#general

General Discussions & Topics

Thread

Jordan Miller January 21, 2026 at 04:13 PM

Has anyone built a customer advocate directory in Notion or Google Drive that are synced well to your CRM/other tools? I want to enrich with details like emails, location, health score, partnership tier, etc without manual updates.

Would love to see what yours looks like if you have a good system 🙏

Jordan Miller January 21, 2026 at 05:12 PM

We're on HubSpot! Unfortunately though a lot of our product and post-sales data is spread across other tools (metabase, retool) so I want something that's very well connected to pull in from multiple studios.

Jordan Miller January 21, 2026 at 05:13 PM

<@U07V02XU2CB> have you started setting it up? I'd love to get a sneak peek if you're open to it 👀

Jordan Miller January 21, 2026 at 05:19 PM

Please do! 🙏 I'll do the same when I get cracking

Mary Green (Owner CMAweekly) January 21, 2026 at 07:23 PM

I did this in Google Sheets years ago. But I did the updates manually. Airtable has done this with syncing to other tools though.

Jordan Miller January 21, 2026 at 07:26 PM

Yeah I'm leaning toward AirTable... the manual updates will kill me 😂

Jordan Miller January 21, 2026 at 07:43 PM

What's the reason? just to ditch an extra tool, or was there some specific limitation?