Affinity and Microsoft SharePoint automations — Sales & Leads

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

31 scenarios

A new Affinity entry — a card in Microsoft SharePoint
New Affinity land in Microsoft SharePoint by themselves
A new contact — instantly a card on your task board
New client onboarding — folder, email and team, automatically
New deals routed automatically — to the team, table, and slides
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
Route leads by budget and source — automatically
Contacts tagged by role and seniority — automatically
A proposal from a table row — as a finished document
Contacts from business cards into a spreadsheet — by photo
Leads from a post's likes and comments — straight to your CRM
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
A card photo becomes a contact in your sheet
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
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
Personal emails to new contacts — built from their own socials
Sort email leads and file them into the CRM — by importance
An AI assistant over your CRM in any messenger
A sales assistant across every messenger