Notion has a few built-in CRM templates, and they’re great, but we’ve extended things quite a bit more for our agency. You can track stages of your leads, potential value and other common CRM stuff, but then also includes a variety of “views” to give you quick access to other data and stats.
This video walks through it, and you can find download this template here.
Hello interested in how you would go about merging a list of 300 contacts into this CRM.
Also, would you be interested in doing a screen share if I paid you for your time, to help me?
When you have it pulled up, you should be able to click the 3-dot menu in the far upper right corner of the screen and choose “merge with CSV”. In your case, since your needs are likely slightly different than mine, load in your CSV and then clean it up from there.
As for screenshare help, we could certainly look into that, though it’d be next week. Play with the CSV import and see where you get, and then you can email me at mickmel@gmail.com if you need further help.
Hi Mickey, great video and great CRM Template. I am wondering if there is a way to integrate inbound leads into the CRM? Say if I wanted to connect my contact form from my website using something like Zapier as a connector?
Not yet, unfortunately. Their API is coming “soon”, and once that it out it should open up a lot of possibilities like this.
Notion Personal CRM form: Can the Professional column heading be deleted in place of additional property column?
@greenmellen
Zapier as a connector? – Is that a possibility yet? In June of 2020 you noted it as “coming soon” – are we there yet?
Yep, they finally added it!
https://zapier.com/apps/notion/integrations
Thank you for this. I guess I missed it but is there a way that I can import a list already (.csv) into notion so I won’t be adding data one by one?
Thank you!
For sure. Here is their page that discusses how to do that. It’s not perfect, especially when trying to connect into an existing database, but it should help: https://www.notion.so/help/import-data-into-notion