CRM
Connect Affinity to Sortment
Connect Affinity to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys. You approve every change.
- Actions
- 20
- Triggers
- —
- Authentication
- API Key
- Category
- CRM
What Sortment's agents can do in Affinity
20 actions.
- Get a company s list entries
- Get a company s lists
- Get all list entries on a list
- Get all list entries on a saved view
- Get a person s list entries
- Get a person s lists
- Get current user
- Get metadata on all lists
- Get metadata on a single list
- Get metadata on a single list s fields
- Get all companies
- Get all opportunities
- Get all persons
- Get a single company
- Get a single opportunity
- Get a single person
- Get metadata on a single saved view
- Get metadata on company fields
- Get metadata on person fields
- Get metadata on saved views
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
All integrations
See Sortment work with Affinity.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack