Affinity is a relationship intelligence platform designed for dealmakers, aiming to streamline the process of finding, managing, and closing deals. By leveraging advanced technology and data analysis, Affinity provides users with valuable insights and tools to build and maintain strong relationships with clients and partners. With Affinity, users can manage their pipeline, track interactions, and receive personalized recommendations to enhance their deal-making capabilities. By automating routine tasks and providing actionable intelligence, Affinity enables dealmakers to focus on high-value activities and drive business growth.
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Salesforce actions you can automate with Bardeen
Retrieve critical data, add customers to email sequences, and update properties using external data.
Bardeen automations are built with a sequence of actions and triggers like these:
Get Affinity Person
Action
Delete Affinity Opportunity
Action
Delete Affinity Organization
Action
Delete Affinity Person
Action
Create Affinity Opportunity
Action
Create Affinity Organization
Action
Create Affinity Person
Action
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Frequently asked questions
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