Oct 27, 2021 09:35 AM
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:
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!
Oct 27, 2021 11:27 AM
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
Oct 30, 2021 02:06 PM
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Nov 02, 2021 11:25 AM
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