Turning Notion Into Your Automated CRM system

Having a CRM is crucial for any service-based business, so in this video, I show how simple creating one CRM in Notion can be and how we can automate every step of the way.
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Chapters:
0:00 Intro (How to build and manage a CRM)
01:56 Build the CRM database with the statuses
04:00 Setting up the views
05:37 How to Use this?
09:27 Automations triggered by Notion
🅽 Resources:
→ Free Blueprint of a Wildly Efficient Agency (you can copy): go.systemify.co/yt
→ Here to all my Notion templates: go.danicanosa.com/templates
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⚙️ 100% recommended internet tools I use almost daily:
- Notion (all my life and business is in there): go.danicanosa.com/notion
- ConvertKit (newsletter + email automation): go.danicanosa.com/ck
- HypeFury (Twitter Automator): go.danicanosa.com/hypefury
- Teachable (host online courses): go.danicanosa.com/teachable
- Readwise (sync highlights w/ Obsidian, Roam, and Notion): go.danicanosa.com/readwise
- Freedom (app blocking): go.danicanosa.com/freedom
- TubeBuddy (RUclips research): go.danicanosa.com/TB
I may get a commission if you purchase any of these softwares through these links.

[@JimHardie1]

Thanks, Dani. Appreciate the level of detail and tuition here

[@DanielCanosa]

I want we all win

[@WillJCopp]

Thanks for this video bro! 👊🏻

[@samiraordahi]

Great video!!

[@DanielCanosa]

Glad you enjoyed it

[@keithgetic9157]

Your videos are very informative! What do you use for your workflow visualization tool?👍

[@DanielCanosa]

whimsical

[@wyatt486]

🙌

[@rashidsrealm1388]

I have a question.
I create a membership database in notion. I have their name, membership start date and some other stuff. The membership end date is being calculated. Then, I have a formula property which returns ‘sent’ if now() is within 30 days of the calculated end date, otherwise it returns ‘not sent’.
If the formula turns to ‘sent’, can Zapier read this and then trigger an email to that person (the email is pulled from a roll up)?

[@DanielCanosa]

I don't know in Zapier. For automations related to notion I use Make.com. You can create an automation there that runs daily and that checks for that particular property being not sent, then the automation will continue. You can do this in the free plan btw

[@DIDAC123456]

Porque usas the:gist? desde make no hay una forma de monitorear los cambios en una base de datos de notion directamente? gracias

[@DanielCanosa]

tendrías que hacer que una automatización comience cada X horas. Gastarás muchos triggers cuando no han habido cambios. Además que los triggers nunca serán instantaneos y dependerán de la frecuencia que hayas seteado en Make

[@DarshanShah10]

The screenshare is too zoomed out, can't make out a thing

[@DanielCanosa]

next videos will be done in a smaller screen to make it easier to see on mobile (on desktop they're fine)

[@DrJohnPollard]

@@DanielCanosa You don't this realize but using "Dark mode" makes your videos impossible to watch. You really need to get out of "black smudge Mode" and do your videos in light mode, if nothing else. I want to get your template but I can't tell what the hell you are doing with your accent and black SMUDGE MODE. That's why you have 6 comments on a 100 comment worth video.

[@NicholasMcGill]

The audio has a high pitched squeel in here - very distracting.

[@DanielCanosa]

Going to look into that... I also hear it. Thanks for pointing it out