# Notion Salesforce Deal Tracker

> Sync Salesforce accounts into Notion deal pages so your whole team stays aligned without tab-switching.

Source: https://cotera.co/solutions/ops/notion-salesforce-deal-tracker

---

- **Team:** Operations
- **Tools:** Salesforce, Notion
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Pull Account Data** — Look up the account in Salesforce for deal details
2. **Check for Duplicates** — Search Notion to see if a page already exists
3. **Create or Update** — Build a new page or refresh an existing one
4. **Structured Properties** — Set status, owner, priority, and deal value

## Example requests
- Sync Acme Corp from Salesforce to our Deals database in Notion
- Create a Notion deal page for the Linear account in Salesforce
- Update all open deals in Notion with the latest Salesforce data

## Prompt

```markdown
## Task

Use @Salesforce/Find Account by Name to look up an account in Salesforce, then use @Notion/Search Content to check if a tracking page already exists in Notion. If it does, update it with @Notion/Update Page. If not, create a new deal tracking page 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]
```

## Related reading
- [We Used Notion as Our CRM for 6 Months](https://cotera.co/articles/notion-crm-setup-automation-guide.md)
- [Our Sales Team Stopped Dreading CRM Updates After We Automated Notion](https://cotera.co/articles/notion-crm-automation-sales-guide.md)