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Connect Notion to your CRM, emails, and workflows to automate pages and power your AI Assistant.
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Connect Notion to your CRM, emails, and workflows to automate pages and power your AI Assistant.

About

Clianta is an AI-powered workspace and CRM that unifies your sales data, communication, and productivity tools. By connecting Notion to Clianta, you can:

1. Sync Notion Pages to AI Memory: Let your Clianta AI Co-Pilot answer questions, draft emails, and analyze deals using context retrieved directly from your Notion workspace.
2. Automate Notion Actions in Workflows: Build automated workflows that create pages, update properties, or query Notion databases when CRM triggers occur.
3. Export CRM Reports: Export contact lists, sales pipelines, and summaries directly to your Notion tables and databases.

Clianta protects your data with enterprise-grade encryption, ensuring all tokens and retrieved pages are kept isolated and secure.

Funktioner

  • Läsa, infoga och uppdatera innehållKan läsa, infoga och uppdatera sidor, databaser och block som delas med den här anslutningen.
  • Läsa och lägg till kommentarerKan läsa och lägg till kommentarer på de sidor och block som den har åtkomst till.
  • Visa arbetsytans användareLäser grundläggande profiluppgifter om medlemmar och gäster i arbetsytan, bland annat deras e-postadresser.

How to use

To connect Clianta to your Notion workspace:

1. Log in to your Clianta dashboard (e.g., https://clianta.online).

2. To connect the AI Co-Pilot: Open the AI Chat panel, click the 'Connectors' button, select 'Apps', find Notion, and click 'Connect'.

3. To connect Workflows: Open a workflow draft in the Workflow Builder, add a Notion action step, and click 'Connect Notion' in the configuration panel.

4. In the Notion authorization popup, select the workspace and specific pages or databases you want Clianta to access, then click 'Allow access'.

5. Your integration is ready! You can now start querying databases or building automated page creation steps.

Details

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Category
  • Automatiseringar
  • Försäljning
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All third party trademarks (including logos and icons) referenced herein are the property of their respective owners. Unless specifically designated as Made by Notion, connections are not supported or maintained by Notion. The third party products or services that connections connect to are Non-Notion Applications (as defined in Notion’s Master Subscription Agreement or Personal Terms of Use, as applicable). By enabling any connection or otherwise using the Notion Connection Gallery, you agree to Notion’s Connection Gallery Terms.