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You can send submission data in order to automatically create a database in a page of your choice by using the Notion native integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on Notion's card.
If you're not currently logged into your Notion account, you'll be prompted to do so.
Once you're logged in, you will be asked to grant access for involve.me to connect to your Notion account.
Proceed by clicking "Select pages". You will then be asked to pick which pages involve.me will be allowed to access. Just tick all pages that apply and select "Allow access" to continue.
Once you finish completing the above steps, you'll be able to see the name of the connection you just created, and a message confirming that Notion was successfully connected.
Good to Know
The database that is generated by Notion sets the columns to alphabetical order by default. You can always adjust the position of these columns and they will remain that way even with new submissions.
The integration will send all data automatically (answers and personal data) into the Notion page that you selected. Submission data is inserted after the last used row.
Since this is an automatic process, it is not possible to specifically choose which data will be sent over to Notion. If you don't want certain data to show on the database, you can simply hide the property with the data in question.
If you have configured a Notion integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated funnel and add a different one.
⚠️ Important: Make sure to not delete or change the name of any columns in your database, in order to avoid formatting issues with new submissions.
When dealing with formatting issues, you can either manually fix it by putting the database back the way it was before any changes were made, or you can create a new one and start from scratch.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me funnel.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.