Table of contents
Notion Setup
Notion can be connected from the Services section in ClientSights. Once connected, Notion begins sending activity signals to ClientSights automatically through Notion's webhook framework. Only activity that occurs after the integration is connected, and only on pages explicitly shared with ClientSights, will appear.
Only Admins, Owners, and Executives can initiate this connection.
For an overview of how Notion activity appears in ClientSights, see Notion Overview.
Connecting Notion
Step 1: Start the Connection
- Go to Services in the top navigation
- Find Notion in the list
- Click Connect Notion
Step 2: Authorize ClientSights in Notion
You'll be redirected to Notion to authorize the integration. ClientSights requests read-only access to view selected pages and databases, view comments on those pages, view file activity, and view workspace users and their email addresses for mapping. No write permissions are requested. ClientSights cannot create, edit, or delete anything in your Notion workspace.
The user authorizing the integration must have sufficient permissions in the Notion workspace to grant this access.
Step 3: Choose Pages or Databases
Notion's access model is page-specific, not workspace-wide. During authorization, you select exactly which pages and databases ClientSights can see. You can grant access to entire teamspaces or individual top-level pages.
Important: this grant does not automatically extend to new pages created later. A new top-level page created after setup needs to be shared with ClientSights separately even inside a teamspace you've already shared. This is the most common reason activity appears to be missing for new work.
To add a page or database after initial setup, there's no need to disconnect and reconnect: go to Notion's own Settings → Connections → ClientSights and add the new page or database there directly. ClientSights will begin receiving events for it going forward.
After selecting the pages or spaces to share, click Allow Access to complete authorization.
Step 4: User Mapping
ClientSights imports users from the Notion workspace and matches them to ClientSights users by email. Only person-type users are imported. Notion bot users are excluded automatically.
Open the Users tab to review mappings. For any user that didn't map automatically, select the correct ClientSights profile from the dropdown.
Only mapped users generate scored activity inside ClientSights. If a user isn't mapped yet when their activity arrives, ClientSights holds onto the event and will surface it once mapping is completed, rather than discarding it.
What Happens Next
Once connected, Notion begins sending page edits, property changes, database row activity, comments, and file events to ClientSights but only for the pages and databases explicitly shared during setup.
Activity is processed in batches roughly every 20 minutes, so new activity typically appears on the timeline within that window.
Connection status, shared pages, and user mappings can be reviewed and updated at any time. Page and database sharing changes happen on Notion's side under Settings → Connections → ClientSights, while mapping and connection status are managed from the ClientSights integration page.