Affinity + Crelate
Create a person in Affinity for every new contact in Crelate
Boost efficiency in managing your workflow with Crelate and Affinity. When a new contact is added in Crelate, this setup promptly creates a person in Affinity. This integration offers a seamless transfer of data between your favorite apps, helping you keep your contact lists up-to-date and organized.
Boost efficiency in managing your workflow with Crelate and Affinity. When a new contact is added in Crelate, this setup promptly creates a person in Affinity. This integration offers a seamless transfer of data between your favorite apps, helping you keep your contact lists up-to-date and organized.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Create a Person
Create a new person. Use a Search if you do not want duplicates to be created.
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- 14 day trial for premium features & apps
New Company
Triggers when a company is created.
Try ItNew Contact
Triggers when a contact is created.
Try ItNew Job
Triggers when a job is created.
Try ItNameRequired
External ID
Description
Company Type
Parent Company
Billing Contact
Street Address
City
State
Zip Code
Main Phone
Fax
Sales Email
Sales Phone
Support Email
Support Phone
Other Email
Skype Phone
Website
Blog
LinkedIn
Facebook
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Try ItUpdated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Try ItUpdated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Try ItFirst NameRequired
Middle Name
Last Name
Salutation
External Id
Current Position Title
Current Company
Street Address
City
State
Zip Code
Mobile Phone
Work Phone
Personal Email Address
Work Email Address
Other Email Address
Personal Website Url
Business Url
Blog Url
Facebook Url
LinkedIn Url
Birthday
Anniversary Date
Salary
