Connect ChatAgent to Notion to keep your team’s knowledge base and customer data in sync.
| Data |
To Notion |
| Contacts |
Create/update Notion database entries |
| Orders |
Log orders in a Notion database |
| Conversations |
Summarize key conversations |
| Campaign results |
Track outbound campaign metrics |
- Go to Settings → Integrations → Notion
- Click Connect Notion
- Log in with your Notion account
- Select the workspace to connect
- Choose a database for contacts (or let ChatAgent create one)
- Configure sync settings
- Activate
ChatAgent can create Notion databases for you, or use existing ones.
| Property |
Type |
Description |
| Name |
Title |
Customer name |
| Phone |
Phone |
WhatsApp number |
| Email |
Email |
If collected |
| Orders |
Number |
Total orders |
| Total Spent |
Number |
Lifetime revenue |
| Tags |
Multi-select |
Applied tags |
| Last Active |
Date |
Most recent activity |
| Property |
Type |
Description |
| Order ID |
Title |
Unique identifier |
| Customer |
Relation |
Link to contacts database |
| Products |
Rich text |
Items ordered |
| Total |
Number |
Order amount |
| Status |
Select |
Pending, fulfilled, cancelled |
| Date |
Date |
Order date |
- ChatAgent → Notion (default) — push data to Notion
- ChatAgent ↔ Notion — two-way sync (experimental)
- Use Notion’s views — create table, board, and calendar views of your data
- Link databases — connect contacts and orders for richer context
- Automate with Notion — use Notion’s built-in automations on synced data
- Google Sheets — alternative for data logging
- n8n — build custom automations
- API — build your own integrations