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- Log in to Zoho CRM and click "Marketplace" icon from the top menu.
- Search for “Notion”, then click on it.
- Click on "Start free trial”.
- Select the checkbox to accept the terms, then click “Continue”.
- Select the required checkboxes, then click “Continue to Install”.
- Choose Users/ Profiles, then click “Confirm”.
How To Integrate Notion With Zoho C RM
Use this step-by-step demo to learn how to integrate Notion with Zoho c RM.
📌 Why this matters
When you connect these platforms, you transform scattered project notes and brainstorming sessions into actionable CRM data. Instead of manually copying client insights from team meetings into your sales system, that information flows automatically. The real advantage emerges during client calls when you can reference detailed project discussions, timelines, and decisions that your team documented in real-time. Your sales conversations become more informed because you're drawing from the complete context of how relationships and deals actually developed, not just formal sales touchpoints.
Your product deserves an interactive demo
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