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"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?
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.
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!
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.
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.
This makes task management easier, reducing work time.
This flow is recommended for those who want to share task progress information within the team.
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.
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.
Now let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
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".
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".
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!
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.
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.
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 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.
By leveraging the APIs of Salesforce and Notion, various automations can be achieved.
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.
You can be notified of page creations and updates in Notion. It is also possible to add the content of chat tool messages to Notion.
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.
Why not work more easily and smartly with the automation of Salesforce and Notion?
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