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Affinity + monday.com

Create Affinity opportunities from new items in monday.com boards

Effortlessly manage your sales pipeline by connecting monday.com and Affinity with this powerful workflow. When a new item is added to your monday.com board, an opportunity will be created in Affinity, ensuring your sales team is always up-to-date with the latest leads. Simplify your process and increase efficiency with this seamless integration.

Effortlessly manage your sales pipeline by connecting monday.com and Affinity with this powerful workflow. When a new item is added to your monday.com board, an opportunity will be created in Affinity, ensuring your sales team is always up-to-date with the latest leads. Simplify your process and increase efficiency with this seamless integration.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    AffinityAffinity
    Create a Opportunity

    Create a new opportunity. Use a Search if you do not want duplicates to be created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    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.
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Related categories

  • CRM (Customer Relationship Management)

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