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Affinity + Overloop

Add persons to Affinity when new prospects are added to Overloop

Automate the necessary steps so you do not have to manually enter new prospects from Overloop into Affinity. With this integration, once you enter a new prospect in Overloop it will create a new person in Affinity.

Automate the necessary steps so you do not have to manually enter new prospects from Overloop into Affinity. With this integration, once you enter a new prospect in Overloop it will create a new person in Affinity.

  1. When this happens...
    OverloopOverloop
    Prospect Created

    Triggers when a new prospect is created.

    TriggerScheduled
  2. automatically do this!
    AffinityAffinity
    Create a Person

    Create a new person. 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?
  • Overloop triggers, actions, and search

    Deal Created

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Overloop triggers, actions, and search

    New Exclusion List Item

    Triggers when a new exclusion list item is created.

    Trigger
    Scheduled
    Try It
affinity logo
affinity logo

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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overloop logo
overloop logo

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

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