Save 3 hours/week on manual contact setup and give your team instant access to fresh customer data.
~3 hrs
Saved / wk
Easy
Setup
No AI
AI
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.
~3 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Set up a customer database in Notion with columns for name, email, phone, company, and status
Step 2: Open Make and start a new scenario with Efficy (your CRM) as the trigger
Step 3: Set the trigger to fire when a new contact is created in Efficy
Step 4: Add a Notion action to create a new page in your customer database
Step 5: Map each CRM field to the matching Notion column
Step 6: Activate the scenario and run a test with a real contact
Upgrade to Plus for AI-powered step-by-step guides
See PlansNotion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
