Turning Notion Into Your Automated CRM system

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Having a CRM is crucial for any service-based business, so in this video, I show how simple creating one CRM in Notion can be and how we can automate every step of the way.

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Chapters:
0:00 Intro (How to build and manage a CRM)
01:56 Build the CRM database with the statuses
04:00 Setting up the views
05:37 How to Use this?
09:27 Automations triggered by Notion

🅽 Resources:

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Комментарии
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Thanks, Dani. Appreciate the level of detail and tuition here

JimHardie
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Your videos are very informative! What do you use for your workflow visualization tool?👍

keithgetic
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Porque usas the:gist? desde make no hay una forma de monitorear los cambios en una base de datos de notion directamente? gracias

DIDAC
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I have a question.

I create a membership database in notion. I have their name, membership start date and some other stuff. The membership end date is being calculated. Then, I have a formula property which returns ‘sent’ if now() is within 30 days of the calculated end date, otherwise it returns ‘not sent’.
If the formula turns to ‘sent’, can Zapier read this and then trigger an email to that person (the email is pulled from a roll up)?

rashidsrealm
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The audio has a high pitched squeel in here - very distracting.

NicholasMcGill
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The screenshare is too zoomed out, can't make out a thing

DarshanShah