Affinity + Salesforce integrations: work smarter

Use Relay.app's Affinity integrations to trigger actions across your apps
Use Relay.app's Affinity integrations to trigger actions across your apps
Preview of Use Relay.app's Affinity integrations to trigger actions across your apps
Preview of Use any of these Affinity actions in your Relay.app workflows
Preview of Add any Affinity action to your workflow
Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use any of these Salesfoce actions in your Relay.app workflows.
Overview
Connect Affinity to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Affinity, Salesforce, and many other popular SaaS applications.
Check below for example workflows using Affinity and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Example Affinity + Salesforce workflows

Affinity iconarrow_forwardSalesforce icon

Automatically create record in Salesforce for each entry added in Affinity

Salesforce iconarrow_forwardAffinity icon

Create note automatically in Affinity for each opportunity stage reached in Salesforce

Salesforce iconarrow_forwardAffinity icon

Find entry(ies) automatically in Affinity for each opportunity stage changed in Salesforce

Salesforce iconarrow_forwardAffinity icon

Automatically find person / people in Affinity for each record added in Salesforce

Affinity iconarrow_forwardSalesforce icon

Update record automatically in Salesforce for each entry added in Affinity

Affinity Triggers
List
Affinity logo
edit
Entry changed
Affinity logo
target
Entry first meets conditions
Affinity logo
add
New entry added
Salesforce Actions
Record
Salesforce logo
attach_file
Attach file to record
Salesforce logo
add
Create or update record
Salesforce logo
add
Create record
Salesforce logo
search
Find record(s)
Salesforce logo
edit
Update record
Salesforce Triggers
Opportunity
Salesforce logo
edit_square
Opportunity stage changed
Salesforce logo
edit_square
Opportunity stage reached
Record
Salesforce logo
add
New record added
Salesforce logo
edit
Record changed
Salesforce logo
target
Record first meets conditions
Affinity Actions
List
Affinity logo
search
Find entry(ies)
Note
Affinity logo
add_notes
Create note
Affinity logo
search
Find note(s)
Organization
Affinity logo
search
Find organization(s)
Person
Affinity logo
search
Find person / people

Create your own Affinity + Salesforce integration

Select a trigger in Affinity
Select an action in Salesforce
Create your workflow

Or automate Salesforce + Affinity

Select a trigger in Salesforce
Select an action in Affinity
Create your workflow

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect Affinity to Salesforce with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Affinity or Salesforce to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Affinity and Salesforce to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Zapier alternative for connecting Affinity to Salesforce?

    Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.

    Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.

    For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Affinity and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

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Screenshot showing how to test a step in an automated workflow in Relay.app
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Client onboarding workflow screenshot in Relay.app

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