How to connect Notion to Salesforce? Top 3 Methods

Published: September 6, 2024 - 6 min read

Vijay Srinivas

Connecting Notion to Salesforce can dramatically streamline your workflow, enhance your team’s efficiency, and optimize your data management processes. This blog will walk you through the benefits of making this integration and the best methods to achieve it.

Advantages of Connecting Notion to Salesforce

  • Centralize customer information: Combine customer notes and project details from Notion with Salesforce records for a more complete view of your customers.
  • Streamline project management: Automatically update Salesforce records with project status and deliverables from Notion, reducing manual data entry.
  • Improve team collaboration: Enable sales, marketing, and project teams to work together more effectively by sharing data between Notion and Salesforce.

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Method Recommendations by Use Cases

Here’s a guide mapping the best methods to connect Notion to Salesforce based on the target personas of Revenue Operations, Marketing, Finance, and Data Teams:

Persona

Key Use Case

Recommended Method

Revenue Operations

Automated data updates

Coefficient

Marketing

Campaign performance tracking

Zapier

Finance

Real-time budget vs actuals reporting

Bardeen.ai

Data Teams

Custom analytics and reporting

Coefficient

How to Connect Notion to Salesforce

Method 1: Coefficient – No-Code, User-Friendly

Coefficient connects your spreadsheet to all your business data without a single line of code.

Pros:

  • Simple, no-code setup
  • Automatic data updates
  • Affordable pricing plans

Cons:

  • Scheduled automations are not free in all pricing plans, but overall costs remain reasonable

Step-by-Step Setup Guide

Step 1. Install Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Select Get Add-ons option in Google Sheets Menu Bar

In the Google Workspace Marketplace, search for “Coefficient.”

Search and Choose Coefficient from Google Workspace

Follow the prompts to grant necessary permissions.

Image3

Launch Coefficient from Extensions > Coefficient > Launch.

Launch Coefficient Data Connector in Google Sheets

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient Sidebar in Google Sheets

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Find Coefficient Add-in from Microsoft Office Store

Type “Coefficient” in the search bar and click ‘Add.’

Add Coefficient Add-in to Excel from Microsoft Office Store

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Coefficient Sidebar in Microsoft Excel
  1. Importing Data from Notion into Google Sheets with Coefficient:
    • Open Google Sheets and click on Coefficient in the plugin menu.
    • Choose “Import New Data” and select Notion as your source.
    • Authenticate your Notion account and select the data you want to import.
    • Click “Import” to pull the data into your Google Sheet.

Step 3. Export Data from Your Spreadsheet to Salesforce

Before starting, make sure you’ve connected to Salesforce.

Then, navigate to Coefficient’s menu. Click “Export to…”

Choose Export option in Coefficient sidebar

Choose Salesforce from the list of available data sources.

Choose Salesforce as the data source in Coefficient sidebar

Select the tab and header rows in your spreadsheet that contain the data you want to export.

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Define your tab and header row.

Select tab and headers rows of the data exported to Salesforce from Google Sheets using Coefficient

Note: Coefficient will automatically map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient.

Next, select the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Select the action to be done in Salesforce - update,insert,upsert,delete

Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Step 5: Map Fields

Map the fields from your spreadsheet to the corresponding Salesforce fields.

Map the fields between Google Sheets and Salesforce

Note: If you imported data from Salesforce into your spreadsheet previously, Coefficient will auto-detect and map these fields.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Select the necessary formatting options if required from advanced settings

Note: Batch size is capped at 10,000 rows due to Salesforce API limitations.

Step 7: Select Rows to Export

Confirm your settings and click “Export”.

Confirm the settings to push data into Salesforce from Google Sheets in Coefficient Add-on

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Highlight the google sheet rows to be updated

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Click on "Update Rows in Salesforce" to push the data from Google Sheets to Salesforce

In a few seconds, data from your spreadsheet will push to Salesforce.

Data exported to Salesforce successfully using Coefficient add-on

Your spreadsheet will display updated records, along with their export status and the date/time stamp of the update.

Method 2: Zapier

Zapier

Zapier acts as a workflow automation tool that connects various apps and services, including Notion and Salesforce. Zapier is known for its wide range of integrations and reliability in automating routine tasks.

Pros:

  • No-code setup
  • Wide range of integrations
  • Reliable and well-documented

Cons:

  • Limited free plan
  • Can become costly with premium features

Step-by-Step Setup Guide

  1. Setting up Zapier:
    • Log into your Zapier account.
    • Create a new Zap (workflow).
  2. Connecting Notion to Zapier:
    • Set Notion as the trigger app.
    • Choose a trigger event, such as “New Database Item”.
    • Authenticate your Notion account and select the Notion workspace and database.
  3. Connecting Salesforce to Zapier:
    • Set Salesforce as the action app.
    • Choose an action event such as “Create Record” or “Update Record”.
    • Authenticate your Salesforce account and select the Salesforce object where the data needs to be pushed.
    • Map the fields correctly between Notion and Salesforce.
    • Test the Zap and if successful, turn it on.

Method 3: Bardeen

Bardeen

Bardeen.ai offers AI-powered automation that can connect various tools, including Notion and Salesforce. It is particularly useful for creating customizable workflows and handling repetitive tasks efficiently.

Pros:

  • AI-powered automation
  • Customizable workflows
  • Efficient for repetitive tasks

Cons:

  • Requires initial setup
  • Some advanced features may need a learning curve

Step-by-Step Setup Guide

  1. Setting up Bardeen.ai:
    • Sign up on the Bardeen.ai platform.
    • Follow the setup steps to install the Bardeen browser extension.
  2. Connecting Notion to Bardeen.ai:
    • Open the Bardeen extension and navigate to the “Playbooks” section.
    • Create a new playbook and set Notion as the source app.
    • Select the trigger event within Notion (e.g., Updated Database Item).
    • Authenticate your Notion account and save the settings.
  3. Connecting Salesforce to Bardeen.ai:
    • In the same playbook, set Salesforce as the action app.
    • Choose the action event (e.g., Create or Update Salesforce Record).
    • Authenticate your Salesforce account.
    • Map the Notion fields to Salesforce fields.
    • Save and activate the playbook.

Conclusion

Connecting Notion to Salesforce can significantly enhance your business processes by streamlining data management, improving lead and campaign tracking, enhancing team collaboration, and automating workflows. Among the methods discussed, Coefficient stands out as a user-friendly, no-code solution perfect for various business personas. Get started today by visiting Coefficient’s website.

By following the steps and methods provided in this blog, you’ll be well on your way to improving your team’s efficiency and making the most out of the capabilities offered by both Notion and Salesforce.

Sync Live Data into Your Spreadsheet

Connect Google Sheets or Excel to your business systems, import your data, and set it on a refresh schedule.

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Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

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Vijay Srinivas GTM @ Coefficient
Vijay Srinivas is an engineer turned marketer who loves to dabble in data and has 6 years of experience in GTM for Startups and SaaS orgs. Building his skills currently to be a PLG & spreadsheet expert.
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