Which plan do I need for Notion sync?
CRM sync is a Pro plan feature, and the 7-day trial includes it. On Starter and Growth you cannot connect Notion until you upgrade. See the pricing page for current plan prices.
CRM integration
Notion sync for Instagram, WhatsApp and Messenger leads
The short answer
Instant Reply writes each qualified lead into a Notion database you choose, as a new page with name, email, phone, source and a link back to the conversation. The latest customer message goes in the page body. Pages are added, never matched, so a conversation that keeps syncing can leave several pages. Pro plan.
Last verified
What gets sent to Notion
This is the default field map. In the workspace you can switch individual fields off or, where Notion allows it, point them at another destination. Empty values are skipped.
| Instant Reply has | Lands in Notion as |
|---|---|
| Name | "Name" title property (falls back to email, then phone) |
| "Email" property | |
| Phone | "Phone" property |
| Source | "Source" text property |
| Conversation link | "Conversation URL" property |
| Latest message | Page body |
Set up
- 1Open Integrations and choose Notion, then share your leads database with the Instant Reply integration on Notion's consent screen.
- 2Pick the database that should receive leads. Leads cannot sync until you do.
- 3Make sure the database has properties named Name, Email, Phone, Source and Conversation URL with matching types.
Plan and limits
- Included on Pro ($349/month, $3,490/year) and during the 7-day trial.
- Not available on Free, Creator, Starter, Growth or the developer plans.
- Owners and admins connect the CRM. Members can see each lead's sync status.
What the Notion connector does not do
- It only sends data out. Changes you make in the CRM do not flow back into Instant Reply.
- It does not copy the whole message thread. It sends the latest message and a link back to the conversation.
- It does not look for an existing page. Every sync adds a new page, and a sync can run after each new customer message, so one conversation can appear several times.
- Customer interest and preferences are not written to Notion.
Notion sync questions
When does a conversation sync?
Once Instant Reply treats a conversation as a lead and it appears in the Customers view. After that, the sync runs again as new customer messages arrive, so the record reflects the latest message.
Will Notion get a new page every time a lead syncs?
Yes. The Notion connector creates a page per sync and does not search for an earlier one. Because a sync can follow each new customer message, one conversation can produce several pages. A view grouped by the Conversation URL property shows the repeats.
What does my Notion database need before syncing works?
Share the database with the Instant Reply integration, select it inside Instant Reply, and give it properties called Name (title), Email, Phone, Source and Conversation URL. Notion rejects a write when a property name does not exist, and Instant Reply shows that sync as failed.
Is the whole conversation copied into Notion?
No. Only the customer's latest message goes into the page body, plus the link back to the conversation in Instant Reply.
Can Notion changes flow back to Instant Reply?
No. The connection is outbound only.
Keep reading
- CRM integration feature page. The sync workflow and field mapping in one place.
- Pricing and plan limits. Pro is the plan that unlocks CRM sync.
- HubSpot sync. Updates matching records.
- Pipedrive sync. Updates matching records.
- Airtable sync. Adds a new entry per sync.
- Zoho CRM sync. Updates matching records.