Connect HubSpot CRM to Notion for Centralized Customer Data

Quick summary

This demo shows how to connect HubSpot CRM to Notion using a Zapier automation so that project status updates in Notion are automatically synced to HubSpot contacts or deals in real time, eliminating manual data entry across tools.

Steps

1. Log in to Zapier, click "Create," and select "Zaps" to begin building your automation.
2. Click "Trigger" and search for Notion to select it as the trigger app.
3. Choose a trigger event such as "Updated Database Item" or "New Database Item" depending on when you want updates sent to HubSpot.
4. Authorize Zapier to access your Notion account.
5. Select the Notion database containing the project status you want to monitor.
6. Run a test to ensure Zapier detects updates in the Notion database.
7. Add HubSpot as the action app in your Zap.
8. Choose an action event such as "Create Contact," "Update Contact," or "Update Deal" depending on how you want to sync the data.
9. Authorize Zapier to access your HubSpot account.
10. Select the HubSpot object (e.g., Contact or Deal) to update with the project status.
11. Run a test to verify that project status updates are correctly synced to HubSpot.
12. Once the test is successful, turn on your Zap to activate the automation.