Michael McGarvey
連接圖示

NoteLinker

Stop losing sales context in Notion. Sync to HubSpot in 5 mins.
Stop losing sales context in Notion. Sync to HubSpot in 5 mins.

簡介

NoteLinker surfaces notes written in Notion right on the matching HubSpot contact or deal record. When someone finishes a call or meeting and writes it up in Notion, that note shows up automatically on an inline NoteLinker card on the matching HubSpot record, read live from Notion, with no manual copy-paste required.

It's built for teams that write in Notion but work in HubSpot. The note shows up where everyone expects to find it, keeping context visible across the team without changing how anyone works.

功能

  • 讀取內容可以讀取此連接共享的頁面、資料庫和區塊。
  • 查看工作空間使用者讀取工作空間成員與訪客的基本個人檔案詳細資料,包括其電子郵件地址。

使用方式

  1. Install NoteLinker from the HubSpot Marketplace. HubSpot walks you through the OAuth connection, then drops you on a setup page.
  2. On that page, connect your Notion workspace and pick which databases NoteLinker can read.
  3. Make sure each Notion database has an Email property (to match contacts) or a Deal Name property (to match deals). NoteLinker uses these to match each row to the right HubSpot record.
  4. Open any HubSpot contact or deal. Every Notion row whose Email or Deal Name matches shows up automatically on the inline NoteLinker card. There's no opt-in checkbox to keep up to date. To keep a row off a record, check a "Hide from HubSpot" checkbox in Notion.
  5. That's it. Rows stay in sync from that point forward, read live from Notion.

詳細資訊

類別
  • 生產力
  • 銷售人員
  • 行銷
在此提及的所有第三方商標(含標誌和圖示)皆為各自擁有者的財產。除非特別標明「由 Notion 製作」,否則 Notion 不負責連接的支援和維護服務。連接所使用的第三方產品或服務將被視為「非 Notion 應用程式」(定義請見 Notion 的主要訂閱協議個人使用條款,視適用情況而定)。如啟用連接或使用 Notion 連接庫,即代表你同意 Notion 的連接庫條款