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When you're tracking your leads, it's easy to just open up Gmail and use it as a CRM (customer relationship management). But in the long run, this process can get messy. Notion can be a great way to track your contacts from different sources, such as Gmail.
This playbook offers an efficient way to grab the contacts from a Gmail thread, enrich them with their social media information, and add them to a Notion Database.
This playbook consists of 3 actions:
First, you will need to set up a Notion database for your contacts. You can create one from scratch or duplicate our template optimized for this use case.
Click the “Pin it” button at the top of this page to get this Playbook saved to your playbooks.
Then we need to map data from Gmail to Notion.
To do this, hover over the playbook card and click on “Open Playbook in Builder.”
From here, customize “Action 3: Add Notion page.” Enter your Notion database and map the data fields using “custom field mapping.”
Save the playbook and close the builder.
Click the “Pin it” button at the top of this page to get this Playbook saved to your playbooks.
You’re set to go!
Whenever you need to run this, go to a Gmail thread and click on the Playbook card. You will be asked to specify the Notion database (only once), and you’ll see that contact get added to your table.
💡Pro Tip: You can also customize the playbook to add additional actions like:
To learn what else you can automate with Notion, check out our Notion Automation Guide.
Discover more integration opportunities with Notion automations, Clearbit automations, connect both Notion and Clearbit, or modify the playbook to better suit your distinct workflow preferences.
Also, explore additional options for Google Mail integrations or connect both Google Mail and Notion, or both Google Mail and Clearbit.
Learn more about awesome sales and prospecting automations, recruiting integrations, and meeting automations developed by Bardeen.
