Notion Salesforce Deal Tracker

Task

Use @Salesforce/Find Account by NameName it "Salesforce/Find Account by Name" and call it with @Salesforce/Find Account by Name to look up an account in Salesforce, then use @Notion/Search ContentName it "Notion/Search Content" and call it with @Notion/Search Content to check if a tracking page already exists in Notion. If it does, update it with @Notion/Update PageName it "Notion/Update Page" and call it with @Notion/Update Page. If not, create a new deal tracking page with @Notion/Create Page that includes allName it "Notion/Create Page that includes all" and call it with @Notion/Create Page that includes all the relevant account details and deal status.

Example: Look up "Acme Corp" in Salesforce and create or update a Notion page that tracks the deal status, key contacts, and next steps.

Input

The user will provide a company name or Salesforce account name.

Example: "Sync Acme Corp from Salesforce to Notion" or "Create a Notion deal page for Linear"

Context

What to Pull from Salesforce

Account details:

• Account name and ID
• Industry and company size
• Account owner
• Any associated opportunity data

Deal information:

• Deal stage and pipeline status
• Expected close date
• Deal value and probability
• Key contacts on the account

Notion Page Structure

Create the page in the specified database with these properties:

• Title: [Company Name] — Deal Tracker
• Status: Mapped from Salesforce deal stage (Prospecting, Negotiation, Closed Won, etc.)
• Owner: The Salesforce account owner
• Priority: Based on deal size (High for >$50k, Medium for $10k-$50k, Low for <$10k)

Page content should include:

1. Company overview section
2. Deal details table
3. Key contacts list
4. Timeline of activities
5. Next steps and action items

Update Logic

If a Notion page already exists for this account:

• Update the Status property to match the current Salesforce stage
• Append new activity notes rather than overwriting
• Flag any discrepancies between Notion and Salesforce data

Output

Sync Summary:

• Account: [Company Name]
• Salesforce Stage: [Current Stage]
• Notion Page: [Created / Updated] — [Link]
• Properties Set: [List of properties]

Deal Snapshot: | Field | Value | |-------|-------| | Deal Value | $X | | Close Date | YYYY-MM-DD | | Probability | X% | | Owner | [Name] |

Next Steps: [Action items based on the current deal stage]