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:
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.
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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 firstname.lastname@example.org