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Hello!


I am looking to build out a workflow for the below use case for my company:


I am building a list of potential prospects. I also have an Affinity account where I manage relationships with different prospects who might appear on the list. Steps I want to be able to take:



  1. Enter new contact name in Airtable list

  2. Auto-populate a column beside that contact name with information about any pre-existing relationship with that contact (ie. if others at my firm have connected with them, if others in my Affinity contact list know them, etc.)


I am open to workaround to this solution (ie. pulling data from LinkedIn relationships rather than Affinity) but pulling relationship information from Affinity would be ideal.


Thanks!

Hello Sarah,

Hope you are well. We would be able to help you with this project and I have sent you a DM with more information.


I look forward to speaking with you soon


Best

Cor

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Hi Sarah,

All that you have described is certainly well within my area of expertise and I would be glad to help you out on all this.

You can reach me on andrewjohnson56782@gmail.com

Best Wishes,

Andrew

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