Affinity

Explanation

Our Affinity integration allows you to connect all of the fields and companies from an Affinity account with the platform. Once on the platform they function like any other field with the ability to search, filter, graph, and more. Integrations can be controlled and managed by administrators only.

How does Affinity data look on the platform?

Just as you expect. It appears as a card on company profiles, you can see it on your Sources dropdown, filter the fields like any other, create graphs, and more.

Company Profile
Company Profile
Sources Dropdown
Sources Dropdown
Filters
Filters
Dashboard
Dashboard

Can I edit my Affinity data from the platform?

No you cannot. Your Affinity data is read only so it stays safe. This is also true for the companies you import from Affinity. If you wish to update your Affinity data you need to login to your Affinity account and make changes there and then sync the integration.

What kinds of fields are supported? Do I have to integrate all of them?

We support all fields except: person, organization, and opportunity.

You do not have to integrate every field. When you setup your integration you can select any combination of fields you want to be shown on the platform.

Integration setup flow
Integration setup flow

Can I share access to my Affinity data with other groups?

Yes, you can share access to some or all of your Affinity data with other groups. They will have access to the integration you create for them but cannot edit it. They are able to manage which fields they want to make active or passive and whether or not they want to use the integration. You can give multiple groups access to a single integration or create multiple integrations with different settings tied to a single Affinity account.

How often is the data updated?

As often as you need. For individual companies, every time you open the profile. To sync your data and companies, sync the integration.

Guides

Enable the Affinity integration for your group (administrators)
Create an Affinity integration
Share/receive access to an integration
Activate your Affinity fields
Sync the integration
Delete an integration