Affinity + Overloop

Add persons to Overloop workflows with new status changes in Affinity

Automate the step of data entry from Affinity to Overloop for your workflows. When a person in Affinity moves to a specified status, this integration will automatically add the individual to a designated Overloop workflow.

When this happens...
Field Value Changes
Triggers when a field value changes (addition, deletion, or update)
TriggerScheduled
automatically do this...
Find a Person
Finds a person by name or email address.
ActionSearch
then do this!
Enroll Prospect
Enroll a prospect in a workflow.
ActionWrite

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Supported triggers and actions

New Organization
Triggers when a new organization is added.
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- OrganizationRequired
Action
Write
- PersonRequired
Action
Write

- ListRequired
Action
Write
- NameRequired
Action
Write

Update an Entity
Update the global or list fields of a person, organization, or opportunity.
Action
Write
- ListRequired
Action
Search
- Search TermRequired
Action
Search
- IdRequired
Action
Search
- Search TermRequired
- NameRequired
- Domain
Action
Search or write
- Search TermRequired
- NameRequired
Action
Search or write
Deal Created
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Deal Won
Triggers when a new deal is won.
Trigger
Scheduled
Try It
Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
Try It
Pipeline Created
Triggers when a new pipeline is created.
Trigger
Scheduled
Try It
User Created
Triggers when a new user is created.
Trigger
Scheduled
Try It
Organization Created
Triggers when a new organization is created.
Trigger
Scheduled
Try It
Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Scheduled
Try It
- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search

- ListRequired
Trigger
Scheduled
Try It
New List
Triggers when a new list is added.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is added.
Trigger
Scheduled
Try It
- OpportunityRequired
Action
Write
- NameRequired
- Domain
Action
Write
- Person
- Organization
- Opportunity
- Content
- Gmail ID
- Creator
Action
Write
- Full NameRequired
- Email Address
Action
Write
- Search TermRequired
Action
Search
- Search TermRequired
Action
Search
- IdRequired
Action
Search
- IdRequired
Action
Search
- ListRequired
Action
Search or write
- Search TermRequired
- Full NameRequired
- Email Address
Action
Search or write
Deal Lost
Triggers when a new deal is lost.
Trigger
Scheduled
Try It
New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Scheduled
Try It
List Created
Triggers when a new list is created.
Trigger
Scheduled
Try It
Stage Created
Triggers when a new stage is created.
Trigger
Scheduled
Try It
Workflow Created
Triggers when a new worklow is created.
Trigger
Scheduled
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Scheduled
Try It
- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search

About Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add persons to Affinity when new prospects are added to Overloop

Create prospects in Overloop campaigns from new list entries in Affinity

Affinity + Overloop

Add persons to Overloop workflows with new status changes in Affinity

New Organization

New List Entry

New Opportunity

New Organization List Entry

New Person List Entry

Add a Person, Organization, or Opportunity to a List

Create a Opportunity

Update an Entity

Find a List Entry

Find a Person

Find an Opportunity

Find or Create organization

Find or Create opportunity

Deal Created

Deal Won

Campaign Created

Pipeline Created

User Created

Organization Created

Prospect Replied

Create Deal

Create Prospect

Enroll Organization

Exclude Prospect

Mark Deal as Won

Search Email

Update Organization

Search Deal

Search Organization

Field Value Changes

New List

New Person

New Opportunity List Entry

Create a Organization

Create a Note

Create a Person

Find an Organization

Find an Opportunity

Find an Organization

Find a Person

Find or Create list entry

Find or Create person

Deal Lost

New Exclusion List Item

List Created

Stage Created

Workflow Created

Prospect Created

Add Prospect to Campaign

Create Organization

Enroll Deal

Enroll Prospect

Mark Deal as Lost

Move Deal

Update Deal

Update Prospect

Search List

Search Prospect

About Affinity

Related categories

Similar apps

Zapier Interfaces

About Overloop

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates