• ProAgentSolutions logoProAgentSolutions logo
  • Affinity logoAffinity logo

ProAgentSolutions + Affinity Integrations

How to connect ProAgentSolutions + Affinity

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  • ProAgentSolutions triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    Create Activity
    Creates a new activity.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Find Contact
    Finds a contact using an email address.
    Action
    Search
  • ProAgentSolutions triggers, actions, and search
    Find or Create Contact
    Finds a contact using an email address.
    Action
    Search or write
  • Affinity triggers, actions, and search
    New Organization
    Triggers when a new organization is added.
    Trigger
    Scheduled
  • Affinity triggers, actions, and search
    Field Value Changes
    Triggers when a field value changes (addition, deletion, or update)
    Trigger
    Scheduled
  • Affinity

    Triggers when a new entry is added onto a List.

    Scheduled

    Trigger

  • Affinity

    Triggers when a new list is added.

    Scheduled

    Trigger

  • Affinity

    Triggers when a new opportunity is added.

    Scheduled

    Trigger

  • Affinity

    Triggers when a new person is added.

    Scheduled

    Trigger

  • Affinity

    Add a organization to a list. Duplicate entries can be created.

    Scheduled

    Action

  • Affinity

    Add an opportunity to a list. Duplicate entries can be created.

    Scheduled

    Action

  • Affinity

    Add a person to a list. Duplicate entries can be created.

    Scheduled

    Action

  • Affinity

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

    Scheduled

    Action

  • Affinity

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

    Scheduled

    Action

  • Affinity

    Create a new note on a person, organization, or opportunity.

    Scheduled

    Action

  • Affinity

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

    Scheduled

    Action

  • Affinity

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

    Scheduled

    Action

  • Affinity

    Update the global or list fields of a person, organization, or opportunity.

    Scheduled

    Action

  • Affinity

    Finds an organization by name or domain.

    Scheduled

    Action

  • Affinity

    Find a specific person, organization, or opportunity on a list.

    Scheduled

    Action

  • Affinity

    Finds an opportunity by name.

    Scheduled

    Action

  • Affinity

    Finds a person by name or email address.

    Scheduled

    Action

  • Affinity

    Finds an organization by id

    Scheduled

    Action

  • Affinity

    Finds an opportunity by id

    Scheduled

    Action

  • Affinity

    Finds a person by id

    Scheduled

    Action

  • Affinity

    Finds an organization by name or domain.

    Scheduled

    Action

  • Affinity

    Find a specific person, organization, or opportunity on a list.

    Scheduled

    Action

  • Affinity

    Finds an opportunity by name.

    Scheduled

    Action

  • Affinity

    Finds a person by name or email address.

    Scheduled

    Action

How ProAgentSolutions + Affinity Integrations Work

  1. Step 1: Authenticate ProAgentSolutions and Affinity.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
pro-agent-solutions logo
pro-agent-solutions logo

About ProAgentSolutions

Pro Agent Solutions helps real estate agents and brokers manage their customer relationships, stay organized and generate leads so they can sell more homes.
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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