Notion is an all-in-one workspace where teams build wikis, manage projects, and run databases. Customer success and operations teams often use Notion to track client accounts, contacts, and key milestones in structured databases: the same structured data that belongs in your CS platform.
The Custify Notion integration treats your Notion databases as a data source, pulling records directly into Custify on a regular sync schedule, just like any other data warehouse.
Customer Success and Revenue Operations teams use this to:
- Sync account and contact databases from Notion into Custify without manual exports
- Keep renewal dates, deal status, and custom fields from Notion in sync with customer profiles
- Feed structured Notion data into health scores, segments, and playbooks
- Maintain Notion as your operational workspace while making key data actionable in Custify
What can I do with Notion and Custify?
The Notion integration lets you import database records into Custify for reporting, segmentation, and automation. Any Notion database can be mapped to Companies, People, Events, or Custom Data.
- Sync your Notion accounts database to create or update Companies in Custify
- Import a contacts database from Notion as People records, linked to the relevant companies
- Pull renewal dates, contract values, or onboarding milestones into Custify as Custom Data
- Log customer interactions or key events stored in Notion as Events in Custify
- Use synced Notion data to trigger playbooks when a status field changes or a date approaches
- Run incremental updates so only modified records are re-imported
Common use cases include:
Account Sync: Pull your Notion accounts or clients database into Custify as Companies, keeping your customer list current without manual work.
Contact Import: Sync a contacts database from Notion into Custify People records, automatically linked to their associated companies.
Renewal and Milestone Tracking: Import renewal dates, contract amounts, or onboarding milestones from Notion as Custom Data, then use them in health scores and playbooks.
Multi-database Sync: Run separate syncs for different databases: Accounts as Companies, Contacts as People, Interactions as Events: from a single connected Notion workspace.
How does Notion work with Custify?
The integration connects to your Notion workspace using an Internal Integration Token with read-only access. You explicitly share each database you want to sync with the integration (a Notion security requirement). Custify reads those databases on a scheduled basis (approximately every 20 minutes). After the first full sync, only records modified since the last run are re-imported.
This is a one-way sync. Data flows from Notion into Custify. Custify never writes to your Notion workspace.
Connection requires:
- An Internal Integration Token (starts with `ntn_`)
- Each database explicitly shared with the integration in Notion
- Supported property types include:
- Text: title, rich text
- Numbers: number
- Options: select, multi-select, status
- Dates: date, created time, last edited time
- Contact: email, phone, URL
- Booleans: checkbox
- Relations: relation (as IDs), rollup
- Computed: formula
- IDs: unique ID
Note: Only database properties (columns) are synced. Page body content is not imported.
FAQ
Do I need to share every database individually?
Yes. Notion requires you to explicitly connect each database to the integration under Connections. This is a Notion security requirement.
Can I sync multiple databases?
Yes. Create multiple syncs from the same source: for example, sync one database as Companies and another as People.
What happens if I rename or add a column?
New columns are not synced automatically, and renamed columns will break existing mappings. Edit the sync in Custify to update your field mapping.
How Do I Activate This Integration?
- In Notion, go to your profile integrations page, create a new Internal integration named something like “Custify Sync,” ensure “Read content” is checked, and copy the token shown after creation.
- For each database you want to sync, open it in Notion, click the three-dot menu, go to Connections, and connect your new integration.
- In Custify, go to Settings > Data Warehouses, click “Add new source,” select Notion, paste your Integration Token, test the connection, and save.
- Click “Add sync,” select the entity type, choose your database, preview the data, map your fields, and save. The first import runs automatically.
