Affinity

CRM (Customer Relationship Management)

Add new Affinity persons to a list whenever a new person is added in Affinity

Stay organized and efficient with this workflow that activates whenever a new person is added in Affinity. This process promptly inputs the new person’s information to your Affinity list, whether it's an individual, organization, or opportunity, making it simple to keep track of who and what's new. Gain control of your data without excess work, and let this automation streamline your Affinity interactions for you.

Stay organized and efficient with this workflow that activates whenever a new person is added in Affinity. This process promptly inputs the new person’s information to your Affinity list, whether it's an individual, organization, or opportunity, making it simple to keep track of who and what's new. Gain control of your data without excess work, and let this automation streamline your Affinity interactions for you.

  1. When this happens...
    AffinityAffinity
    New Person

    Triggers when a new person is added.

    TriggerPolling
  2. automatically do this!
    AffinityAffinity
    Add a Person, Organization, or Opportunity to a List

    Add a person, organization, or opportunity to a list. Duplicate entries can be created.

    ActionWrite
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Supported triggers and actions

    • ListRequired

    Trigger
    Polling
    Try It
    • OpportunityRequired

    Action
    Write
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About Affinity

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

Related categories

  • CRM (Customer Relationship Management)

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