CRM & Sales

Affinity

Relationship intelligence CRM. Connect Adapt to Affinity for contacts, deals, and relationship data via API.

Use cases

Adapt connects to Affinity so you can ask questions about contacts, deals, and your relationship network. Add your API key in Settings > Integrations and Adapt can query Affinity on your behalf.

  • Query contacts, organizations, and deals

  • See relationship strength and warm intros

  • Track pipeline across your network

  • Reference Affinity data in conversations

Configuring Affinity

  1. 1

    In Affinity, go to Settings > API and generate an API key

  2. 2

    Go to Settings > Integrations in the Adapt web app

  3. 3

    Create a secret group and add your Affinity API key

  4. 4

    Start a new chat and ask Adapt about your Affinity pipeline

Similar integrations

Integrate Affinity with Adapt