Two CRM systems. One version of the truth — without double entry.
One team works in Monday, another in Affinity — and the data has to stay identical. A sync system in Make with real business logic: it doesn't just copy changes, it checks all the boards, validates conditions and updates only when it really needs to.
Two systems = two versions of the truth One system, two-way sync
- One team updates in Monday, another team in Affinity
- Double entry — hours of work wasted
- Each system a different truth — errors, arguments
- No way to know what the real status is
- Every change in Monday → updates immediately in Affinity
- Every change in Affinity → updates immediately in Monday
- Business logic handles the conflicts
- One truth — zero arguments, zero errors
Here's how it works inside
A real screenshot from the system — not a marketing mockup.
A company moves group in Monday → checks → update in Affinity
The main scenario — 53 modules across three parallel branches. When a company is moved to a different group in Monday, the system doesn't rush to update: it checks the company's state across all the other boards, applies the business rules (including special conditions that must not be overridden), and only then updates the record in Affinity — including sending an automatic email when needed.
Status change → data pull → instant sync
When a company's status changes in Monday to a new stage, the scenario pulls the company's full details, packages them into the right structure and updates the matching fields in Affinity — in real time, without anyone touching the two systems.
The numbers you feel every day
Do you have two systems that don't talk to each other too?
CRM, ERP, spreadsheets — if the team copies data between systems, smart sync will save it for good.
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