Save Crunchbase company to Affinity
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How does this automation work?
Automating the process of transferring company data from Crunchbase to Affinity streamlines your sales prospecting efforts by reducing manual data entry. Bardeen's Playbook for Crunchbase to Affinity saves valuable time and ensures that your CRM is always updated with the latest company profiles, providing a competitive edge in deal-making.
Here's how this workflow seamlessly integrates Crunchbase with Affinity:
- Step 1: Scrape Crunchbase Profile - The Scraper is used to extract data from the currently active Crunchbase company profile tab. This step is configured to capture the necessary company details using the specific template designed for Crunchbase.
- Step 2: Create Affinity Organization - With the data obtained from Crunchbase, Bardeen then creates a new organization in Affinity, including the company's name and domain. Affinity is a platform designed to help manage relationships and streamline deal-making processes.
How to run the playbook
This automation will help you enhance your Crunchbase experience. With it, you can now effortlessly save the currently opened Crunchbase company to Affinity. No more manual data entry or the hassle of juggling multiple platforms.
Say goodbye to the frustration of disorganized information and missed opportunities. This automation streamlines the process, allowing you to capture and store valuable company data seamlessly.
This automation is great for professionals who rely on Crunchbase for lead generation, sales, or investment research. It simplifies your workflow, saves time, and ensures that you have all the relevant company details at your fingertips.
Using this automation, take control of your Crunchbase workflow. Let it improve the way you organize and access company information
Let’s set it up!
Step 1: Pin the playbook and integrate Affinity
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Affinity.
Step 2: Run the playbook
Whenever you want to save a Crunchbase company to Affinity, navigate to the company page.
Press Option + B on your keyboard to launch Bardeen. Click on the playbook card to run it. It will create a new Affinity organization with the company information.
You can also edit the playbook and add your next action to further customize the automation.
Find more Crunchbase integrations, and Affinity integrations.
You can also find more about automating your sales and prospecting processes.
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