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Notion + Salesforce Integrations

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Connect Notion to Salesforce
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Notion + your other apps
Salesforce + your other apps
Related blog posts
FAQ

Notion + Salesforce integrations

Notion > Salesforce

Trigger

Last triggered

Page added

Create record

Overview

Connect Notion to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Notion, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Notion and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Notion and Salesforce integrations in Relay.app

Kick off a workflow based on updates in Notion

Preview of Keep Notion up-to-date automatically

Preview of Leverage AI in Notion while keeping a human in control

Preview of Stay on top of changes to your Notion pages

Preview of Update Notion based on any conditions you choose

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Kick off a workflow based on updates in Notion

Keep Notion up-to-date automatically

Leverage AI in Notion while keeping a human in control

Stay on top of changes to your Notion pages

Update Notion based on any conditions you choose

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example Notion + Salesforce workflows

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Add a new database page in Notion for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Notion and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Notion “Add database page to database” action for each Salesforce “Record added” event.

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Create a Salesforce record from a new database page in Notion

Relay.app is an automation tool that lets you automate actions across Notion, Salesforce and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Notion “New database page added” event.

Try it

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Automatically create record in Salesforce for each page added in Notion

Try it

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Write to page automatically in Notion for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each custom webhook in Notion

Try it

Inspirational workflows

Visit the template gallery ➔

Notion Triggers

Comment

add

Comment created in database

add

Comment created on any page

Database

webhook

Custom webhook

add

New page added

edit

Page changed

target

Page first meets conditions

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Notion Actions

Comment

post_add

Add comment to page

List comments on page

Reply to comment

Page

content_copy

Copy page

library_add

Create or update page

list_alt_add

Create page in database

note_add

Create page inside parent page

Find page(s)

replace_image

Replace content with other page

Search page by ID or URL

Search page(s) by title

delete

Trash page

edit

Update page

post_add

Write to page

Create your own Notion + Salesforce integration

Select a trigger in Notion

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Notion

Select a trigger in Salesforce

Select an action in Notion

Create your workflow

Connect Notion to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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Jacob Bank

Jul 10, 2024

Guides

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Learn to leverage Notion's flexibility for improved lead tracking, team collaboration, and actionable insights, all in one intuitive platform.

Jacob Bank

Apr 16, 2024

Automation Ideas

8 Powerful Notion Automations to Try Today

Notion lives up to the "all-in-one" workspace moniker, but it's light on direct integrations with other apps. In this article we've curated a list of ways to automate Notion with Relay.app.

Jacob Bank

Aug 15, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Notion to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Notion or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Notion and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Notion to Salesforce?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Notion to Salesforce that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Notion and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.