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Notion + Salesforce: CRM data in your team docs.

Mirror Salesforce accounts and opportunities into Notion for team-wide visibility, sync research notes back to Salesforce, or surface CRM data in Notion dashboards.

Trigger app
Notion as the trigger

Workflows fire when something happens in Notion.

Action app
Salesforce as the action

Workflows do something in Salesforce, instantly.

See all 13 actions →
Both directions

Pick the way that fits your stack.

Pair pages are mirrored. Each direction gets its own dedicated page.

NotionSalesforce

When something happens in Notion, do it in Salesforce.

3 Notion triggers wired to 13 Salesforce actions. Most-used pairing: New Database ItemConvert Lead.

SalesforceNotion

Or fire it the other way around.

0 Salesforce triggers wired to 12 Notion actions downstream.

  • Use any trigger in the catalog as the upstream.
See SalesforceNotion
Popular pairings

Common Notion → Salesforce workflows.

Pick a pairing to set it up in two minutes. Each one is a fully editable recipe.

Showing 9 of 39 combinations
When new database item in Notion, convert lead in Salesforce.

Fires when a new item is added to a Notion database. Common use: mirror submissions into another tracker, send notifications, or run AI enrichment on the new row.

When new database item in Notion, create account in Salesforce.

Fires when a new item is added to a Notion database. Common use: mirror submissions into another tracker, send notifications, or run AI enrichment on the new row.

When new database item in Notion, create contact in Salesforce.

Fires when a new item is added to a Notion database. Common use: mirror submissions into another tracker, send notifications, or run AI enrichment on the new row.

When new database item in Notion, create note in Salesforce.

Fires when a new item is added to a Notion database. Common use: mirror submissions into another tracker, send notifications, or run AI enrichment on the new row.

When new page in Notion, convert lead in Salesforce.

Fires when a new page is created in a Notion database (functionally the same event as Database Item Added; pick whichever name feels natural).

When new page in Notion, create account in Salesforce.

Fires when a new page is created in a Notion database (functionally the same event as Database Item Added; pick whichever name feels natural).

When new page in Notion, create contact in Salesforce.

Fires when a new page is created in a Notion database (functionally the same event as Database Item Added; pick whichever name feels natural).

When new page in Notion, create note in Salesforce.

Fires when a new page is created in a Notion database (functionally the same event as Database Item Added; pick whichever name feels natural).

When page updated in Notion, convert lead in Salesforce.

Fires when a page is updated in a Notion database. Combine with property filters to react only to specific transitions (e.g. Status to Done).

How it works

Connect Notion and Salesforce in five steps.

No code, no glue, no half-day setup. Each step is one click.

  1. 1
    Connect
    Authorize Notion and Salesforce

    Open Tiny Command, authorize Notion and Salesforce once each. Both connections are available to every workflow on your account.

  2. 2
    Trigger
    Pick a Notion trigger

    Drop the Notion → New Database Item trigger onto the canvas. Tiny Command auto-registers the webhook.

    POST /v1/webhooks/notion.trigger-database-item-added
  3. 3
    Transform
    Add a filter or AI step

    Optionally add a Filter node ("subject contains URGENT") or an AI step ("classify intent") between trigger and action.

  4. 4
    Action
    Add the Salesforce action

    Drop the Salesforce → Convert Lead action below it. Map fields from the Notion payload into the Salesforce inputs.

    salesforce.convert-lead
  5. 5
    Publish
    Publish and forget

    Hit Publish. Tiny Command runs it in production from second one. Watch the run-log fill up.

FAQ

Questions about Notion + Salesforce.

How do I mirror Salesforce accounts into Notion?
Scheduled: Salesforce Run Query (SOQL) for accounts → Notion Create or Update Page in an Accounts database with name, owner, industry, MRR. Use Salesforce Id as Notion property.
Can I push Notion research notes back to Salesforce?
Yes. Notion Page Updated in a "Research Notes" database → Salesforce Update Account with the notes URL in a custom field. Reps see research context inside SFDC.
How do I create Notion pages for new Salesforce opportunities?
Salesforce Opportunity Created → Notion Create Page in Deals database with name, stage, amount, close date. Cross-team can read deal context without SFDC license.
Can I avoid duplicate Notion pages on Salesforce updates?
Yes. Use Salesforce Id as Notion property. Before Create Page, query database; if found, Update Properties; otherwise Create.
How do I sync Salesforce custom fields to Notion properties?
Specify custom field API names (__c suffix) in the SOQL. Map each to a Notion property by name. Maintain the map at workflow design time.
Can I avoid Notion bloat from a busy SFDC?
Filter to relevant records only: open opportunities, accounts > $X ARR, or assigned to specific reps. Not every SFDC record needs a Notion mirror.
Related

Other apps that pair well with Notion.


Wire Notion to Salesforce in 2 minutes.

Free tier available. No credit card. No onboarding call.