New companies in Affinity — Companies in Salesmate
The scenario catches new companies in Affinity and creates companies in Salesmate, reshapes the data along the way. Runs on its own, no manual copying.
Every company from Affinity gets a copy in Salesmate, with no double entry.
To create Salesmate records from Affinity without manual input, use a ready-made scenario.
Starts when: Affinity
Then: Set
Then: Moe Delo
You can launch this Affinity + Salesmate integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.