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Using Notion as a CRM

November 15, 2019 By greenmellen 9 Comments

Notion has a few built-in CRM templates, and they’re great, but we’ve extended things quite a bit more for our agency. You can track stages of your leads, potential value and other common CRM stuff, but then also includes a variety of “views” to give you quick access to other data and stats.

This video walks through it, and you can find download this template here.

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Comments

  1. Brandan Fontes says

    January 21, 2020 at 11:13 pm

    Hello interested in how you would go about merging a list of 300 contacts into this CRM.
    Also, would you be interested in doing a screen share if I paid you for your time, to help me?

    Reply
    • greenmellen says

      January 21, 2020 at 11:53 pm

      When you have it pulled up, you should be able to click the 3-dot menu in the far upper right corner of the screen and choose “merge with CSV”. In your case, since your needs are likely slightly different than mine, load in your CSV and then clean it up from there.

      As for screenshare help, we could certainly look into that, though it’d be next week. Play with the CSV import and see where you get, and then you can email me at mickmel@gmail.com if you need further help.

      Reply
  2. David Higgs says

    June 18, 2020 at 12:33 am

    Hi Mickey, great video and great CRM Template. I am wondering if there is a way to integrate inbound leads into the CRM? Say if I wanted to connect my contact form from my website using something like Zapier as a connector?

    Reply
    • greenmellen says

      June 18, 2020 at 7:18 am

      Not yet, unfortunately. Their API is coming “soon”, and once that it out it should open up a lot of possibilities like this.

      Reply
  3. Jerry says

    July 22, 2020 at 3:39 pm

    Notion Personal CRM form: Can the Professional column heading be deleted in place of additional property column?

    Reply
  4. Kellye Trask says

    June 15, 2021 at 10:54 am

    @greenmellen

    Zapier as a connector? – Is that a possibility yet? In June of 2020 you noted it as “coming soon” – are we there yet?

    Reply
    • greenmellen says

      June 15, 2021 at 2:26 pm

      Yep, they finally added it!

      https://zapier.com/apps/notion/integrations

      Reply
  5. Jay says

    November 4, 2022 at 2:14 pm

    Thank you for this. I guess I missed it but is there a way that I can import a list already (.csv) into notion so I won’t be adding data one by one?

    Thank you!

    Reply
    • greenmellen says

      November 4, 2022 at 2:50 pm

      For sure. Here is their page that discusses how to do that. It’s not perfect, especially when trying to connect into an existing database, but it should help: https://www.notion.so/help/import-data-into-notion

      Reply

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