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Sales

Sales

 

Workflow Automations

 
 
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Save contacts to Notion with one click

 
Forget about copy-pasting information into your CRM forever. You can get new contacts added to Notion right from the currently opened social media page
 
This automation uses the Bardeen scraper to extract information and add a new record in a Notion database.
 

Action

  1. Scrape data on active tab
  1. Add page to Notion
 

  👉  Try these automations

 
 

Run them on a pre-built database

📓
Contacts A directory to log and manage contacts.

…Or run it on your own

 
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Save companies to Notion

 
Forget about copy-pasting information into your CRM forever. You can get new companies added to Notion right from the currently opened website.
 
This automation uses the Bardeen scraper to extract information and add a new record to a Notion database.
 

Action

  1. Scrape data on active tab
  1. Add page to Notion
 

  👉  Try these automations

 
 

Run them on a pre-built database

🏢
Companies A board to log and manage company contacts.

…Or run it on your own

 
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Save Upwork Job to Notion

 
If you apply for freelance gigs, you're probably checking dozens of jobs a day. With this Playbook you can ensure that nothing slips through the cracks when applying for jobs on Upwork.
If you apply for gigs as an agency or a freelancer, you can track the status of your applications in your Notion Deals Database. This will encourage you to reach out for more opportunities and know your numbers.
 
Video preview
 

Action

 
 

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*️⃣
Bonus: If you’re searching for freelance talent, check out Save Upwork Profile to Notion
 
 

Run them on a pre-built database

💼
Positions A board to log your jobs and gigs.

…Or run it on your own

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Enrich contacts and save to Notion 

 
If you have your own spreadsheet of email contacts, or even just a list of emails, you can enrich those contact’s information and send it to Notion. You only need to input the list of emails and this playbook should do the rest.
Additionally, if the contacts are already on Notion, their data will be updated.
 

Actions

 
  1. Find email from text
  1. Get Clearbit enrichment of email addresses
  1. Find Notion pages
  1. Add or update page in Notion
 

  👉  Try this automation

 
 

Run them on a pre-built database

📓
Contacts A directory to log and manage contacts.

…Or run it on your own

 
 
 

 
 

Related Resources

Database Templates

Templates optimized for this use case. Simply duplicate them and start launching the featured automation on them.
Templates optimized for this use case. Simply duplicate them and start launching the featured automation on them.
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Contacts A directory to log and manage contacts.
🤝
Deals A pipeline of deals, related to your contacts and companies.
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Companies A board to log and manage company contacts.
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Positions A board to log your jobs and gigs.
 

Automations from the Catalog

 
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Automations Catalog
Sales
Freelancing
 
 
 

 

Help & Feedback

 
We’d love to turn this template into the most comprehensive Notion automation resource. Help us get there by submitting your use cases, resources, and no coders for us to cover or leave a comment on Product Hunt.
 
 

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