Updated companies in Affinity — Leads in Salesforce

The scenario catches updates to companies in Affinity and creates leads in Salesforce. Runs on its own, no manual copying.

  • A company's new contact person from Affinity lands in Salesforce at once.
  • You don't write to someone who no longer handles it.
  • Your company base always holds the current people.
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How it works

To pass leads from Affinity to Salesforce automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Copper
  2. Then: Just Click

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

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