Salesforce CRM and Notion Integration | How to download new leads from Salesforce CRM to Notion
How to download new leads from Salesforce CRM to Notion? Integrate Salesforce CRM and Notion whith ApiX-Drive: https://apix-drive.com
ApiX-Drive is a no-code service for automating business processes without developers. Connect 350+ Apps in 5 minutes. Quick & Easy.
In this video tutorial, we will learn:
✓ How to connect Salesforce CRM and Notion
✓ How to Add Note from Salesforce CRM to Notion
✓ How to independently use no-code services to automate business processes without developers
【Video Navigation】
0:00 - Introduction
0:35 - Setting up Salesforce CRM as a Data Source
2:11 - Setting up Notion as a Data Receiver
4:33 - Setting up auto-update
➤ Steps to connect Salesforce CRM and Notion
1. Link your Salesforce CRM and Notion account with ApiX-Drive
2. Select Salesforce CRM as your data source App and 'download new leads' as your action
3. Select Notion as your data receiver App and 'Add Note' as your action
4. Map Salesforce CRM fields to relevant fields in Notion
5. Turn your integration on auto update.
➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog
➤ More video in the playlist - • How to
➤ Do you have questions or need help creating an integration? Write to our support team at [email protected] or via chat on the site!
➤ Don’t have an ApiX-Drive.com account? Create your free account here: https://apix-drive.com
#salesforce #ApixDrive #Notion
#SalesforceCRM #SalesforceIntegration #SalesforceCRMIntegration #CRM #Integration #NotionApi #NotionIntegration
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