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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.

Connect Salesforce to Notion — start free See reverse direction
Trigger app
Salesforce as the trigger

Workflows fire when something happens in Salesforce.

  • Salesforce has no triggers yet. Use the catalog's universal Webhook trigger as the upstream.
Action app
Notion as the action

Workflows do something in Notion, instantly.

See all 12 actions →
Connect Salesforce to Notion — start free
Both directions

Pick the way that fits your stack.

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

Salesforce → Notion

When something happens in Salesforce, do it in Notion.

0 Salesforce triggers wired to 12 Notion actions.

    Notion → Salesforce

    Or fire it the other way around.

    3 Notion triggers wired to 13 Salesforce actions downstream.

    See Notion → Salesforce →
    Popular pairings

    Common Salesforce → Notion workflows.

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

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    How it works

    Connect Salesforce and Notion in five steps.

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

    1. 1
      Connect
      Authorize Salesforce and Notion

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

    2. 2
      Trigger
      Pick a Salesforce trigger

      Drop the Salesforce → New event trigger onto the canvas. TinyCommand auto-registers the webhook.

      POST /v1/webhooks/salesforce.event
    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 Notion action

      Drop the Notion → Append Content action below it. Map fields from the Salesforce payload into the Notion inputs.

      notion.append-blocks
    5. 5
      Publish
      Publish and forget

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

    FAQ

    Questions about Salesforce + Notion.

    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.
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    Connect Salesforce to Notion — start free