Salesbuildr

Salesbuildr is the quoting and sales platform built for MSPs. This connection keeps a live copy of your Salesbuildr pipeline in Notion, so your team can follow deals in the same place they plan their work.

What it does

• Creates a Salesbuildr Pipeline database in the Notion page you choose
• Adds a row for every new opportunity and updates it whenever the deal changes
• Syncs company, contact, owner, stage, status, probability, monthly and one-time revenue, monthly profit and expected close date
• Ticks Ordered and adds the quote number when a quote is ordered in Salesbuildr

Good to know

• Updates arrive within seconds through Salesbuildr webhooks
• The connection only accesses the page you share with it
• Requires a Salesbuildr account with access to Settings → Webhooks

1. Click Add to Notion and choose the page where the Salesbuildr Pipeline database should live.
2. After authorizing, copy the webhook URL and secret shown on the confirmation page.
3. In Salesbuildr, go to Settings → Webhooks and create a new webhook. Paste the URL, add the custom header X-Webhook-Secret with your secret, and subscribe to opportunity.created, opportunity.updated, opportunity.status_changed and quote.ordered.
4. Create or update an opportunity in Salesbuildr and watch it appear in Notion.

Need help? Email [email protected].