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Affinity + Overloop

Create prospects in Overloop campaigns from new list entries in Affinity

Automate the process of manually entering data from Affinity to Overloop. With this integration, when you add a new person to an Affinity list, it will also add the prospect to a new campaign in Overloop.

Automate the process of manually entering data from Affinity to Overloop. With this integration, when you add a new person to an Affinity list, it will also add the prospect to a new campaign in Overloop.

  1. When this happens...
    AffinityAffinity
    New List Entry

    Triggers when a new entry is added onto a List.

    TriggerScheduled
  2. automatically do this!
    OverloopOverloop
    Enroll Prospect

    Enroll a prospect in a workflow.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Affinity triggers, actions, and search

    New Organization

    Triggers when a new organization is added.

    Trigger
    Scheduled
    Try It
    • ListRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Action
    Write
    • ListRequired

    Trigger
    Scheduled
    Try It
    • OpportunityRequired

    Action
    Write
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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