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Salesforce + Affinity Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Affinity, enabling you to effortlessly connect the two apps.

Example Salesforce + Affinity integrations

Salesforce iconarrow_forwardAffinity icon

Automatically create note in Affinity for each opportunity stage reached in Salesforce

Affinity iconarrow_forwardSalesforce icon

Create record automatically in Salesforce for each entry added in Affinity

Salesforce iconarrow_forwardAffinity icon

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

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Find person / people automatically in Affinity for each record added in Salesforce

Create your own Salesforce + Affinity integration

Connect Salesforce to Affinity

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

Or, connect Affinity to Salesforce

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

Do more with Salesforce and Affinity in Relay.app

At Relay, we understand the importance of seamless collaboration between apps to streamline workflows and enhance productivity. By integrating Affinity, a powerful relationship intelligence platform, with Salesforce, a leading CRM solution, users can unlock new possibilities in managing customer relationships.

Personalized Email Outreach

One use case for integrating Affinity and Salesforce with Relay is personalized email outreach. By combining the capabilities of Affinity's relationship intelligence and Salesforce's CRM data, users can create automated email campaigns that feel personalized and tailored to each recipient. Relay's Double Check Automations feature allows users to review and customize email content before sending, ensuring accuracy and relevancy.

AI-driven Lead Generation

Relay's AI Autofill feature enables seamless integration of AI models like GPT into Affinity and Salesforce workflows. Users can leverage AI-generated content to automate lead generation emails by pulling relevant data from Affinity and Salesforce and using GPT to personalize the message. This not only saves time but also increases the effectiveness of lead generation efforts.

Try Relay for free today and experience the power of integrating Affinity, Salesforce, and other SaaS apps in your workflows.

Ready to start connecting Salesforce and Affinity?

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