How to Connect Notion with Salesforce (and Why It’s Worth It)

Notion is a favorite for organizing projects, content, and internal knowledge. Salesforce, on the other hand, is the powerhouse for managing contacts, opportunities, and donor or client data. What if you could bring these two tools together?

While Notion and Salesforce don't have a native integration yet, it’s absolutely possible to connect them—with the right approach. At Palm Consulting, we've helped clients do exactly that, creating lightweight, automated bridges between these platforms that make work more efficient and less repetitive.

Let’s explore how this works, what you can sync, and how we make it easier for teams like yours.

What Kind of Data Should You Sync?

Most clients don’t need to sync everything—just the essentials that help with collaboration, project tracking, or reporting. Here are a few real-life examples:

• Sync active Salesforce opportunities to a Notion project tracker

• Log contact or donor updates from Salesforce into shared Notion notes

• Use Notion for content or event planning, pulling in key client data from Salesforce

• Track onboarding status in Notion, tied to client records in Salesforce

This creates a live link between your CRM and your team’s planning or documentation hub—without needing to copy-paste anything.

Two Ways to Integrate Notion with Salesforce

1. Use a No-Code Tool like Zapier or Make

This is our go-to solution for most clients. With a few well-configured zaps or scenarios, you can automate workflows like:

• When a new record is created in Salesforce, create a linked page in Notion

• When a field is updated in Salesforce (e.g., deal stage), update a Notion database

• Sync data summaries (like total donations or last contact date) into a shared Notion dashboard

It’s fast, secure, and doesn’t require engineering resources. We usually help clients identify the most valuable touchpoints to automate—no need to sync everything.

2. Use the Notion API for Custom Integrations

For advanced use cases, like syncing complex data or writing back from Notion into Salesforce, we can set up a custom integration using the Notion and Salesforce APIs.

This route gives you more control—ideal for organizations with very structured workflows or multi-system dependencies.

Why Clients Work With Us

At Palm Consulting, we don’t just connect tools—we help define the process first. That means:

• Understanding how your team actually uses Notion and Salesforce

• Identifying the smallest useful sync (no overkill)

• Setting up and testing automations that actually stick

• Providing lightweight documentation and training so your team can manage it moving forward

Most importantly, we keep it clean and sustainable—no tech clutter or one-off hacks.

Let’s Make Your Tools Work Together

If you're using Notion and Salesforce side by side, there’s a high chance you’re duplicating effort. We can help you design a simple, smart integration that keeps your team focused and your systems aligned.

👉 Let’s talk and set up a system that saves time, not creates more work.