This automation helps sales teams running a Notion CRM by creating a contact record the instant a new lead arrives.
What's Included
- Lead trigger: Fires from a form, email, or task that signals a new lead.
- Field parsing: Extracts name, company, email, and source into Notion properties.
- Stage default: Sets the deal stage to New so your pipeline view updates.
- AI research: An agent can enrich the record with a short company summary.
How To Use
- Connect your lead source and Notion CRM database.
- Map incoming fields to Notion properties.
- Set the default pipeline stage and owner.
- Enable the automation to capture every lead.
Combine it with automations that schedule follow-ups, or browse the community for CRM templates to clone.
