Can I filter to create tasks for opportunities with a specific value?

Yes, you can filter Salesforce opportunities by their value before creating tasks in Notion. Just set the specific criteria you need, and DryMerge will handle the rest.

Can I customize the task details created in Notion?

Absolutely, you can specify what details should be included in the Notion tasks based on the Salesforce opportunities. DryMerge will adjust the automation accordingly.

Who benefits from this automation?

Sales teams greatly benefit from this automation by keeping track of new leads and ensuring timely follow-ups, improving customer relationship management.

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Notion + Salesforce

Create Notion Tasks for New Salesforce Opportunities

Streamline your team alignment by creating Notion tasks whenever new sales opportunities are added in Salesforce. This helps your team keep track of new leads and ensures timely follow-ups.

New Salesforce Opportunity

Triggers when a new sales opportunity is added in Salesforce.

Create Task in Notion

Creates a new task in Notion for the sales opportunity.

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

or pick a common variation below

Create Notion Pages for New Salesforce Product Announcements

Notion + Salesforce

Create Notion Pages for New Salesforce Training Modules

Notion + Salesforce

Generate Notion Pages for New Salesforce Reports

Notion + Salesforce

How to use DryMerge

Ask for what you want.

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

Create Notion tasks for new Salesforce opportunities

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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