Supercharge productivity with Notion and Zapier — Connex’ Zapier Notion Webinar

 
notion image
 
 
Thanks for joining us on the official Zapier and Notion Webinar!
 
Here’s the link to the webinar:
 
And here are your questions answered:
 
Questions and answers one by one
Name
Question
Video
Andres, cómo puedo programar la llamada contigo, se me hará mas fácil en español. 🇪🇸
https://www.loom.com/share/ca29e54c6ab446a88efb8df5cafd3a90
Google Forms to Notion
Notion tables to Zapier Tables trick
Jira to Notion sync?
Is it possible for zapier to have different order status as triggers and automatically send different emails to my customers? And save PDF invoice from certain email into Google drive or Dropbox?
And save PDF invoice from certain email into Google drive or Dropbox?
I'm building a CRM in Notion. I started with a template, but I need to add functionality that I want. What's the best way to track touchpoints with leads? Is it just sending your emails from Gmail to Notion and tracking the dates for reminders?
https://www.loom.com/share/b47775e1348446bd9c47d7f64e15c622
About your answer about integrating Calendly with Zapier, Is it possible to show each client their schedule without showing others' appointments?
https://www.loom.com/share/b34a5b72652a49e0af3fa57c710f5726
Can Notion nad WhatApp be connected
https://www.loom.com/share/1758e3d785254fba904084bc1f7ef282
How do i use this for marketing and CRM
https://www.loom.com/share/d8f71dbb4e3848699ea1ef156812e4cf
Are you able to provide a small tutorial for how to address Notion database relations?
https://www.loom.com/share/9a30f5b9e6f941468396157ce0acc654
Would love to try that Slack /ChatGPT integration. Where can we see how to do that?
https://www.loom.com/share/0777aa1ddc0d4d36a709dc7cceaa9744
I want to automate some process completely inside of Notion, like changing a label when a specific deadline comes. There is anyway that I can do that with Zapier?
https://www.loom.com/share/104cc8f5134742b69fc529ba88c7643f
Outlook to Notion CRM sync?
 
 
 
Here you’ll find links to the mentioned use cases and to secure your 30min free consultation.

Book your free 30min consultation

Let’s talk about your Notion and Zapier projects.
You’ll be matched with either Andrés or Paul.
Andrés - Director of Growth
Andrés - Director of Growth
Paul - Founder
Paul - Founder
 
 
And now the use cases mentioned in the webinar.

Tasks Management

App switching takes from your mental bandwidth. Email, Slack, CRM, PM Tool, Calendar… all claim for your attention. Managing all of it becomes a true job.
Managing tasks in Notion is much efficient than being reactive to notifications coming from all your different apps.
With Zapier, you can bring all your tasks from different sources into Notion.
First step, copy the database template.

Tasks from Email 📧

Transform an email into a task while managing your incoming email, without leaving your inbox.

Tasks from Slack *️⃣

Transform any Slack message into a task with a simple emoji 😀, while planning with your colleagues.
I used Slack in this example, but MS Teams can be used too.

Tasks from TickTick 🧋

Take notes on the go. Then complete your tasks on desktop. Mirror TickTick tasks to a Notion database.
This case is built on 3 zaps. One to create new tasks from TickTick into Notion, one to keep tasks up to date TickTick→ Notion, and one to mark tasks completed Notion → TickTick.
As an alternative, we can create a zap that will update tasks from Notion → TickTick as well.
Other apps that could be used are Google Tasks, Microsoft To Do, or Todoist.

Tasks from Audio Notes 🗣️

The idea is to create tasks by talking and recording an audio note instead of using the keyboard.
You can use this workflow to create tasks, notes, content, or meditate.
Once you record an audio note, the automation will create an entry that you can later polish with Notion AI before completing, assigning, publishing or sharing.
You can use it for:
  • Tasks
  • Sales Calls
  • Brain dump
  • Content Generation
  • Podcasting
  • Meditation
What you need:
  • An audio recorder app on your phone
  • Dropbox or Google Drive on your phone, synced to the same folder used by the audio recorder

Bring Tasks to Notion From More Apps

The list of apps you can sync with your Notion tasks database doesn’t stop there.
You can create new tasks entires from Google or Outlook Calendar events, from Calendly bookings, Salesforce won deals, Typeform submission, etc.

Team Productivity

Different teams need to align on deals, projects, invoices, demos, and so on.
Each team use different software.
And you see? This circles back to what we said before about having your team work on the app they perform the best.

Leads Requests - Typeform to Notion 📇

Make your Marketing team talk with your Sales team.
Store leads requests in your Notion CRM so your team can be activated on each request.
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Here’s the Javascript code snippet you can copy and paste in the Code by Zapier action:
let requestURL = 'https://api.notion.com/v1/pages/' + inputData.requestItemToUpdate; let bodyJSON = JSON.stringify({ "properties": { [inputData.propertyName]: { "relation": [ { "id": inputData.relatedProspect } ] } } }); fetch(requestURL, { method: 'PATCH', headers: { 'Authorization': `Bearer ${inputData.notionToken}`, 'Content-Type': 'application/json', 'Notion-Version': '2022-06-28' }, body: bodyJSON }) .then( response => response.json() ) .then( response => { callback(null, response) });
Inspiration: Automate Notion Relations with Zapier
Other form builders you can integrate with Notion: Google Forms, Zapier Interfaces, Jotform, WPForms, CognitoForms.

Escalate Zendesk Tickets to Tier 2 Support or Dev Team 🧘‍♀️

From Zapier forum:
When a ticket is tagged ‘feature request’ I’d like it to populate a line on a Notion table to include 3 fields from the ticket.
Store Bugs or Features and notify the correct team, no need for dev teams have access to Zendesk.
Ticket Escalation, Zendesk → Notion
Ticket De-escalation, Notion → Zendesk

Slack Notion Chatbot (Wikimate 🧑‍🦰)

  • Notion stores all company knowledge, but someone needs to log in and find it
    • Internal use: Junior consultants ping Senior consultants for edge cases on Slack, for information that is already on Notion
    • External use: reply standard customer questions,
  • You’d like to see Notion AI capabilities outside Notion