"Huh, haven't I registered this lead in Notion yet?" "I've entered the client's information twice again..."
Such "small hassles" can accumulate, and before you know it, you have a massive workload... It's not uncommon, right? Input errors, omissions, and wasted time. Are you putting off dealing with them? In fact, by integrating Salesforce with Notion, you can automate all these manual tasks. For example, you can automatically add lead information and client data registered in Salesforce to Notion, or use ToDo objects for task management. Anyone can start right away without any coding.
In this article, we will introduce in detail what you can do by integrating Salesforce with Notion and the specific setup methods. Why not aim to reduce manual work and improve operational efficiency?
For those who want to try it quickly
By using Yoom, you can easily integrate Salesforce and Notion without any code.
Yoom provides templates for integrating Salesforce and Notion in advance, so you can achieve integration immediately just by registering, even without API knowledge.
Add lead information registered in Salesforce to Notion.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
What You Can Do by Integrating Salesforce and Notion
By integrating the APIs of Salesforce and Notion, you can automatically sync Salesforce data with Notion! For example, you can automate data synchronization like the examples below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Salesforce and Notion. Registration takes just 30 seconds, so feel free to give it a try!
Add Lead Information Registered in Salesforce to Notion
Since lead registration is automated, manual entry is no longer necessary. This is a recommended flow for those who want to manage leads centrally, as it allows for quick lead registration.
Add lead information registered in Salesforce to Notion.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Add Accounts Registered in Salesforce to Notion Database
This can eliminate the hassle of double entry, improving the efficiency of account registration. It is a recommended flow for those who want to prevent registration errors and ensure accurate entries.
Add accounts registered in Salesforce to a Notion database
Let's Create a Flow to Integrate Salesforce and Notion
Let's get started by creating a flow that integrates Salesforce and Notion! This time, we'll use Yoom to proceed with the integration of Salesforce and Notion without any coding. If you don't have a Yoom account yet, please create one from the registration form.
[What is Yoom]
This time, we will create a flow bot to add lead information registered in Salesforce to Notion! The creation process is broadly divided into the following steps.
Register Salesforce and Notion as My Apps
Copy the template
Set up the Salesforce trigger that initiates the flow and the subsequent Notion action
Turn on the trigger button and start the flow bot
Add lead information registered in Salesforce to Notion.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Step 1: Register My Apps with Salesforce and Notion
First, register your My Apps to connect Salesforce and Notion to Yoom. Completing the My Apps registration in advance makes it easier to proceed with automation settings.
Let's proceed with the settings! Click on "My Apps" → "+ Add" on the left side of the Yoom screen.
How to Connect with Salesforce
A list of apps will be displayed, so look for Salesforce from there or use the search function. Once the following screen is displayed, log in to Salesforce.
How to Connect with Notion
Similarly, look for Notion from the list or use the search function. Once the following screen is displayed, click "Select Page".
Once the following screen is displayed, check the page you want to allow access to and click "Allow Access".
If Salesforce and Notion are displayed in your My Apps section, the registration is complete.
Step 2: Copy the Template
Now let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
Add lead information registered in Salesforce to Notion.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called My Project, so if you want to check it, please check from there. Read the following screen display and click "OK".
When the following screen is displayed, please check the "Title". You can also change the title to make it easier to use. First, to set up the flow bot to activate when a lead is registered in Salesforce, click "When a new record is registered in the lead object".
Step 3: Set the Salesforce trigger that will start the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
*Salesforce is an app for users of the Team Plan and Success Plan. If you use it with the Free Plan or Mini Plan, the flow bot operations and data connections will result in errors, so please be careful. The paid plans (Team Plan and Success Plan) offer a 2-week free trial. During the trial period, you can try Salesforce without any restrictions that are usually in place. Please take this opportunity to experience various features.
When the following screen is displayed, please select the "Trigger Activation Interval". Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The trigger activation interval varies depending on the plan, so please be careful.
Scroll down and set the "My Domain URL". Register lead information in Salesforce for testing purposes. Once the setup is complete, click "Test".
If the test is successful, "Test Successful" will be displayed, and "Output" will be shown below it. Output will display the values retrieved from Salesforce. Although not shown in the image below, it will be displayed next to the item name. The output will be used in the subsequent settings, so please check for any errors. Once confirmed, click "Save".
Step 4: Set to Add Records to Notion
Next, to set up adding records, click "Add Record".
The following screen will be displayed, so please check the settings.
Move to the Notion screen and prepare a database to add Salesforce leads. The following is an example, so please set it as you like.
Return to the Yoom screen and select the "Database ID" from the candidates. The candidates will be displayed when you click inside the frame. If there are no issues, click "Next".
The "Values of the Record to be Added" will display the item names set in Notion. Enter the values that match the items from the Salesforce output. The output will be displayed when you click the arrow in the red frame. Please set the other items in the same way. Once the setup is complete, click "Test", and if the test is successful, "Test Successful" will be displayed, so click "Save". When you move to the Notion screen, the Salesforce lead information should be added!
Step 5: Turn on the Trigger Button and Start the Flow Bot
All item settings are now complete! The following screen will be displayed, so click "Turn on the trigger" to complete the automation settings. Check if the configured flow bot is operating correctly!
This was the flow to add lead information registered in Salesforce to Notion.
If You Want to Link Notion Data to Salesforce
Earlier, we introduced how to link data from Salesforce to Notion, but if you want to link data from Notion to Salesforce, please use the template below.
Add to Salesforce When Data is Added to Notion
This flow is recommended for those who manage customers or deals in Notion and want to reflect them in Salesforce. It frees you from the hassle of manually entering the same data multiple times.
When data is added to Notion, add it to Salesforce as well.
■Overview The 'Add to Salesforce when data is added to Notion' workflow reduces data entry work. It also reduces manual entry errors, ensuring accurate data management.
■Recommended for ・Those who manage ideas or tasks using Notion ・Teams that use Notion for centralized information management but want to reduce the effort of reflecting the same information in other tools ・Those who wish to avoid duplicate data entry and proceed with work quickly ・Companies that use Salesforce for customer and deal management ・Those who want to keep data in Salesforce up-to-date and respond quickly ・Those who want to ensure data consistency across multiple tools
■Notes ・Please connect both Notion and Salesforce with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be aware. ・Salesforce is an app available only on the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, operations and data connectivity of set flow bots will result in an error, so please be aware. ・Paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps subject to restrictions.
Add Information to Salesforce When Status is Updated in Notion
When the status in Notion is updated to any desired value such as "Completed" or "Done," data can be automatically added to Salesforce. This flow is recommended for those who want to prevent missing data additions, as it allows for automatic data addition triggered by status updates.
When the status is updated in Notion, add information to Salesforce.
■ Overview The workflow 'Add information to Salesforce when status is updated in Notion' enables the reduction of data registration tasks. Since information from Notion can be automatically reflected in Salesforce, it helps prevent missing additions.
■ Recommended for - Individuals using Notion to manage tasks and projects - Individuals managing customer and sales activity information using Salesforce - Individuals who want to quickly reflect Notion information in Salesforce - Individuals who want to implement a mechanism where data is automatically updated to save effort - Teams using Notion and wanting to smoothly add information to Salesforce - Companies or teams where tasks and status changes occur frequently
■ Note - Please connect each of Notion and Salesforce with Yoom. - Triggers can be selected at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - Please note that the shortest trigger interval varies depending on the plan. - Salesforce is available only for team plans or success plans. In the case of free plans or mini plans, the operations or data connections of configured flow bots will result in errors, so please be cautious. - Paid plans like team plans or success plans can be tried out free of charge for two weeks. During the free trial, you can use apps that are normally restricted.
Other Automation Examples Using Salesforce and Notion APIs
By leveraging the APIs of Salesforce and Notion, various automations can be achieved.
Automation Examples Using Salesforce
You can add or notify database with Salesforce's opportunity information and lead registration. When a response is submitted to the form, you can perform a duplicate check and add an account to Salesforce.
When an account is registered in Salesforce, create a folder for each account in OneDrive.
■Overview This is a flow to perform a duplicate check and add the account to Salesforce when a Google form is submitted. It can streamline the management of data submitted from Google forms.
■Recommended for ・Sales representatives collecting customer information through Google forms. ・Those manually managing data submitted from Google forms. ・Team leaders using Salesforce for customer management. ・Those looking to streamline data entry into Salesforce and improve team productivity. ・Marketing professionals struggling with duplicate data management. ・Those wanting to automate duplicate checks to maintain accurate customer data and enhance marketing effectiveness. ・Executives interested in automation and seeking efficiency. ・Those wanting to automate repetitive data management tasks to focus resources on other important operations.
■Notes ・Please connect both Google Forms and Salesforce with Yoom. ・Refer to the link below for how to retrieve contents when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・Branching is a feature (operation) available in the Mini Plan or higher plans. Operations set in Flowbot will result in an error for the Free Plan, so please be careful. ・Paid plans like the Mini Plan offer a two-week free trial. Restricted apps and features (operations) can be used during the free trial. ・Salesforce is available only in Team Plan and Success Plan. Operations or data connect in Flowbot set for Free or Mini Plan result in an error, so please be careful. ・Paid plans like the Team or Success Plan offer a two-week free trial. Restricted apps can be used during the free trial. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval differs depending on the plan.
■Overview In this flow, when a new lead is registered in Salesforce, ChatGPT can automatically analyze the content and classify it into the appropriate category. Additionally, by automatically reflecting the results in Salesforce, the sales team's follow-up can be streamlined. This reduces the effort of manual data organization and enables more effective sales activities. With Yoom, you can easily connect applications without programming.
■Recommended for ・Sales representatives managing leads using Salesforce ・Business users who want to automate lead analysis and classification using ChatGPT ・Team leaders seeking to improve efficiency due to time-consuming lead classification tasks ・Companies looking to optimize business workflows by connecting multiple apps using Yoom ・Executives aiming to improve team productivity through sales process automation
■Notes ・Salesforce and ChatGPT need to be connected to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on tokens during API communication. Therefore, if payment cannot be made when using the API, an error will occur, so please be careful.
■Overview The flow 'Automatically send Gmail to lead when a new lead is created in Salesforce' is a business workflow that enhances the efficiency of the sales process and enables quick communication. The moment a new lead is registered in Salesforce, a greeting email is automatically sent to the lead via Gmail. This integration frees the sales team from the manual task of sending emails, allowing them to focus on important follow-ups.
■Recommended for ・Sales representatives who manage leads using Salesforce ・Sales team leaders aiming to automate initial contact with leads for quick response ・Executives or managers looking to streamline the sales process and reduce manual tasks ・Those already using Salesforce and Gmail who want to integrate them to automate operations ・Marketing personnel aiming to improve customer satisfaction through faster customer response
■Notes ・Please integrate both Salesforce and Gmail with Yoom. ・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview This is a flow to create a quotation in Microsoft Excel using Notion database information and send an email with Outlook. By using a trigger with a Chrome extension, you can directly trigger from Notion.
■Recommended for 1. Companies utilizing Notion for business ・Those managing customer information in a database ・Those managing detailed contents of quotations
2. Companies utilizing Microsoft Excel for business ・Those using templates for creating forms in business
3. Companies utilizing Outlook as the main communication tool ・Those using it as a means of communication with client companies
■Notes ・Please integrate Notion, Microsoft Excel, and Outlook with Yoom. ・For instructions on setting up triggers using the Chrome extension, please refer to the following. https://intercom.help/yoom/ja/articles/8831921 ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
This flow adds the post content to Notion when a message is sent on Slack.
■ Notes - Please link Slack, Notion, and Yoom respectively. - AI operations are a feature available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations of the flow bot that you are setting will result in an error, so please be careful. - Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview This is a flow that notifies Teams when information is added to any Notion database.
■Notes ・Please link Yoom with both Notion and Microsoft Teams. ・Branching is a feature (operation) available on the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
How was it? By integrating Salesforce and Notion, you can potentially solve issues like "the hassle of data entry every time," "wanting to eliminate registration errors," and "wanting to manage information centrally." Automating tasks such as lead information, account data, and ToDo registrations can significantly improve the accuracy and speed of your operations.
With the no-code tool Yoom, you can integrate Salesforce and Notion without the need for programming! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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