Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Notion with Salesforce - no code necessary. See how you can get setup in minutes.
100%
Help
Notion
Notion
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Notion
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Comment" from Notion.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Notion and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Notion and Salesforce with AI agents and code
Beyond Zap workflows. Call Notion and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Notion and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Block to Page
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Notion and Salesforce
Track leads in Notion from Salesforce.
When a new lead is added in Salesforce, Zapier creates a new page in Notion with all lead details. This enables business owners to centralize lead tracking alongside other business information in Notion, ensuring no potential opportunity is overlooked.
Whenever a new case is created in Salesforce, Zapier logs it as a page in a designated Notion database. The integration simplifies case monitoring for IT teams, providing a central hub for case-related updates while eliminating duplicate data entry tasks.
When an opportunity is created or updated in Salesforce, Zapier creates or updates a corresponding item in a Notion database. This helps sales operations teams maintain accurate records of sales activity without manual data entry, ensuring the team stays aligned and workflows run smoothly.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Notion to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Notion + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Notion and Salesforce
What are the prerequisites for integrating Notion with Salesforce?
Before you can integrate Notion with Salesforce using our platform, you'll need active accounts for both Notion and Salesforce. Additionally, ensure that you have the necessary permissions to access and modify data in both applications. It's also crucial to define specific triggers and actions that will guide the integration process.
Can I customize triggers and actions for the Notion and Salesforce integration?
Yes, you can customize triggers and actions when integrating Notion with Salesforce. For instance, you can set a trigger like 'New Page Added in Notion' that results in an action such as 'Create Record in Salesforce.' This allows for tailored automation that fits your workflow needs.
How do I handle authentication between Notion and Salesforce during integration?
Authentication is handled securely through our platform. You will be guided to connect your accounts by signing into both Notion and Salesforce, after which you can authorize our service to manage data flows based on your defined triggers and actions.
What are some common use cases for the Notion-Salesforce integration?
Common use cases include creating a new record in Salesforce whenever a new page is added to a specific database in Notion or updating an existing record based on changes made in a particular Notion page. These automations help streamline data management and eliminate manual entry.
Is there a limit to how many workflows I can create between Notion and Salesforce?
There is no hard limit imposed by us on the number of workflows you can create between Notion and Salesforce. However, keep in mind that each workflow might have its own constraints based on API limits from either platform.
How are errors handled during an automated workflow involving Notion and Salesforce?
During automated workflows, if an error occurs due to issues like authentication problems or API limitations, our platform will log these errors. You will receive notifications so you can troubleshoot immediately. This ensures continuity without missing critical trigger-action sequences.
Do I need coding skills to set up integrations between Notion and Salesforce?
No coding skills are required to set up integrations between Notion and Salesforce using our service. The process involves simple steps where you choose from predefined triggers and actions that suit your business needs, allowing non-technical users to implement complex automation easily.
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.
