Add persons to Affinity when new prospects are added to Overloop
Automate the necessary steps so you do not have to manually enter new prospects from Overloop into Affinity. With this integration, once you enter a new prospect in Overloop it will create a new person in Affinity.
Automate the necessary steps so you do not have to manually enter new prospects from Overloop into Affinity. With this integration, once you enter a new prospect in Overloop it will create a new person in Affinity.
- When this happens...Prospect Created
Triggers when a new prospect is created.
- automatically do this!Create a Person
Create a new person. Use a Search if you do not want duplicates to be created.
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