Affinity
Relationship intelligence CRM for venture capital, private equity and dealmaking teams.
- Category
- CRM & Sales
- Type
- Relationship intelligence CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, Access token
02Data
What you can sync.
- Persons
- Organizations
- Lists
- Opportunities
- Interactions
- Notes
Model Affinity persons once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Affinity data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- An access token
Affinity uses an API key or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Affinity if you need help.
04How it works
How it works in DataMind.
-
Pick Affinity.
Open Lake, pick Affinity in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Affinity API docs.
-
Answer a few questions.
The AI reads the Affinity documentation, then asks which credentials you will use, which data to sync (for example persons and organizations), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Affinity data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
