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:
When a person is added or updated in Affinity
Trigger
When opportunity is created
Trigger
When list is created
Trigger
When Affinity Organization is created
Trigger
When Affinity Person is created
Trigger
Get Affinity List
Action
Get Affinity Opportunity
Action
Get Affinity Organization
Action
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Frequently asked questions
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