Every time a new contact lands in your CRM, Make automatically creates a matching page in Notion (your team's shared workspace) with all their details pre-filled. Your team sees the customer info right where they do their work — no copy-paste needed.
Set up a customer database in Notion with columns for name, email, phone, company, and status
Open Make and start a new scenario with Efficy (your CRM) as the trigger
Set the trigger to fire when a new contact is created in Efficy
Add a Notion action to create a new page in your customer database
Map each CRM field to the matching Notion column
Activate the scenario and run a test with a real contact
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut time on manual contact setup and give your team instant access to fresh customer data.
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