New deals in Affinity — Notes in Keap

The scenario catches new deals in Affinity and creates notes in Keap. Runs on its own, no manual copying.

  • A note with context appears in Keap for every deal from Affinity.
  • The manager starts with facts, not from scratch.
  • You don't add context to every deal by hand.
Add it to your accountScriptera

How it works

To create Keap records from Affinity without manual input, use a ready-made scenario.

  1. Starts when: Affinity
  2. Then: Active Campaign

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

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