All integrations

Notion

Soon

Centralize briefs, content and shared knowledge bases.

CRM & email
Authentication
OAuth 2.0
Setup time
~2 min
Category
CRM & email

Setup

Setup takes a few minutes. Each step unlocks new capabilities: the integration gets more powerful as you go.

  1. 1

    Authorize access Upcoming

    Connect your Notion account via OAuth 2.0. getMax receives a secure, revocable token: no password is stored.

  2. 2

    Select accounts Upcoming

    Choose the accounts, properties or spaces your agents can manage.

  3. 3

    Map the data Upcoming

    getMax aligns your fields and categories with its model. The default mapping fits most cases, adjustable at any time.

  4. 4

    Activate the agents Upcoming

    The features below go live. Your agents start working in Notion immediately.

Requested access

getMax only requests the permissions the agents need to work. Every access is revocable at any time.

Read & write contacts Create and enrich contacts and companies from inbound leads.
Read + write
Manage deals & pipeline Move opportunities forward and trigger follow-ups.
Read + write
Read & send emails Personalized sequences with open and reply tracking.
Read + write
Read activities Interaction history to score and prioritize leads.
Read

Synced data

What flows between Notion and getMax, in which direction and how often.

Contacts & companies Two-way

Records synced and deduplicated both ways.

Sync : Real time
Deals & pipeline Two-way

Stages, amounts and probabilities kept up to date automatically.

Sync : Real time
Emails & sequences Export

Campaigns and follow-ups sent and tracked.

Sync : Real time
Scoring & activities Import

Engagement fed back to prioritize hot leads.

Sync : Hourly

Enabled features

Once connected, here is what this integration lets your agents do automatically.

Lead qualification Lisa enriches, scores and routes every lead to the right sequence. Powered by Lisa
Automatic follow-ups Email sequences triggered at the right time based on behavior. Powered by Lisa
Workflows Jade syncs the CRM with the rest of your stack in real time. Powered by Jade