Integrations used
Time saving
2 min
Action
Save
description
This Playbook will save the currently opened Crunchbase company to Affinity.
Workflow Template
Save Crunchbase company to Affinity
This Playbook will save the currently opened Crunchbase company to Affinity.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Install the Chrome extension for free.
Scrape data on active tab
Action
Create Affinity Organization
Action
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This is some text inside of a div block.
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 workflow
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.
Available actions & triggers
Create Affinity Opportunity
Action
Create Affinity Person
Action
When list is created
Trigger
When Affinity Person is created
Trigger
When opportunity is created
Trigger
Get Affinity Person
Action
When Affinity Organization is created
Trigger
Get Affinity List
Action
Delete Affinity Organization
Action
Delete Affinity Person
Action
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.