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:
- Enter new contact name in Airtable list
- 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.