Affinity

Affinity Integrations

  • Create Google Contacts from new people in Affinity

    Ever want to email someone on the go, but don't know the person's email address? Avoid this problem by using this automation, which automatically backs up your Affinity contacts into Google Contacts, with no extra effort.

    *Note: This Zapier integration only exports new contacts created in Affinity.

    How It Works

    1. A new person is created in Affinity
    2. Zapier adds this person into your Google Contacts account with your contact's name and email

    What You Need

    • Affinity
    • Google Contacts
  • Post DMs in Slack whenever a new company is added to your Affinity list

    When collaborating on an Affinity list or pipeline with your team, it can be tough to track whenever a new list entry is created. This integration automatically sends you a new Slack message whenever a company is added to your list, helping you stay on top of any changes.

    How It Works

    1. A new company is added to a list
    2. Zapier sends you a Slack message

    What You Need

    • An Affinity account
    • A Slack account
  • Add notes to Affinity contacts from Evernote

    Scattered notes can lead to scattered sales reps. This integration between Evernote and Affinity transfers new notes from Evernote and attaches them to contacts in Affinity.

    *Note: This Zapier integration doesn't transfer existing notes, only new notes after you've set it up. Additionally, notes in Evernote must be entered in a specific format. The title of the note in Evernote should be the contact's name, and in the text should be the note that you want to put into Affinity.

    How this Evernote and Affinity integration works

    1. A new note with a name and description is created in Evernote
    2. Zapier finds or creates the person in Affinity and attaches the description as a note

    Apps involved

    • Evernote
    • Affinity
  • Export new company list entries from Affinity to Google Sheets

    Data is easier to digest when it's organized. This Zap automatically exports new companies entered into a list on Affinity to a designated Google Sheet. Heads up that currently, only the company's name and website can be exported.

    How this Affinity-Google Sheets integration works

    1. A new company is entered into a list in Affinity
    2. A new row including in the company's name and website is created in a Google Sheet

    Apps involved

    • Affinity
    • Google Sheets
  • Subscribe new people on an Affinity list to MailChimp

    Wish you could send marketing emails to specific people in your Affinity list? After you set this Zapier automation up, new people entered into an Affinity list will automatically be added as subscribers into your MailChimp list. That way, you can keep your leads warm with nurturing emails.

    How It Works

    1. A new entry in an Affinity people list is made
    2. Zapier subscribes this person to your MailChimp list

    What You Need

    • An Affinity account
    • A MailChimp account
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Affinity Integration Details
Beta

Launched on Zapier November 30, 2017

Zapier combines Triggers (like "New List Entry") and Actions (like "Create a Note") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Affinity Triggers, Searches, and Actions are supported by Zapier:

New List Entry

Triggers when a new entry is added onto a List.

New List

Triggers when a new list is added.

New Person

Triggers when a new person is added.

Field Value Changes

Triggers when a field value changes (addition, deletion, or update)

New Opportunity

Triggers when a new opportunity is added.

New Organization

Triggers when a new organization is added.

Find an Organization

Finds an organization by id

Find an Opportunity

Finds an opportunity by id

Find a Person

Finds a person by id

Find an Organization

Finds an organization by name or domain.

Find an Opportunity

Finds an opportunity by name.

Find a Person

Finds a person by name or email address.

Create a Note

Create a new note on a person, organization, or opportunity.

Update an Entity

Update the global or list fields of a person, organization, or opportunity.

New Person List Entry

Add a person to a list. Duplicate entries can be created.

New Opportunity List Entry

Add an opportunity to a list. Duplicate entries can be created.

New Organization List Entry

Add a organization to a list. Duplicate entries can be created.

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Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.