Contacts tagged by role and seniority — automatically

Every hour the scenario reads new contacts, cleans the data, works out role and seniority, and updates them across your bases.

  • Role and seniority are worked out for you, no manual tagging
  • Dirty records are filtered and cleaned on the way in
  • Data is updated in okoCrm and Affinity at once
  • Runs on a schedule — the list is always sorted
Google Sheets
Set it upScriptera

How it works

To keep okoCrm and Affinity in sync, connect them with a ready-made scenario — changes flow automatically.

  1. Starts when: ⏰ Run Every Hour
  2. Then: 📄 Read Pending Contacts
  3. Check: 🧪 Filter Name & Email
  4. Then: 🧹 Clean Contact Data
  5. Then: 🧠 LLM - GPT-4o-mini
  6. Then: 🧩 Parse or Fallback Role Tags
  7. Then: 📊 Update Contact in Sheet
  8. Then: 🔁 Sync to Airtable
  9. Then: 📬 Push to HubSpot
  10. Then: 🧠 Classify Role & Seniority

You can launch this okoCrm + Affinity integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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