Frustrated with the data gap between Salesforce and Notion? We've got the solution. This automation is designed to effortlessly bridge that divide, ensuring your Salesforce opportunities are seamlessly copied to your Notion database.
No more manual data duplication, no more discrepancies. This automation takes care of the grunt work, so you can focus on what truly matters – growing your business.
Whether you're a sales whiz or a data aficionado, this automation is your ticket to a smoother workflow. Keep your records accurate and up-to-date without breaking a sweat.
Ideal for teams looking to optimize their processes, or individuals who crave an organized way to manage data. Make your work life easier with the power of automation and bid farewell to the hassles of manual data entry.
Ready to supercharge your data management? Let's embrace the efficiency of automation and unlock more time for what you do best.
Let’s set it up!
The first step is to create a Notion database with all the Salesforce opportunity information that you want to save.
Bardeen will extract all your opportunities from Salesforce and get information like name, description, created date, closed date, amount, probability, links, revenue information, and more. It will then save all this information to your Notion database, once your setup is complete.
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.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.
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.
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.
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!
Click on “Save Input” and checkmark Notion. You can edit Inputs later by hovering over the playbook.
When you want to extract all your opportunities 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 opportunities and their information, and save it to your Notion database.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce and Notion integrations.
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!