Integrate Affinity with Retently
Sync customer profiles and interaction history with Retently to ensure up-to-date information for survey targeting, trigger NPS/CSAT surveys after significant relationship updates or milestones, and utilize feedback scores to enhance relationship management strategies.
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About Affinity
Affinity is a CRM designed to help users manage relationships and track organizations and people in their networks.
Affinity to Retently
New Organization
Triggers when a new organization 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 List Entry
Adds an organization to a list. Duplicate entries can be created.New Person List Entry
Adds a person to a list. Duplicate entries can be created.Add a Person, Organization, or Opportunity to a List
Adds a person, organization, or opportunity to a list. Duplicate entries can be created.Create an Opportunity
Creates a new opportunity. Use a Search if you do not want duplicates to be created.Update an Entity
Updates the global or list fields of a person, organization, or opportunity.Find a List Entry
Finds 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 id.Find or Create Organization
Finds an organization by name or domain.Find or Create Opportunity
Finds an opportunity by name.Field Value Changes
Triggers when a field value changes (addition, deletion, or update).New List
Triggers when a new list is added.New Person
Triggers when a new person is added.New Opportunity List Entry
Adds an opportunity to a list. Duplicate entries can be created.Create an Organization
Creates a new organization. Use a Search if you do not want duplicates to be created.Create a Note
Creates a new note on a person, organization, or opportunity.Create a Person
Creates a new person. Use a Search if you do not want duplicates to be created.Find an Organization
Finds an organization by name or domain.Find an Opportunity
Finds an opportunity by name.Find an Organization
Finds an organization by id.Find a Person
Finds a person by id.Find or Create List Entry
Finds a specific person, organization, or opportunity on a list.Find or Create Person
Finds a person by name or email address.Retently to Affinity
Alex Bitca
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