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Notion Salesforce Deal Tracker

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

Deal managementCRM syncKnowledge baseSales operations

The Challenge

Salesforce is where deals live, but Notion is where your team actually works. Keeping deal pages in Notion manually means copying data between tabs, forgetting to update statuses, and inevitably having stale information. This prompt bridges the two so your Notion workspace always reflects what's happening in your pipeline.

What This Prompt Does

Pull Account Data

Look up the account in Salesforce for deal details

Check for Duplicates

Search Notion to see if a page already exists

Create or Update

Build a new page or refresh an existing one

Structured Properties

Set status, owner, priority, and deal value

The Prompt

The Prompt

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]

Example Usage

Try asking:

  • →"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"