[No Code Required!] HubSpot and Notion Integration Recommended for Customer Information and Project Management!

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How to Create a HubSpot and Notion Integration Flow

If you are interested in this workflow, please refer to the steps and try creating it.
With the no-code tool Yoom, anyone can proceed with integration and automation settings without specialized knowledge such as programming.
If you haven't registered with Yoom yet, please issue an account from here!

※ This is the procedure to create a workflow using a template after performing the initial integration.
If you have already completed the integration, please proceed to Step 2.

Step 1: Integrate HubSpot and Notion with My Apps

1. After logging into Yoom, select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select HubSpot and Notion and integrate the apps.
※ For HubSpot My App registration, please see here.

Next, copy the template to My Projects and create a Flow Bot.
Please copy the Flow Bot template from below.

1. Hover over the banner and click "Try it"
2. Click "Try this template" on the page you moved to
3. Register for Yoom
* If you have already completed registration, the login screen will be displayed, so please log in.

Step 2: Set a trigger to activate when a contact is created or updated in HubSpot

3. Open the copied template. (Change the title if necessary.)
* The template will be saved in "My Projects".
If it does not open automatically, select the relevant template from My Projects and click "Edit" in the upper right corner of the screen.

4. Click "App Trigger When a contact is created or updated" from Flowbot.

5. Set "Select Integration Account and Action".
Change the title of the app trigger if necessary, then click "Next".

6. Set the API connection settings for the app trigger.
The trigger activation timing can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

* Depending on your plan, the shortest interval for setting triggers may vary, so please check that point. It is recommended to use the shortest activation interval for that plan.

7. Conduct a test, confirm success, and click "Save".

Step 3: Set an action to add a record to the Notion database

8. Click "Operate Database Add Record" from Flowbot.

9. Set "Select Integration Account and Action".
・Title: Change if necessary.
・Database ID: Enter the URL of the Notion database where the information will be saved.

10. Click "Next".

11. Configure the detailed settings of the database.
Enter each item in "Values of the record to be added" with reference to the notes at the bottom of the field.
* Information can be referenced from the output obtained in Step 2-Procedure 7.

12. Conduct a test, confirm success, and click "Save".
* If the information in Notion is not reflected in the test, open the relevant page in Notion and configure the connection settings from the menu on the right side of the screen.

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of automatically saving information to the Notion database when a contact is updated in HubSpot.

Other Automation Examples with HubSpot and Notion

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of HubSpot and Notion. All of them can be used with simple settings, so if you find something that interests you, please give it a try!

Automation Example Using HubSpot

Register information in kintone and notify via Google Chat when a new contact is added to HubSpot
Since the flow includes notification via chat, it helps prevent overlooking information.
If you manage your database with kintone instead of Notion and share information internally and externally via Google Chat, you can use this template as is. By adjusting the database management and communication tools to those implemented by your company, you can tailor the usage to fit your company's situation.

Send an email with Gmail when a new contact is registered in HubSpot

In addition to transferring HubSpot data to Notion, you can also send emails with Gmail.
Being quickly informed of new contacts leads to prompt responses.

Automatically create a Zoom meeting and send details via email when a new contact is created in HubSpot

This is an example of integration between HubSpot and Zoom.
Since everything from meeting creation to email notification is done automatically, it will help reduce the burden of meeting preparation.

Automation Example Using Notion

Retrieve Notion Information in Bulk Every Month and Record it in Google Docs

Once set up, the data is automatically transferred to Google Docs every month, making it useful as a backup for Notion.

Create a folder in Microsoft SharePoint based on Notion information

‍Not only can you add data to Notion, but you can also sync Notion data with other tools.
Depending on which tool you use as the main platform, using different flows can be even more convenient.

When the specified schedule is reached, retrieve the billing list from the board, create a new page in Notion, request the person in charge to respond, and send an email.

This flow bot is triggered by reaching the specified schedule. After creating a new page in Notion and reflecting the billing list from the board, it is set to request the person in charge to respond and send an email, allowing you to automate routine billing tasks. It will be very useful in departments that manage tasks and bookkeeping in Notion.

Benefits and Automation Examples of Integrating HubSpot with Notion

Benefit 1: Centralized Management of Customer Information

By automatically synchronizing customer information registered in HubSpot with a Notion database, it becomes easier to manage information centrally.
For example, when a new customer is registered in HubSpot, you can automatically add that information to the customer database managed in Notion.
This eliminates the need for manual data entry, ensuring that the latest and most accurate information is always shared. With sales, marketing, and customer support teams accessing the same information, there is no worry about inconsistencies in customer interactions.

Benefit 2: Efficient Project Management

The information that can be shared is not limited to customer-related data.
By reflecting and sharing information about sales activities and campaigns managed in HubSpot with Notion, project progress can be smoother.
For example, you can set up automatic reflection of campaign progress registered in HubSpot to the project management page in Notion. This allows the entire project team to understand the latest progress, preventing project delays and helping to quickly address necessary actions such as reprioritizing tasks.
Additionally, by utilizing Notion's task management features based on this shared information, it becomes easier to grasp the progress of tasks each member is responsible for, potentially leading to more efficient task allocation.

Benefit 3: Conduct Personalized Sales Activities Based on the Latest Information

Information can be synchronized not only from HubSpot to Notion but also from Notion to HubSpot.
When data related to customers or projects is updated in Notion, it can be automatically reflected in HubSpot, allowing marketing and sales activities to be conducted based on the updated information.
For example, you can set it up so that when a customer's inquiry details are updated in Notion's database, that information is automatically updated in HubSpot's customer data. This enables quick responses based on the latest customer information, leading to personalized service offerings for each customer.

Conclusion

Integrating HubSpot with Notion makes it easier to centralize customer information management and project management, potentially improving productivity.
There are various ways to utilize automatic synchronization between tools, such as efficient project management and customer interactions, and sales activities based on that synchronization. With Yoom, it can be easily implemented, so give it a try!