> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Notion Integration

> All-in-one workspace for notes & databases

![Notion](https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/notion.svg?fit=max\&auto=format\&n=T1yKN7sdBmMTM8cv\&q=85\&s=e367e3cd929ef818a4aabd43415f0675)

[Visit Notion](https://www.notion.so)

## Overview

Connect your OrbitForms forms to Notion and automatically add submissions as pages in your databases. Perfect for tracking leads, managing requests, or building custom workflows in your team workspace. OrbitForms offers two ways to integrate with Notion: **Integration Page** for direct form-to-database connections and **Workflows** for advanced routing and filtering.

> [card] Create Pages
>
> Automatically create new pages in your Notion database from form submissions

> [card] Property Mapping
>
> Map form fields to any Notion property including selects, dates, and more

> [card] Rich Text Support
>
> Long-form responses are added as rich text content in the page body

> [card] Workflow Integration
>
> Use with AI qualification and enrichment before sending to Notion

## Choose Your Integration Method

Notion can be set up in two ways. Choose based on your needs:

> [card] Integration Page
>
> Use the Integration page when you want to send **all form submissions** directly to Notion without any filtering.
>
> * Simple 1:1 form-to-database mapping
> * No need for lead qualification first
> * Fastest setup for basic tracking
>
> [Set up Integration](#step-1-create-a-notion-integration)

> [card] Workflows
>
> Use Workflows when you need **filtering, enrichment, or AI qualification** before sending to Notion.
>
> * Filter by lead score or qualification
> * Enrich leads before sending (Clay, etc.)
> * Use AI SDR qualification first
> * Route different leads to different databases
>
> [Learn more about Workflows](#using-notion-with-workflows)

## Step 1: Connect Notion in OrbitForms

OrbitForms connects to Notion via OAuth — no API tokens to create or copy. You'll authorize the connection and choose which pages and databases to share during Notion's authorization flow.

**1. Go to Integrations in OrbitForms**

From your dashboard, click "Integrations" in the left sidebar.

**2. Find Notion**

Scroll down or search for "Notion" in the integrations list.

**3. Click to configure**

Click on the Notion card to open the configuration panel.

**4. Click "Connect Notion"**

Click the "Connect Notion" button. You'll be redirected to Notion's authorization page.

**5. Authorize and select pages**

In Notion, select the pages and databases you want to share with OrbitForms, then confirm. Only the databases you select here will be available for mapping.

**6. Return to OrbitForms**

You'll be redirected back to OrbitForms with a "Connected to Notion" confirmation showing your workspace name.

> [!NOTE]
>
> **Need to share another database later?** Open the database in Notion, click the "..." menu → "Add connections" (or "Connect to") and select the OrbitForms connection — or click "Reconnect" in the Notion integration settings to re-run the authorization flow and select more pages.

## Step 2: Configure Form Field Mapping

Map your form fields to your Notion database properties. Each form field can be connected to a specific property in your database.

**1. Select a form to configure**

After connecting, you'll see a list of your forms. Click on the form you want to connect to Notion.

**2. Select your database**

Choose which Notion database should receive the form submissions from the dropdown.

**3. Map the Title field (required)**

Every Notion database needs a Title property. Map a form field (like Name or Email) to serve as the page title.

**4. Map additional fields**

Map other form fields to their corresponding database properties. Match field types where possible (email to Email, dates to Date, etc.).

**5. Click Save**

Click "Save" to save your mapping. New form submissions will now create pages in your Notion database.

### Supported Property Types

OrbitForms supports mapping to these Notion database property types:

| Property Type | Description | Best For |
| - | - | - |
| Title | Primary name field (required) | Name, Subject, Email |
| Text (rich text) | Text content | Company, Messages, Notes |
| Number | Numeric values | Amounts, Counts, Scores |
| Email | Email addresses | Contact email |
| Phone | Phone numbers | Phone number fields |
| Select | Single choice from options | Status, Type, Source |
| Multi-select | Multiple choices | Tags, Interests |
| Status | Status options | Pipeline stage |
| Date | Date values | Submitted at, Deadline |
| Checkbox | Boolean true/false | Subscribed, Agreed |
| URL | Website links | Website, Portfolio |

## Using Notion with Workflows

For advanced use cases, add Notion as a destination in your workflows. This gives you more control over which submissions get sent to Notion.

Use workflows when you need to:

* Send only qualified leads to your Notion database
* Include enriched data from Clay, Clearbit, or other sources
* Route different form submissions to different Notion databases
* Combine with other destinations like CRMs in a single flow
* Use AI SDR to classify leads before adding to Notion

### Adding Notion to a Workflow

**1. Create or open a workflow**

Go to Workflows in your dashboard and create a new workflow or open an existing one.

**2. Add a trigger**

Set up a Form Submission trigger for the form(s) you want to connect.

**3. Add any intermediate steps (optional)**

Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.

**4. Add Notion destination**

Click the + button and select Notion from the destinations list.

**5. Configure the Notion node**

Select your database and map your fields. You can use enriched data from previous nodes.

**6. Save and activate**

Save your workflow and toggle it to Active. Submissions will now flow through your workflow.

> [!TIP]
>
> **Example: Lead Tracking Database** — A common workflow that enriches and qualifies leads before adding to Notion:
>
> Form Submission → AI Agent (Qualify) → Clay (Enrich) → Notion

## Verifying Your Integration

After setting up your integration, verify that pages are being created in your Notion database:

**1. Submit a test form**

Fill out and submit your form with test data to trigger a page creation.

**2. Open your Notion database**

Go to the database you connected and look for the new page.

**3. Verify the page data**

Check that the page was created with the correct property values from your form submission.

## Troubleshooting

> [accordion] Database not appearing in dropdown?
>
> Make sure you've shared the database with your integration. Open the database in Notion, click the "..." menu, then "Add connections" and select your integration.

> [accordion] Connection expired or workspace access revoked?
>
> If the connection stops working, open the Notion integration settings in OrbitForms and click "Reconnect" to re-run the OAuth authorization flow. Your existing form mappings are preserved.

> [accordion] Pages not appearing in database?
>
> Check that your form has a valid mapping saved. Also verify the Title field is mapped — Notion requires a Title property for every page.

> [accordion] Select values not matching?
>
> For Select and Multi-select properties, the option must already exist in your Notion database or it will be created automatically. Make sure the values match exactly (case-sensitive).

> [accordion] Long text getting truncated?
>
> For long-form content like messages or notes, use a Rich Text property type instead of Text. Rich Text supports longer content and formatting.

## Resources

> [card] [Manage Connections in Notion](https://www.notion.so/profile/connections)
>
> See and manage apps connected to your workspace

> [card] [Notion Connections Guide](https://developers.notion.com/docs/authorization)
>
> How Notion OAuth authorization works

> [card] [Notion Database API Reference](https://developers.notion.com/reference/database)
>
> Developer documentation

> [card] [Notion Website](https://www.notion.so)
>
> Visit Notion

***

**Ready to Connect Notion?** Set up Notion in minutes and start automatically adding form submissions to your databases. [Get Started](https://app.useorbitcrm.ai/signin)


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