Properties with owner contacts — daily to your CRM and email

By your criteria the scenario searches for properties daily, finds owner contacts, compiles them into a spreadsheet, adds them to Affinity and sends a summary to your devino.

  • A ready list of properties — daily, on its own
  • With owner contacts for each property
  • Goes straight into your CRM and a spreadsheet
  • A summary to your email, with no manual search
Set it up for yourselfScriptera

How it works

To move data from Spreadsheet File to Affinity automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking "Execute Workflow"
  2. Then: Configure Search Parameters
  3. Then: Search Properties API
  4. Check: Filter
  5. Then: Split Out
  6. Then: Get Owner Contact Info
  7. Then: Format Lead Data
  8. Then: Create Excel Spreadsheet
  9. Then: Email Notification
  10. Then: Push to CRM
  11. Then: Summarize Results
  12. Starts when: Daily Schedule

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

Similar scenarios