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Connect Affinity to let Adapt analyze your relationship intelligence data, including companies, people, and deal pipeline.

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Set up credentials

You generate an Affinity API key from the Manage Apps page in your Affinity settings. You need the Generate API Key permission, and API access requires a Scale, Advanced, or Enterprise plan.
1

Open Settings

Log in to Affinity and open Settings.
2

Go to Manage Apps

In the left navigation, select Manage Apps.
3

Create a new API key

Click + New App (or Create New API Key). Enter a descriptive Name and an optional Description for the integration.
4

Copy the API key

Click Add App to generate the key. Copy the secret immediately, as it is shown only once, and store it securely.
Each user can have only one active API key at a time. Creating a new key revokes the existing one. Keys are also automatically revoked when a user is deactivated.

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Connect to Adapt

1

Open Integrations

In Adapt, go to Settings > Integrations.
2

Find Affinity

Search for Affinity and select it from the catalog.
3

Start the connection

Click Connect to open the connection form.
4

Add your credentials

Enter the values you gathered above, then click Add connection:
Secret NameValue
AFFINITY_API_KEYYour Affinity API key
You can rename the connection and choose whether it is shared with your organization or kept personal to you.
5

Test the connection

Ask Adapt to list the companies in one of your lists.

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Security

  • Credentials are encrypted at rest with AES-256
  • The API key inherits the permissions and data access of the user who created it, so use an account scoped to only what you need
  • Optionally define an IP allowlist on the key to restrict where it can be used
  • Never share the API key publicly or commit it to source control

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Capabilities

Adapt can analyze your Affinity relationships, pipeline, and companies. Use it to review deal flow, surface warm intros, and summarize activity across your network.

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Examples

Pipeline review 
Summarize the deals in my Affinity pipeline by stage.
Relationship lookup 
Who on my team has the strongest relationship with Acme Corp in Affinity?
Company analysis 
List the companies added to my Affinity deal flow list in the last 30 days.
Network summary 
Show me recent interactions logged in Affinity for contacts at Acme Corp.