Can I filter which Notion tasks are sent to Salesforce?

Yes, you can set specific criteria for the tasks that should be sent to Salesforce, such as tags, assigned team members, or due dates.

Can I customize the type of Salesforce record created?

Yes, you can specify the type of Salesforce record to be created, such as leads, contacts, or custom objects.

Which people use this automation? What do they use it for?

Project managers and team leads use this automation to ensure that all tasks are tracked and managed in Salesforce, enabling better oversight and accountability.

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Notion + Salesforce

Add Salesforce Records for New Notion Tasks

Streamline your workflow by creating Salesforce records whenever a new task is added in Notion. This ensures that all your tasks are tracked and managed in Salesforce, allowing your team to focus on execution without manual data entry.

New Notion Task

Triggers when a new task is added in Notion.

Create Salesforce Record

Adds the task details as a new Salesforce record.

See more Notion to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Salesforce Cases from New Notion Feedback

Notion + Salesforce

Create Salesforce Events from Notion Meeting Notes

Notion + Salesforce

Reflect Salesforce Training Progress Updates in Notion Pages

Notion + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add Salesforce records for new Notion tasks"

Add Salesforce records for new Notion tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Notion.

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

Delete Page

'Deletes' (archives) a specified page

Find Notion Users

Finds Notion users by their user IDs and returns their metadata

New Notion Page

Triggers when a new Notion page is created

Notion Page Updated

Triggers when a page is updated in a Notion database

Create Contact

Creates a new contact in Salesforce

App details

Notion

Notion is an all-in-one workspace for notes, tasks, wikis, and databases. Create, update, and sync data between Notion and other tools.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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Get Started with DryMerge

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