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Notion + Salesforce

Update Salesforce records to create new items in Notion database

Let this workflow streamline your data management process between Salesforce and Notion. When an update is made to a field on a record in Salesforce, this change prompts the creation of a new item in your Notion database. This seamless data flow helps ensure the records in your Notion database reflect the latest changes made in Salesforce, enhancing consistency across platforms.

Let this workflow streamline your data management process between Salesforce and Notion. When an update is made to a field on a record in Salesforce, this change prompts the creation of a new item in your Notion database. This seamless data flow helps ensure the records in your Notion database reflect the latest changes made in Salesforce, enhancing consistency across platforms.

  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 Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.

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