Are you looking to simplify your contact management process effortlessly? Look no further! With just a single click, this automation seamlessly transfers all your Salesforce contacts to a Notion database, eliminating the hassle of manual data entry.

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Bid farewell to the time-consuming and error-prone task of copying and pasting contacts. This automation effortlessly synchronizes your valuable contact information, ensuring accuracy and consistency across platforms. Whether you're a sales professional, entrepreneur, or project manager, this automation simplifies your workflow and saves you valuable time.

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No more juggling between multiple platforms or losing critical contact details. By seamlessly integrating Salesforce and Notion, this automation empowers you to maintain a centralized database with ease. 

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Let’s set it up!

Step 1: Create a Notion database.

The first step is to create a Notion database with all the Salesforce contact information that you want to save.

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Bardeen will extract all your contacts from Salesforce and get information like name, department, title, email, phone number, address information, salutation, Salesforce link, birthdate and more. It will then save all this information to your Notion database, once your setup is complete.

Step 2: Install the extension and run the playbook

You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesforce and Notion.

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Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.

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Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. 

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You will be asked to specify a Notion database for the information. After you choose your database, you will get a prompt to map the information to the fields in Notion.

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The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

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Click on “Save Input” and checkmark Notion. You can edit Inputs later by hovering over the playbook. 

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Step 3: Start saving!

When you want to extract all your contacts from Salesforce and save them to Notion, activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and run this playbook. It will get all the contacts and their information, and save it to your Notion database.

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This automation is fantastic if you want to streamline the process of transferring contacts from Salesforce to Notion, it is a valuable tool for sales teams. Sales representatives can quickly access up-to-date contact information in Notion, enabling them to track leads, manage customer relationships, and close deals more efficiently. With accurate and synchronized data, sales teams can focus on building meaningful connections and driving revenue growth.

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Marketers can also leverage the automation to effortlessly synchronize Salesforce contacts with Notion. This automation ensures that marketing campaigns reach the right audience with accurate contact information. By centralizing contacts in Notion, marketers can segment their audience, personalize communication, and track campaign effectiveness. The seamless integration enables marketing teams to optimize their efforts, improve targeting, and enhance campaign performance.

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In addition, this automation simplifies contact management for business owners and professionals. It allows them to maintain a comprehensive and up-to-date database of contacts across both Salesforce and Notion. Whether it's managing suppliers, partners, or clients, this automation reduces manual effort, eliminates data inconsistencies, and enables better communication. By having all contacts in one centralized location, businesses can streamline operations, foster stronger relationships, and ensure smooth collaboration.

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You can also edit the playbook and add your next action to further customize the automation.

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Find more Salesforce integrations and Notion integrations.

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You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow..