Affinity and Salesflare
How to connect Affinity
- Via Zapier — 23 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When new Organization in Affinity, find or create account in Salesflare.
- When new Opportunity in Affinity, create opportunity in Salesflare.
- When new Person in Affinity, find or create contact in Salesflare.
- When new Account in Salesflare, new Organization List Entry in Affinity.
- When new Opportunity in Salesflare, new Opportunity List Entry in Affinity.
About Affinity
Affinity is an AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.
Affinity operations on Zapier
Triggers (6)
Start a workflow when this happens
- Field Value Changes — Triggers when a field value changes (addition, deletion, or update)
- New List — Triggers when a new list is added.
- New List Entry — Triggers when a new entry is added onto a List.
- New Opportunity — Triggers when a new opportunity is added.
- New Organization — Triggers when a new organization is added.
Show 1 more triggers
- New Person — Triggers when a new person is added.
Actions (13)
Things Salesflare can make it do
- Add a Person, Organization, or Opportunity to a List — Add a person, organization, or opportunity to a list. Duplicate entries can be created.
- Create a Note — Create a new note on a person, organization, or opportunity.
- Create a Opportunity — Create a new opportunity. Use a Search if you do not want duplicates to be created.
- Create a Organization — Create a new organization. Use a Search if you do not want duplicates to be created.
- Create a Person — Create a new person. Use a Search if you do not want duplicates to be created.
Show 8 more actions
- Find or Create list entry — Find a specific person, organization, or opportunity on a list.
- Find or Create opportunity — Finds an opportunity by name.
- Find or Create organization — Finds an organization by name or domain.
- Find or Create person — Finds a person by name or email address.
- New Opportunity List Entry — Add an opportunity to a list. Duplicate entries can be created.
- New Organization List Entry — Add a organization to a list. Duplicate entries can be created.
- New Person List Entry — Add a person to a list. Duplicate entries can be created.
- Update an Entity — Update the global or list fields of a person, organization, or opportunity.
Searches (4)
Look up existing records
- Find a List Entry — Find a specific person, organization, or opportunity on a list.
- Find a Person — Finds a person by name or email address.
- Find an Opportunity — Finds an opportunity by name.
- Find an Organization — Finds an organization by name or domain.
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