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Set up your first integration
Quickly connect Affinity to Airtable with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Affinity with Airtable - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Organization" from Affinity.
Add your action
An action happens after the trigger—such as "Add Comment to Record" in Airtable.
You’re connected!
Zapier seamlessly connects Affinity and Airtable, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Organization
Triggers when a new organization is added.
Try ItTriggerPolling - ListRequired
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerPolling - OrganizationRequired
ActionWrite
- ListRequired
Try ItTriggerPolling- New List
Triggers when a new list is added.
Try ItTriggerPolling - New Person
Triggers when a new person is added.
Try ItTriggerPolling - OpportunityRequired
ActionWrite
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Practical ways you can use Affinity and Airtable
Track new organizations from Airtable
When a new organization is added in Affinity, Zapier creates a matching record in Airtable. This provides a consolidated view of business relationships and resources, helping owners stay organized and efficient.
Business OwnerSync new project data to CRM
When a new project is added to Airtable, Zapier automatically creates a corresponding organization entry in Affinity. This ensures your team stays aligned on both project details and contacts, reducing manual entry and saving time.
Project ManagementUpdate CRM with Airtable changes
When a record is updated in Airtable, Zapier automatically updates the corresponding entry in Affinity. This keeps sales data consistent and up-to-date across tools, aiding in smoother team collaboration and decision making.
Sales OpsLearn how to automate Airtable on the Zapier blog
Frequently Asked Questions about Affinity + Airtable integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Affinity and Airtable
How do I set up Affinity integration with Airtable?
To set up an integration, you'll first need to connect both your Affinity and Airtable accounts to our platform. Once connected, you can create a Zap by selecting a trigger event in Affinity—such as a new contact being added—and an action in Airtable, like creating a new record. This ensures data flows seamlessly between the two applications.
What kind of triggers are supported from Affinity for this integration?
We support several triggers from Affinity including when a new contact is added, when an opportunity status changes, or when a note is created. Each of these triggers can initiate actions in Airtable to automate your workflows.
Can I update existing records in Airtable via the integration?
Yes, you can update existing records in Airtable. By setting an Affinity trigger such as ‘Opportunity Updated’, you can configure the action step to find and update matching records in Airtable.
Is it possible to create linked records in Airtable based on data from Affinity?
Certainly! When configuring your Zap, choose a trigger like ‘Contact Created’ from Affinity and an action such as ‘Create Record’ along with specifying the linked record fields in Airtable. This creates connections between related data seamlessly.
How often does the integration sync data between Affinity and Airtable?
The frequency of data sync depends on your specific plan with us. However, generally it runs every 5 to 15 minutes for most use cases, ensuring that your data remains up-to-date without significant delays.
Are there any limitations on the type of fields that can be mapped between Affinity and Airtable?
Most standard field types such as text, numbers, dates, and emails can be mapped between Affinity and Airtable without any issues. However, complex fields like multiselect or attachments might require special handling or additional steps to ensure proper mapping.
What happens if the connection between Affinity and Airtable is disrupted?
If the connection is disrupted, we'll notify you immediately via email so you can take corrective action. Our system also attempts automatic reconnections periodically. Meanwhile, any changes will queue up until reconnected so no triggers are missed.
