Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
CRM (Customer Relationship Management)
Affinity
Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integraciones
New Organization
Triggers when a new organization is added.
Field Value Changes
Triggers when a field value changes (addition, deletion, or update)
New List Entry
Triggers when a new entry is added onto a List.
New List
Triggers when a new list is added.
New Opportunity
Triggers when a new opportunity is added.
New Person
Triggers when a new person is added.
New Organization List Entry
Add a organization to a list. Duplicate entries can be created.
New Opportunity List Entry
Add an opportunity to a list. Duplicate entries can be created.
New Person List Entry
Add a person to a list. Duplicate entries can be created.
Create a Organization
Create a new organization. Use a Search if you do not want duplicates to be created.
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 Person
Create a new person. Use a Search if you do not want duplicates to be created.
Update an Entity
Update the global or list fields of a person, organization, or opportunity.
Find an Organization
Finds an organization by id
Find a List Entry
Find a specific person, organization, or opportunity on a list.
Find an Opportunity
Finds an opportunity by id
Find a Person
Finds a person by id
Find or Create organization
Finds an organization by name or domain.
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 person
Finds a person by name or email address.
Exporte los resultados en su formato preferido
Obten los resultados en PDF, Excel o JSON a través de nuestra API
