GAIAでHubSpot + Notionを自動化
Sync HubSpot CRM data to Notion docs and document deals and customer research
Sales and revenue teams use HubSpot to track deals and contacts while using Notion for account research, meeting notes, and internal documentation. Without automation, CRM data has to be manually copied into Notion pages and Notion research stays disconnected from the HubSpot records it relates to. The result is duplicated effort and a knowledge base that rarely reflects the current state of the pipeline.
GAIA connects HubSpot and Notion so CRM data flows into your knowledge base automatically. When a new deal is created in HubSpot, GAIA creates a corresponding Notion page with deal details, contact information, and a research template. As the deal progresses, GAIA updates the Notion page with stage changes and activity summaries so the account documentation stays current without manual input.
This integration is ideal for account executives who maintain detailed deal documentation, sales enablement teams building account playbooks, and revenue operations teams who want their knowledge base to reflect live CRM data.
5 自動化できること
HubSpotとNotionが接続されているときにGAIAができるすべてのこと。
Create Notion deal pages from HubSpot opportunities
When a new deal is created in HubSpot, GAIA automatically creates a Notion page with the deal name, value, stage, associated contacts, and a structured research template so account documentation starts immediately.
Sync HubSpot contact data to Notion databases
GAIA keeps a Notion database of HubSpot contacts synchronized with CRM data — company, title, deal stage, last activity — so team members can research accounts from Notion without switching to HubSpot.
Document deal stage changes automatically
When a HubSpot deal advances to a new pipeline stage, GAIA appends a stage change entry to the linked Notion deal page with the date and any notes from HubSpot, building a complete deal history.
Pull HubSpot activity summaries into Notion
GAIA aggregates recent HubSpot email, call, and meeting activity for an account and posts a weekly summary to the Notion account page, giving the team a consolidated view of customer engagement.
Competitive research integration
When a HubSpot deal is linked to a competitor, GAIA retrieves the relevant Notion competitive research page and attaches a link to the HubSpot deal record so reps can access battlecards from the CRM.
設定方法
HubSpotとNotionを3ステップでGAIAに接続。
- 1
Connect HubSpot and Notion to GAIA
Authorize GAIA to access your HubSpot portal and Notion workspace. Map HubSpot deal pipelines and contact properties to Notion database fields.
- 2
Configure page templates and sync triggers
Define the Notion page template for new deals, choose which HubSpot events trigger Notion updates, and set the database where contact and deal records should be maintained.
- 3
GAIA keeps CRM and knowledge base in sync
GAIA monitors HubSpot for deal and contact changes and updates Notion automatically, so your knowledge base always reflects the current state of your pipeline without manual data entry.
