This playbook automates the process of adding a new row to your Airtable database whenever a new person is created in Affinity. It eliminates the need for manual data entry and ensures that your database stays up to date effortlessly. By seamlessly syncing the information, you can easily access and manage the details of your Affinity network in one centralized location.
This automation will save you from wasting time and effort on repetitive tasks. With this automation, you can streamline your workflow and focus on building relationships instead of worrying about data management.
Whether you're a sales professional tracking leads, a recruiter managing candidate profiles, or a project manager organizing contacts, this playbook simplifies your work by keeping your database synchronized and organized.
Let’s set it up!
The first step is to set up an Airtable with the Affinity person information you want to capture.
Bardeen will capture information like Affinity ID, first name, last name, link, email address and more. It will then add all the information to the correct fields in your Airtable, once the setup is complete.
Click the “Try it” button at the top of this page to get this automation saved. If it’s your first time using Bardeen, you will be redirected to install the extension.
If you haven't previously integrated Airtable and Affinity, you will need to do so.
Bardeen will ask you to specify an Airtable. After you choose the database, you will get a prompt to map the information to the fields in Airtable
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Make sure the automation is activated (toggled on).
The automation will add a new row to an Airtable database when a new Affinity person is created.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me at least 1 hour every day. It used to take me a significant amount of time to scrape leads from various platforms manually.