish real-time information sharing, improve collaboration, and streamline your record management process.

Ensure your team stays informed with this workflow. When a field in a Salesforce record changes, a new page is instantly created within Notion. The automation not only simplifies team communication but also fosters accuracy by keeping your Notion workspace up-to-date with the latest Salesforce data. Accomplish real-time information sharing, improve collaboration, and streamline your record management process.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    NotionNotion
    Create Page

    Creates a Page inside a parent page

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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Related categories

  • Task Management
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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