Customer Onboarding Ops (HubSpot + Notion)

Connect HubSpot with Notion

Two-way sync HubSpot with Notion so onboarding timelines, playbooks, and customer context flow between your CRM and your workspace automatically.

CRM
Spreadsheet

Trusted by modern customer success teams

Vanta
Series C
$350M
Webflow
Series C
$330M
Descript
Series C
$100M
Close
Deepgram
Series B
$72M
Gorgias
Series C
$30M
Givebutter
Series A
$50M
Clay
Series B
$86M
Fiddler
Series B
$65M
Wrapbook
Series B
$100M
Why Whalesync

Onboarding lives in Notion. The record lives in HubSpot. Sync both

Run dozens of concurrent onboardings from Notion databases (one customer runs 70 at once) while every status, date, and note lands back on the HubSpot record, so sales, support, and CS all see the same truth.

Instant updates

Close more deals and give better customer support with instantly updated data.

Two-way sync

Truly connect your CRM and no-code tool.

Field permissions

Limit access to only the fields you want editable.

Connectors

Your CRM and your workspace connected

Live

HubSpot

CRM

HubSpot is a leading CRM platform for marketing, sales, and service. Whalesync two-way syncs its contacts and deals with Airtable, Notion, and more.

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Live

Notion

Spreadsheet

Notion is an all-in-one workspace for docs, wikis, and databases. Whalesync two-way syncs its databases with Airtable, HubSpot, Webflow, and more.

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Build enterprise-grade integrations

How it works

Start syncing in minutes

We built Whalesync specifically to help operators sync data, so all you have to do is connect your apps, map your data, and turn sync on.

1

Choose apps

Choose the apps you want to sync from our growing library of connectors.

HubSpot
HubSpot
2

Map fields

Select the tables and fields that map together to fit your workflow.

HubSpot
Notion
3

Start syncing data

Turn syncing on and watch your data instantly update across your apps.

HubSpot x Notion
HubSpot
HubSpot
HubSpot
Notion
HubSpot x Notion
Security + Scale

Built for Enterprise

Sync your data with top-grade security, dedicated support, and SSO.

Whalesync Enterprise

Security

Enterprise-grade data safety with SOC 2 Type II, GDPR compliance, and encryption at rest monitored by Vanta.

Scale with support

Easily manage issues at scale, while knowing you have a dedicated account manager on stand by to support.

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Level up your operations

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Customer 360

Build a reliable customer 360 by two-way syncing Salesforce with HubSpot and the rest of your stack. Every tool gets clean, current data.

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Streamlining Ops

Two-way sync Airtable with Salesforce so ops teams work with live CRM data. Streamline workflows and help customers faster, no code required.

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Give every customer a synced start

Keep onboarding plans in Notion and customer records in HubSpot, without double entry.