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How to capture leads on a Notion page

October 20, 2025
How to capture leads on a Notion page

How to capture leads on a Notion page

If you need to capture leads on a Notion page, the fastest way is to share it through Send with a viewer gate. You add your Notion page to Send, require name and email, and share one tracked link with AI Chat alongside the page. You get clear analytics, instant alerts, and automation—so follow‑ups are timely and calls are better prepared.

When this is useful

  • You want name and email before someone views a Notion page
  • You need tracking on who viewed and what they cared about
  • You want AI to answer questions about the page 24/7
  • You plan to replace or update the page later without changing the link

Step-by-step

  1. Sign up for Send.co

  2. Set your viewer gate.

  3. Add Suggested Questions to steer attention.
    Optional

  4. Attach an AI Profile (optional but powerful).

  5. Configure permissions.

  6. Personalize the link when you know the viewer.

  7. Share the link.

  8. Watch analytics and alerts.

  9. Automate your CRM.

  10. Update content without breaking the link.

Why this is faster with Send

  • Readers get to answers immediately with AI Chat and Suggested Questions, so you spend less time re‑explaining.
  • You see who viewed, what they asked, and which sections drew attention, so you prioritize the right follow‑ups.
  • One link, versionless. Replace content anytime without link churn.

What good looks like (quick checklist)

  • Gate requires name and email
  • Suggested Questions include pricing, next steps, and contact options
  • AI Profile includes calendar link and 1–2 case study links
  • Download and print disabled for sensitive content
  • Webhooks enabled to log opens in your CRM

Troubleshooting & tips

  • People aren’t filling the form: lower friction by personalizing links for known contacts and using the gate for unknown viewers.
  • Low engagement: add clearer Suggested Questions like pricing, timeline, and guarantees to pull readers to key answers.
  • Confusion about answers: update your AI Profile instructions so AI Chat responds with the most helpful context and links.
  • Sensitive content: enable disable download and print. Keep the gate on.

Integrations & automation

  • Turn on webhooks to send "document open" or "link open" events to Zapier, Make, or Clay. Create or update contacts, add activities, or trigger alerts and sequences immediately.

Privacy and controls

  • Viewer gates can require name, email, and phone. You can hide the page until info is provided.
  • Disable printing and downloading when needed.
  • Personalize links with a custom slug for known recipients.
  • Replace files under the same link to avoid version chaos.

Call to action

  • Start free and add your first Notion page to Send today. Mention there’s AI chat inside when you share the link.

FAQ

  • How does Send speed up this workflow?
  • Can I require name and email before viewing?
  • Can I replace content without changing the link?
  • What analytics do I get?
  • Can I push views into my CRM?