🚀 Transforming Sales Notes with Notion + Salesforce AI Integration

A smarter, voice-powered way to manage and sync your leads

We’re building a new kind of productivity experience for Salesforce users—by bringing the flexibility of Notion together with the power of AI and voice.

Imagine capturing all your sales notes, conversations, and meeting insights in one place—organized, searchable, and synced with your Salesforce records. That’s exactly what our upcoming Notion + Salesforce AI Note-Taking Integration is designed to do.

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🧩 What It Can Do

This new prototype includes the following capabilities:

🔄 Two-Way Sync with Salesforce

Automatically pull Lead records from Salesforce into Notion

Keep the data structured and categorized inside a familiar Notion workspace

🎙️ Voice Notes + AI Transcription

Record voice notes for any lead directly in Notion

Transcribe speech into clean, structured meeting summaries using AI

📤 Push Transcripts Back to Salesforce

Link each transcript to the correct Salesforce record

Automatically log completed tasks and upload the transcript file

Keep your CRM data complete and up to date—without extra admin work

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🧪 Currently in Prototype – Looking for Beta Testers

This integration is currently in active development. We’re testing real-world use cases with select users across sales teams, field agents, and customer success managers.

If you're:

• A Salesforce user who regularly takes notes or logs voice summaries

• Notion power user looking for CRM automation

• Curious about AI-powered note taking for enterprise workflows

…we’d love your input!

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📩 Join the Beta Program

Want early access? We’re opening up limited spots for beta testers.

👉 Sign up here or reach out to our team to get involved.

Sign Up

Together, we’re building the future of sales productivity—one voice note at a time.