How to integrate HubSpot and Notion to automatically save information in a Notion database when a contact is created or updated in HubSpot

Benefits and Automation Examples of Integrating HubSpot with Notion

This time, for those who are currently using or considering using HubSpot as a CRM (Customer Relationship Management) system, we will discuss the benefits of integrating HubSpot with Notion, and examples of workflow automation made possible by this integration.
We will focus on the database functionality of Notion. Even if you are only using it for notes, integrating it with HubSpot as a database can make your operations more efficient, so please take this as a reference.

First, we will introduce three examples of automation where the benefits of integration are demonstrated.

Benefit 1: Centralized Management of Customer Information

By automatically synchronizing customer information registered in HubSpot with Notion's database, centralized management of information becomes possible.
For example, you can automatically add new customer information registered in HubSpot 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. Sales, marketing, and customer support personnel can access the same information, eliminating concerns about inconsistent customer responses.

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 becomes smoother.
For example, you can set up automatic reflection of campaign progress registered in HubSpot on Notion's project management page. By ensuring that all project team members are aware of the latest progress, delays can be prevented, and necessary actions such as reprioritizing tasks can be taken swiftly.
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, allowing for more efficient task delegation.

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

Synchronization of information is possible 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, enabling marketing and sales activities based on the updated information.
For example, you can set up automatic updates of customer inquiry details in Notion's database to HubSpot's customer data. This allows for quick responses based on the latest customer information, leading to personalized service offerings for each customer.

How to Create an Integration Flow between HubSpot and Notion

Now, as an example of integration and automation related to HubSpot and Notion, we will introduce a procedure for creating a workflow.
This is a flow where when a contact is created or updated in HubSpot, the information is automatically saved in Notion's database.

By using this flow, there is no need to manually enter information into Notion's database after registering customer information in HubSpot. Since the information is automatically saved in Notion's database, it prevents omissions, errors due to manual entry, and allows for more efficient operations.

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

And with the following template, creating flows becomes even easier. If you are new to using Yoom, not familiar with creating flows, or want to finish creating flows in a short time, please click "Try this template" from the link and copy the template.

*This is the procedure for creating a workflow using a template after the initial integration. If the integration is already complete, 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 information on registering HubSpot with My Apps, please see here.

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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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 the Flow Bot.

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

6. Set up the API connection for the app trigger.
　Set an appropriate trigger activation interval according to your business needs.

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

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

8. Click "Operate Database Add Record" from the Flow Bot.

9. Set up "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.
　※ You can refer to the information 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 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 a Notion database when a contact is updated in HubSpot.

Advanced Integration Flow of HubSpot and Notion

Here, as an application of the business flow for which detailed steps were previously provided, we introduce a template that automates the process of synchronizing HubSpot information with other tools and then notifying via chat.

This is a template for a flow that registers information in kintone and notifies Google Chat when a new contact is registered in HubSpot.
Since the flow includes notifications in chat, it helps prevent information from being overlooked.
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 use it in a way that suits your company's situation.

There are many other automated workflows that can be achieved through the integration of HubSpot and Notion, including those introduced with their benefits. Advance the automation of your operations by integrating between the two tools or each tool with other tools.

Summary

The integration of HubSpot and Notion enables centralized management of customer information and project management, which can lead to increased productivity.
With automatic synchronization of information between tools, and efficient project management, customer service, and sales activities based on that synchronization, we recommend integrating the two tools!