Affinity and Google Sheets automations — Sales & Leads

Ready-made scenarios where Affinity and Google Sheets work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

37 scenarios

New Google Sheets rows — contacts in Affinity
CRM submissions logged as spreadsheet rows
A new Google Sheets entry — a card in Affinity
Contacts logged into a spreadsheet
Site traffic by domain — right in your table
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Route leads by budget and source — automatically
A personalized sales proposal from a table row, ready and sent
CRM company and task from a form submission
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
High-value lead alerts — to chat, sheet and calendar
Full company records in your CRM, from a domain list
Hiring spikes at your accounts — straight to team chat
A lead replies — the CRM card updates and a task lands on a rep
Client renewal reminders — ahead of time
Capture and route leads from every channel
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Warm B2B leads with a personal video for each
Personal emails to new contacts — built from their own socials
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Sort email leads and file them into the CRM — by importance
Adding and enriching CRM leads without duplicates
Auto-enriching a lead card with data from the web
An AI assistant over your CRM in any messenger
Finding companies and their staff's work contacts — with AI