Track and update associations between Notion pages and HubSpot records in CRM
Keep track of Notion page properties directly in associated HubSpot records
Posted by
Oleh MotnykRelated reading
Automate and streamline the creation of Notion pages directly from HubSpot
Create Notion pages and database items directly from HubSpot workflows
Update Notion database item status based on HubSpot record properties
Move the Notion database item to the next status as the record progresses through the HubSpot lifecycle
One of the most powerful features of the Linkle integration is the ability to view and manage your Notion pages directly within HubSpot CRM records. This custom UI extension creates a seamless bridge between your CRM data and your Notion workspace, eliminating the need to constantly switch between applications.
Let's set up this game-changing feature that will transform how you work with connected data!
What does this feature do?
The Linkle integration cards appear directly on your HubSpot record pages (contacts, companies, deals, tickets, etc.) and provide:
• Real-time preview of associated Notion pages 📄
• Direct access to Notion page properties and content 🔗
• Status and property tracking of linked Notion database items 📊
• Quick navigation to full Notion pages with one click 🚀
Add integration cards to record pages
Go to any HubSpot record page (Contact, Company, Deal, etc.) where you want to display associated Notion pages. Click Customize record the top right corner of the middle section and select the view you want to customize.
On the customization screen, there are two places where you can add Linkle card - right sidebar and middle column. Click Add card button in any of those sections and find Linkle card in Apps card types section to add the card to the desired location.
Pro tip: Place the Linkle card in the left sidebar for quick access, or in the main content area for a more prominent display of your Notion pages. By default, the card will be added to the very end of the section but you can drag the card to the desired location on the record page.
How the integration cards work
Information displayed in the cards
Once installed, the integration cards will automatically display any Notion pages that are associated with the current HubSpot record. This includes:
• Pages created throughHubSpot workflows
• Manually linked Notion pages via Linkle UI extension cards
Each card shows the page title, last modified date, and provides a direct link to open the full page in Notion. If the page is a part of the database, the card is also going to show page properties(e.g. status, due date, etc.)
Associating Notion pages with HubSpot records
The same HubSpot record can be associated with multiple Notion pages just like you can associate multiple HubSpot records with the same Notion page.
Important: The integration cards will only allow you to associate Notion pages that have been:
- • Shared with the Linkle integration
- • Part of a database shared with the Linkle integration
- • Created through the integration (e.g. through HubSpot workflows)
Removing associations between Notion pages and HubSpot records
You can remove the association between Notion page and HubSpot record by clicking the Remove association button in the Linkle card.
Perfect! You're all set up!
Your HubSpot records now have superpowers! 🦸♀️ You can see associated Notion pages, track their status, and navigate seamlessly between your CRM and workspace.
This integration card works beautifully with pages created throughautomated workflows and provides the perfect view into your connected data ecosystem.
Ready to take it further? Set upautomated status updates to keep your Notion database items in sync with HubSpot lifecycle changes!