Affinity and SeaTable automations — Sales & Leads

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

39 scenarios

New SeaTable rows — contacts in Affinity
A new Affinity entry — a card in SeaTable
A new contact — instantly a card on your task board
New Affinity land in SeaTable by themselves
New client onboarding — folder, email and team, automatically
Site traffic by domain — right in your table
New deals routed automatically — to the team, table, and slides
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Route leads by budget and source — automatically
CRM company and task from a form submission
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
Contacts from business cards into a spreadsheet — by photo
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Smart lead routing to reps — instant, with no manual assignment
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
A card photo becomes a contact in your sheet
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with auto follow-ups and CRM tracking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
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
Adding and enriching CRM leads without duplicates
An AI assistant over your CRM in any messenger
A sales assistant across every messenger