New records in Affinity — Activities in Salesmate

The scenario catches new records in Affinity and creates activities in Salesmate. Runs on its own, no manual copying.

  • Every record from Affinity becomes an activity in Salesmate.
  • The client picture is complete.
  • Events aren't lost between the base and CRM.

How it works

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

  1. Starts when: Schedule
  2. Then: Redis
  3. Then: Pipedrive

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