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Use Notion AI to build a CRM pipeline

In this tutorial, you will learn how to create a CRM dashboard for your sales pipeline with Notion AI. Instead of manually creating pages, subpages, and toggles, all of this will be done for you using AI prompts.

Step-by-step:

  • Go to Notion.so, open Notion AI, and collapse the side panel for a cleaner workspace

  • Use this prompt: "A CRM pipeline database where I can track leads from first contact through conversion. Add filters for email, type of subscriber, first contact, second contact, did they convert, and why didn't they convert"

  • Click Submit and let Notion AI build the database structure, then agree to suggested additions like follow-up stages and next steps

  • Review the generated "CRM – Sales Pipeline" page and refine fields by changing toggles to checkboxes or adding filters like deal size

Pro Tip: Experiment with prompt styles. For example, instead of saying "create me a CRM," try "create a sales pipeline with Kanban stages" or "build a lead tracker with follow-up reminders." The more specific you are, the better your results.

AI Tools:

Please note that AiNews.com does not endorse the following AI tools. We aim to share the tools we come across that you may find helpful in you work or daily lives.

  • Packaging Design AI: Tell us your brand name, upload your logo, and our AI will intelligently create color schemes and layouts that perfectly match your brand.

  • Kick: Self-driving bookkeeping; Accounting software that does the work for you.

  • FastBots: Train a chatbot agent in minutes using your documents or website. Automatically handle customer questions, capture leads, and support visitors across your site and social platforms.

  • Launch Lemonade: Build AI assistants effortlessly for your business. Grow revenue without growing headcount. Deploy AI agents that actually convert prospects, satisfy clients, and scale your operations.

Our LinkedIn Community is growing - Will you join us? We invite you to join our LinkedIn group to participate in AI discussions and share developments with the rest of the group. Join today!

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