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Use case · Client intake

Client intake forms that write straight into Notion

Stop copy-pasting client details from email into your Notion CRM. Build a branded intake form in 60 seconds — new clients become rows instantly.

01

60-second setup

Paste your Notion database ID, load your columns, publish. Done.

02

Collect what matters

Name, company, budget, project type, message — all mapped to Notion properties.

03

Instant notification

Get an email the moment a new client submits. Or use webhooks to trigger Slack messages.

What the template includes

  • ✓Name (Notion title property)
  • ✓Email
  • ✓Company
  • ✓Project type (select: Web / Mobile / Design / Consulting / Other)
  • ✓Budget (select: Under $5k / $5k–$20k / $20k–$50k / $50k+)
  • ✓Message

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